QuickBoooks Reports to Salesforce Integration

Introduction

Many business users want to integrate QuickBooks reports with Salesforce custom objects. However, they wonder - 'Can QuickBooks reports be integrated to Salesforce'?

Yes, they can! If a user wants a specific report to be sent to Salesforce, DBSync can handle it. Of course, different types of QuickBooks reports and filtering is likely going to change for each report. So, the open-ended answer is that the integration is possible. But, with a caveat - that, each case should be researched on case-by-case basis.

The QuickBooks Desktop exposes API directly for the following reports:

• General Summary Report

• Job Report

• Time Report

• Aging Report

• Budget Summary Report

• General Detail Report

• Custom Detail Report

• Custom Summary Report

• Payroll Detail Report

• Payroll Summary Report

If there is an integration requirement, for any of the listed reports, the integration is straightforward. For other reports, that have to be sent to Salesforce, there is a customized solution provided by DBSync.

Let us look at the following example:

How does DBSync handle Profit and Loss report integration with the Salesforce custom object?

1. Since the Profit&Loss report is not exposed directly by the QuickBooks API, we use the Custom Detail Report API.

2. Configure the connectors of QuickBooks and Salesforce with appropriate credentials.

3. Build logic with Dynamic querying capabilities. This will run the Report in QuickBooks and return the required fields.

4. There are transformations applied via the DBSync platform to Salesforce custom objects. This is done so that data is transformed as per the business requirement.

5. Finally, the data gets inserted into the Salesforce custom object.

For this solution, we need to create two Salesforce entities to hold the data of QuickBooks:

• QuickBooks Profit&Loss Entity. This will hold the records of the QuickBooks Profit&Loss report.

• Opportunity Entity. This will hold detailed records of the QuickBooks Profit&Loss record (serving as Master).

A Salesforce user will need to customize different summary fields depending on what they want to display. The integration is simple - configure connectors and hold the QuickBooks report data on which transformation needs be applied. Upsert this Account records via their Primary key, allowing them to run on a recurring basis.