Andy Tran

Integration between Salesforce and Quickbooks

by | Mar 14, 2022 | Salesforce

Integration between Salesforce and Quickbooks

Quickbooks and Salesforce Integration help you to cover the gaps between two bigger and mostly used cloud-based software. Quickbooks and Salesforce are used by many small to large companies and the integration between these two can save many hours in data migration. Don’t waste too much of time and see what are today’s main topics:

  • What is Salesforce? 
  • What are Quickbooks?
  • Steps to Integrate Salesforce with Quickbooks
  • Conclusion

Salesforce

The #1 Customer Relationship Management Platform in the World is Salesforce. It’s a customer success platform that allows you to sell, service, promote, analyze, and communicate with your customers. It’s not only the CRM that’s at fault. It has features like Contact Management, Workflow Creation, Task Management, Opportunity Tracking, Collaboration Tools, and a Mobile-Ready Dashboard that no other CRM software has.

Quickbooks

Quickbooks is one of the most popular accounting software used to manage income and expenses and gives you the complete suite of tools for managing your accounts, invoice, payroll, tax filing, budgeting, payment processing, and etc. 

Steps to Integrate Salesforce with Quickbooks

  1. Create an Intuit Developer Account. 
  2. Create an App. 
  3. Get Client ID & Client Secret.
  4. Get an OAuth 2.0 Access Token.
  5. Hitting Different API Requests.

Let’s go through the above steps one by one in brief: 

1. Create an Intuit Developer Account:

Sign in to Developer Portal. If you don’t create an Intuit Developer Account yet then Sign Up for the Intuit Developer Account or Sign In with your Current Intuit Account. 

Click on the below link to sign up for free account: Intuit Developer: Sign Up

Click on the below link to Sign In: Intuit Developer: Sign In

When you create an Intuit developer account, a sandbox company is created automatically.

2. Create an App:

Sign in to Developer Portal. 

From the Navbar, Select Dashboard. 

Integration Salesforce- Quickbook

Create a new app by clicking on Create an App.

Integration Salesforce- Quickbook

Integration Salesforce- Quickbook

Select Quickbooks Online and Payments as shown below.

Integration Salesforce- Quickbook

Give your app a Name and select the required scopes from the Select Scopes.

Integration Salesforce- Quickbook

Now, Click on Create app.

3. Get Client ID & Client Secret:

Integration Salesforce- Quickbook

Sign In to Intuit developer Account and Click on API Docs & Tools and then Click on Sandbox.

As I discussed above, You already have one sandbox company.

Integration Salesforce- Quickbook

Now, Open the Sandbox Company and you get the below image on your screen.

Integration Salesforce- Quickbook

Click on the Keys & OAuth option inside Development.

Integration Salesforce- Quickbook

Locate your Client ID and Client Secret as shown in above image.

4. Get an OAuth 2.0 Access Token:

 For getting an access token in Salesforce, You need to create a custom object. Here, we have already created an object named Quickbooks Info.

Integration Salesforce- Quickbook

Create some custom fields given in the image below.

Integration Salesforce- Quickbook

Now, Create an Apex Class and a Visualforce Page and copy the URL of that Visualforce Page.

Integration Salesforce- Quickbook

Open Keys & OAuth in quickbooks and Add this URL in Redirect URls as shown below.

Integration Salesforce- Quickbook

Now, You have to write apex code to get the Access Token and then to Authorise with Quickbooks.

5. Hitting Different API Requests:

 After getting Access Token, you can hit different API requests. Click on the link below to know about how to call the quickbooks object like Invoice, Payments, etc through REST API.  API References

Conclusion: Quickbooks and Salesforce are the two mostly used Cloud Based Software. We can do integration between these two software to share data between your Sales and Accounting seamlessly. This integration helps to reduce duplication of data, save time, better data analytics, and many more. If you are looking for the best Salesforce Development Services, Feel free to contact us at Erudite Works.

3 Comments

  1. sudip

    This is an excellent article. Thank you for sharing this, and keep up the good work.

    Reply
  2. Krunal

    Really fascinating, excellent work, and many thanks for sharing such an excellent blog.

    Reply
  3. Jenil Gandhi

    Great content. Thanks for sharing with us, it helped me a lot.

    Reply

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