Simple Salesforce ➡️ QuickBooks Online Integration in 83 Minutes

[@ivangracia151]

this video is pure gold

[@steakcraftsman]

Thank you, Justin for sharing your knowledge. This guide has been helpful in helping me get up to speed with helping a non-profit connect with its QBO. Greetings from Malaysia!

[@JustinWills]

Glad to hear it helps!

[@bakshirocks]

Great Video. One question though, Was there no way to use a named credential b creating an auth provider instead of coding all the access token stuff? Please clarify

[@JustinWills]

Check this video on how to run authentication through named credentials in QBO: kzbin.info/www/bejne/kIPaq5irf7eghsk

[@LuisMiguelRodriguesGomesFerrei]

Hi Justin, thanks for this, it has been quite insightful. I am not a developer, would you somehow be able to do a video on how to integrated Time Doctor 2 with Quickbooks?

[@JustinWills]

Luis, I'm glad you enjoyed the video. I have not used time doctor. If there is a lot of demand for the topic I may make a video.

[@LuisMiguelRodriguesGomesFerrei]

@@JustinWills - that would be awesome

[@ZENxTENinc]

how do you handle the tokens when they expire orfail how to you trigger a refresh properly? looking for a simple way to make sure there is always an active token for use

[@JustinWills]

I have a batch job that runs hourly to update the token. Additionally, I update the token after every call. Right now I get token errors about once a quarter where I get notified via email and generate a new token manually via Postman.

[@JustinWills]

Please see the source code here: github.com/jawills/Salesforce-QuickBooks-Integration If you're looking to configure QBO in a production org, I recently released a packaged version which you can see here: kzbin.info/www/bejne/kIPaq5irf7eghsk

[@bhaskarjha2736]

Hi Justin, I followed the same, any i'm able to create customer, and records are getting updated on Account, But that created customer is not showing on quickbook dashboard, any idea?

[@bhaskarjha2736]

Got it, i was checking in production App 😄, Just switched into sandbox

[@JustinWills]

@@bhaskarjha2736 I'm glad you got this resolved. If there was an error message you would see it within the lighting action text area.

[@bhaskarjha2736]

@@JustinWills Ohh, That's Awesome Justin, Btw your video helped me alot in this integration, can't even explain, Thanks alot man!

[@JustinWills]

@@bhaskarjha2736 I'm glad I could provide value to you!

[@dashrathsinghkaviya]

Can you let me know about the APIs i need to hit for creating a custom tax rate for the particular invoice according to the customer's shipping address?

[@JustinWills]

It should be the taxcode object but I have not done this.

[@pedroprada1]

Thank you so much for this great content.

[@JustinWills]

Thanks for watching! I'm glad you find this content useful!

[@ZENxTENinc]

@@JustinWills ok.. good to know I ended up modifying a bit and if I ever send a call and it comes back unauthorized code 401 then I fire off the code to get a new token and reprocess the transaction.. worked pretty good so far.. really appreciated the link to your code and the video..

[@jerryraju6293]

How you can created Sync QB ....? of course it was a button, but the sync process how you prepared.

[@JustinWills]

I'm not sure what you are asking sorry.

[@jerryraju6293]

@@JustinWills How you created Sync QB button....?

[@JustinWills]

@@jerryraju6293 Create a controller extension and visualforce page, then inside the object page in setup, go to buttons, links & actions and press new action. The type should be visualforce

[@edellis3357]

Is this using the Salesforce connector from QBO? No other app or middleware being used? It seems a little more code heavy then thought to be

[@JustinWills]

What Salesforce connector are you referring to?

[@edellis3357]

@@JustinWills I am just looking to do the normal SF to QB connector app that you signed and get from the QB site. It is connected but I don't have the apps turned on in SF and not sure how. Since it is a managed app there would not be any coding needed like in the video you did here, correct? Thanks

[@JustinWills]

@@edellis3357 The SF to QB connector app on the appexchange is unrelated to this code base and you would not need to perform any of the steps in this video to use that app.

[@osmanmohammed4495]

@@JustinWills So you are saying that this is an approach via customize way and QB Connector is a ready made solution?

[@JustinWills]

@@osmanmohammed4495 Yes correct. There are multiple prebuilt solutions, but many companies find that the workflow/objects that the prebuilt solutions offer do not work for their Salesforce instance.

[@renatowork7639]

Thanks for video

[@JustinWills]

Glad you liked it!

[@IvanHernandez-mk7cy]

Hi! Does this work with any QuickBooks plan?

[@JustinWills]

Yes it does.

[@narasimhareddy5124]

does this works with trail QB0 account ?or only paid ones

[@JustinWills]

I haven't tried with a trial account but the trail status should not affect the integration.

[@narasimhareddy5124]

@@JustinWills thanks to you that worked very well with the trail account aswell,this is very helpful, is there any other way we can do the integration without clicking on the button or automatically invoking the vf page when an account or contact is created so that we dont have to do manual sync for each record as sometimes we will have number of records

[@JustinWills]

@@narasimhareddy5124 If you want to sync accounts on creation, you can use the code from the controller and put this in a trigger on the account. Alternatively, if the amount of records that you are adding is very high, and in tight clusters (for instance, many data loads), you can add this in a batch class.

[@antoninoficalora9895]

where can i implement this solution? , Online Plus or Online Advanced. What is the main difference in order to integrate.

[@JustinWills]

Not sure what you mean. This can be implemented for all QB versions.

[@antoninoficalora9895]

​@@JustinWills Okay, thanks. when does the token expire? How long? Should I create a batch that reloads it? Can integration be bilateral?

[@antoninoficalora9895]

Where can i find the limitations for each license (Api usage,Api calls,Storage).

[@JustinWills]

@@antoninoficalora9895 I find that having a token refresh every 15 mins works best. Batch/Scheduled job will do the trick. Yes, it can.

[@JustinWills]

@@antoninoficalora9895 help.developer.intuit.com/s/article/Platform-Throttling-limit

[@rohit1092]

Do you have a solution to get bills from SF to QBO?

[@JustinWills]

I recently built a solution that pushes expenses from Salesforce to QBO. I could leverage that code to do a similar thing will bills. If you are interested, email me here: [e-mail]

[@kaelincobb6208]

Could I email? Would like some of your consulting work potentially.

[@JustinWills]

A good email to reach me is below: [e-mail]

[@sprentalsolution9275]

Hello Justin wills, can you help me

[@JustinWills]

Hi, I'm happy to help. What do you need assistance with?

[@suhirdasssuruliram2836]

Hi Team, When i am sync salesforce invoice records to quickbook , i am facing authentication failed issues, what could be the reason and give some solution for that, My error is : 12:22:00:949 USER_DEBUG [105]|DEBUG|{"warnings":null,"intuitObject":null,"fault":{"error":[{"message":"message=AuthenticationFailed; errorCode=003200; statusCode=401","detail":"Malformed bearer token: too short or too long","code":"3200","element":null}],"type":"AUTHENTICATION"},"report":null,"queryResponse":null,"batchItemResponse":[],"attachableResponse":[],&quo...

[@JustinWills]

It looks like you are not passing in the bearer token correctly for authentication. Without seeing your source code it's hard to debug.