Salesforce to Quickbooks Integration

kokomomammothSoftware and s/w Development

Feb 17, 2014 (3 years and 5 months ago)

58 views



Salesforce

to Quickbooks Integration

1

©
201
2

Emfas Technologies
. All Rights Reserved.


1.

Click File
-
>Settings
.

Enter Salesforce Credentials:


Quickbooks Settings:



2.

Click “Test QB Connection” button to make sure the application can connect with currently
opened QuickBooks.



Salesforce

to Quickbooks Integration

2

©
201
2

Emfas Technologies
. All Rights Reserved.




3.

After clicking the “Test QB C
onnection” you will be prompted with the below screen. Select
“Yes, always; allow access even if Quickbooks is not running” option.



Salesforce

to Quickbooks Integration

3

©
201
2

Emfas Technologies
. All Rights Reserved.




4.

Use the Filter options and other features for loading the data from Salesforce



5.

Select dates and Click “
Get data from S
alesforce
” to load data

from Salesforce



Salesforce

to Quickbooks Integration

4

©
201
2

Emfas Technologies
. All Rights Reserved.




6.

Select any transactions from the below data and click “Import to QuickBooks”


7.

After the successful import you will see the below message.


8.

Click “Sales Re
ceipt Report”

button to see the transaction history detai
ls.



Salesforce

to Quickbooks Integration

5

©
201
2

Emfas Technologies
. All Rights Reserved.