Integrate Salesforce ➡️ QuickBooks Online in 33 Minutes | 2024

[@JustinWills]

Looking to get the latest version of QIME? Check out the link here: www.1sync.co/qime-sign-up Additionally, this project is a free, open-source project, so feel free to make suggestions on what you need here: github.com/jawills/QIME

[@user-pz5lc8bp1p]

For those reading the document online (and watching this video), this needs do this instead of what is written creating the external named credential: 1. The name should be "QB_External_Credential" not "QB External Credential" 2. The "Authentication Provider" should be 'QB Auth Provider' instead of 'QBAuthProvider', which matches the name we gave the Auth. Provider 3. "Permission Set Mapping" is no more. It has been replaced with "Principals" a. Create a principal b. Authenticate c. Open the permission set d. Assign the principal to the permission set e. Save

[@andrewmendonsa8962]

Thank you very much for this content. I have a question at 15:45. If only one company can be connected to a quickbooks account, what is the workaround for testing this in sandbox environment then moving it into production?

[@JustinWills]

Yes good question! When you have two qbo accounts, where one is a sandbox qbo account and one is a production qbo account, then you can test as you would expect in your sandbox/prod environments in Salesforce. This is because the routing to the correct QBO environment is done through the QB app's client / secret. If you have multiple production QB accounts under the same email, you would either need to create a different user to authenticate the integration to, or change the email associated with that production account.

[@CallmeKaram]

Hey Justin, thanks for the great content, I want to use the create invoice button in the Contacts page layout as I work for a non profit org that does counseling and they store the fees agreed in the contacts section, but I do not see the button there, please please guide me on how to do that, as I want to be able to do it from there

[@JustinWills]

Hi, This is not available in the standard package. You can create a custom button that will create the invoice record using the details from your contact details page.

[@CallmeKaram]

@@JustinWills thanks for your response Justin, I actually realized that I need to get the invoice from the "Event Registrations" object and so I tried to create a custom button in it to create an invoice but I'm not able to do it. I don't want to give up now especially that I've got rest part of the video working, please please guide me here

[@JustinWills]

@@CallmeKaram Based on your comment it is unclear what part you are stuck at. The general process should be: 1. Create a 'Create a record' action or action that invokes a flow to create the invoice record. This action should be created on the target object. In your case "Event Registration" 2. Populate the invoice data with the necessary data. 3. On the invoice record, push to QB.

[@CallmeKaram]

@@JustinWills Thanks so much, I did as you said, created a flow, added as an action, and then when I go to Invoices now and use "Push To QB" It gives me this error, " Cannot create an invoice without a customer id Error is in expression '{!syncQB}' in component in page qime:qbcreateinvoicevf: (qime) An unexpected error has occurred. Your solution provider has been notified. (qime)" Please Please help Justin, I'm at the very end noww, just one step to sync invoices to Quickbook

[@CallmeKaram]

@@JustinWills I also checked the option Create Customer w/ Invoice, Link Customer By Name in QIME Config Edit and now I'm getting the error, " List has no rows for assignment to SObject Error is in expression '{!syncQB}' in component in page qime:qbcreateinvoicevf: (qime) An unexpected error has occurred. Your solution provider has been notified. (qime)"

[@chasf]

Fabulous! It works as needed. Justin thank you for doing a great job of showing us to to install, implement, configure and operate QIME. I am working on a shoestring budget no and this solution has saves us a lot of money. It has also showed me that Justing and G2Technologiesare knledgable and can get customer integrations done well. we will be moving forward with them for more complex integrations

[@jerryraju6293]

Hi Wills, I am not able to find Permission Set field in Named Credentials. Can you please suggest me how it could be assign.

[@JustinWills]

It is now called parameters. You need to create a parameter, then assign the External Credential Principal Access under the permission set.

[@jerryraju6293]

@@JustinWills also can you please suggest me, https link's where you get....? I followed all' ur steps, but getting errors, means Salesforce to QB not migrated

[@JustinWills]

@@jerryraju6293 not sure what links you need but you can follow the write-up for more help: qime.1sync.co/start-here/introduction/

[@jerryraju6293]

@@JustinWills Let me check it and I will come back if I get any errors. Anyway, thanks for your help Wills

[@jerryraju6293]

@@JustinWills Sync successfully completed, but unable to see salesforce accounts in QB customer list. may i know the reason why im not able to see those...?

[@fakebizPrez]

Does invoice have to be created from an Opportunity or could I modify it to be created from a Custom Object?

[@JustinWills]

The default automation creates the invoice from the opportunity. It is not required to relate an opportunity to the invoice object so you can build your own automation to create the invoice object

[@cinsity1994]

Hi Justin, thank you. How do you get the Memo across? e.g. if you want to put the Opportunity ID on the Memo in QB? I tried to just fill it in on the invoice but it isn't syncing to the QB side. Maybe I am misunderstanding how to map the other Invoice fields (in SF) to QB fields?

[@JustinWills]

Hi, I just pushed an update that fixes this, please install the latest version. Populating the 'Memo' field will push this information to QB.

[@MikeC-sf8vk]

@@JustinWills Hey justin, thanks so much. I'll look into this. On the Product side - are there any plans to include Inventory Price and/or Quantity On Hand from Quickbooks to sync to Salesforce?

[@JustinWills]

@@MikeC-sf8vk I am looking to add support for product syncing next. If you make issues on Github I will prioritize that functionality.

[@MikeC-sf8vk]

Thank you very much@@JustinWills

[@JustinWills]

@@MikeC-sf8vk I just added this functionality. Please check it out! Thanks for suggesting!

[@chrisny88000]

If only you could integrate QB Desktop with SFDC in 33min... QB Web Connector causes pain for Lone Wolf Admins everywhere. Great video though - will keep it bookmarked in case this company ever gets a clue.

[@JustinWills]

Unfortunately the QB Desktop and QBO API specs are completely different. A lot of companies I work with migrate from QB Desktop to QBO. This is not a small task and I know there are quite a few differences in the way the two softwares function.

[@andrewmendonsa8962]

I was wondering if there is a way to go deeper on the product ID. I see that you can set the default, but what would I do if I wanted to be able to select a different service for the invoice instead of the default concrete. Is there a similar way to sync the service items like you did for the terms? I also am getting "null null" on the shipping and billing address on the quickbook's invoice. Is this because there are multiple fields for the address in Salesforce, and just one field for it in quickbooks?

[@JustinWills]

I'm not sure what you mean for selecting products. Do you use opportunity products? For defaulting terms, you can set a default on the field in Salesforce For the "null null" address, this was an issue fixed in the latest release. Please use the following link to find the latest version of the package for your environment: github.com/jawills/QIME

[@andrewmendonsa8962]

@@JustinWills No, sorry, I mean for creating multiple options for selecting a product/service for my invoice. For instance, when I go into custom metadata types and manage records on QIME Configs doesn't that default your invoice line item to just one service? I was wondering how the user could select a different service from the Invoice page Layout and see that reflected in Quickbooks. Oh nice, that's awesome!

[@JustinWills]

@@andrewmendonsa8962 Your interpretation of how the QIME config works is correct. If you want users to select the product, you can use the opportunity products to select a product, then when an opportunity is closed won an invoice will be created with your desired product.

[@andrewmendonsa8962]

@@JustinWills Cool, I am still having a little bit of trouble with it. I set up a product with it linked to it's respective QB Id, but the line item doesn't populate in Quickbooks. I did notice that it is able to populate in Salesforce on the invoice line item when I am syncing from Quickbooks to Salesforce. I noticed in the video at 29:27 that the product line item defaults to "services" despite setting the qime config default at 24:43 to line item 3 which should have been concrete. Is this a potential bug or am I missing something? Thank you very much for this, just looking into this as a potential use case for a non profit in my area

[@JustinWills]

@@andrewmendonsa8962 The timestamps you listed are recorded at separate times so the sync of a single line item is not featured in the video. Send me an email at [e-mail] and I will look at the configuration you have.

[@Zshafique1]

I am getting below error when I try to create an invoice 😮‍💨 Please use the existing Invoice Error is in expression '{!createInvoice}' in component in page qime:opportunityvf: (qime) An unexpected error has occurred. Your solution provider has been notified. (qime)

[@JustinWills]

Are you creating an invoice from the opportunity? There is a limit of 1 invoice per opportunity, which is why this error occurs

[@Zshafique1]

@@JustinWills yes I am creating invoice from opportunity. And when I click Create Invoice w/ QB, I got this error, The callout couldn't access the endpoint. You might not have the required permissions, or the named credential "QB_Named_Credential" might not exist. Error is in expression '{!syncQB}' in component in page qime:qbcreateinvoicevf: (qime) An unexpected error has occurred. Your solution provider has been notified. (qime

[@JustinWills]

@@Zshafique1 Hi, This is because the permissions for the named credential are not configured correctly. You can read more in depth here: www.1sync.co/salesforce-named-credential-example To ammend ensure that: 1. The Name Credential API Name matches in the UI and in Apex code. 2. The named credential principal access to a permission set and assigned to a user. 3. The if the named credential is from a managed package, ensure Allowed Namespaces for Callouts includes the package namespace.

[@andrearojas2038]

the QB_Auth_Provider type is no longer available

[@JustinWills]

What part of the setup stage are you running into this? When creating the Auth. Provider the type is QBAuthProvider.

[@andrearojas2038]

@@JustinWills Yes, while trying to choose this type it is no longer an available option to choose from

[@JustinWills]

@@andrearojas2038 Email me here: [e-mail] and I will investigate for you