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Force.com Discussion Boards :
Salesforce User Discussions :
Best Practices Discussion :
Quickbooks and Salesforce.com Integration
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Quickbooks and Salesforce.com Integration
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Mike Rutherford
Visitor
Posts: 2
Message 1 of 15
Viewed 16,601 times
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We are having problems finding a solution for integrating Quickbooks Enterprise with Salesforce.com Professional Edition. What we are looking for is a solution that takes the data from Salesforce.com Account, Contact and Opportunities and populates Quickbooks. That's it. We do not want Quickbooks to send information back to Salesforce.com. We just do not want to have to double enter information.
We have tried AccountDynamics, however you MUST have Quickbooks send data back, AccountDynamics cannot turn that off.
We have also tried eBridge. Right now it takes HOURS to get one Account transferred over. This is unacceptable and disrupts our business flow.
We cannot be the only company trying to do this. Does anyone have any recommendations?
Thanks,
Mike
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04-10-2007 12:02 PM
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Re: Quickbooks and Salesforce.com Integration
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Bruce Magown
Contributor
Posts: 11
Message 2 of 15
Viewed 16,581 times
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Yes, The InterWeave Development Platform (IDP). SF_Quickbooks Solution. Hosted on Rackspace. Be happy to discuss. Bruce.
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04-10-2007 12:27 PM
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Re: Quickbooks and Salesforce.com Integration
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Agate
Contributor
Posts: 4
Message 4 of 15
Viewed 16,526 times
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I was using Account Dynamics (pre product launch, so not yet tested in realtime) and it seemed an excellent and fast solution. Account Dynamics unfortunately closed its doors today. I have two most critical data migration needs: 1) opportunities from Salesforce to Quickbooks 2) new accounts from Salesforce to Quickbooks I am exploring the possibility of exporting this data in Excel format from Salesforce and importing this Excel infomation into Quickbooks. I'd like a one way flow of information with one-time data entry in Salesforce with this data flowing into Quickbooks with relatively little effort.
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04-13-2007 06:05 PM
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Re: Quickbooks and Salesforce.com Integration
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bkapler
Contributor
Posts: 3
Message 5 of 15
Viewed 16,510 times
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We used Accont Dynamics to intergrate SFDC and Quickbooks, and found it very good. Today Account Dynamics announced they were shutting down and we now need a new solution to perform this integration. We do all of our credit card processing in QB and it is VERY important to get a solution to move opportunities to QB so they can be billed. IF anyone has a solutino please help
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04-13-2007 09:59 PM
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Re: Quickbooks and Salesforce.com Integration
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Bruce Magown
Contributor
Posts: 11
Message 6 of 15
Viewed 16,492 times
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Mike, The InterWeave SF_Quickbooks Solution does this. Your choice on which (or both) directions you want to run it. Regards, Bruce
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04-14-2007 05:11 AM
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Re: Quickbooks and Salesforce.com Integration
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Bruce Magown
Contributor
Posts: 11
Message 7 of 15
Viewed 15,678 times
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Happy to, InterWeave Hub and Spoke Integration with Salesforce.com and Intuit’s QuickBooks. This document is based on the integration between Salesforce.com and Intuit’s QuickBooks in a demonstration environment. In particular, it focuses on the integration between Salesforce.com’s Application Programming Interface (API), the InterWeave Integration Development Platform (IDP) and Intuit’s QuickBooks, utilizing the QODBC connection from Flex Quarters. Send me your email address and I will send you the briefing. I am at bmagown@interweave.biz
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04-14-2007 05:17 AM
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Re: Quickbooks and Salesforce.com Integration
[ Edited ]
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Rick.Banister
Trusted Contributor
Posts: 270
Message 8 of 15
Viewed 16,029 times
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Sesame Software is now offering a
customizable integration between Salesforce.com and QuickBooks. This product is
available now, and includes professional services for the implementation and customization to your business practices. This solution is available for QuickBooks
Professional, Premier, and Online Editions. Supports Salesforce.com Professional, Enterprise
and Ultimate Editions.
Features
- Creation and maintenance of Items in QuickBooks, with
changes synchronized to Salesforce.com Products
- Creation of Customers in QuickBooks based on an
Account’s having its first opportunity reach a configurable stage
- Updating of selected information in Salesforce Accounts
when changes are made in QuickBooks
- Creation of financial transactions in QuickBooks when
Opportunities reach a configurable stage. The integration will support
creation of Sales Orders or Invoices, depending on which QuickBooks
version is used.
- This solution is highly configurable, and the
customization is included in the implementation.
Supports key business objectives
- Maintenance of products and
pricing in QuickBooks ensures Finance control over the product list and
pricing
- Creation of new customers in
QuickBooks when first financial transactions happen
- Creation of Invoices or Sales
Orders in QuickBooks
- Selection logic can be
customized to use any criteria
- Requires no custom fields in
Salesforce
- Allows custom address fields
that conform to QuickBooks standard, including bill-to and ship-to on
the invoice that can be different than the Customer address
- Allows posting of customer or
transaction summary data back to Salesforce Account (e.g.: credit and
balance information)
- Sesame Professional Services
included to ensure that customer needs are met
- Customized open source
integration logic included
Follows proper accounting principals
- Ensures proper business
processes and data ownership (Finance vs. Sales)
- Ensures proper accounting
controls
- Reliably creates customers and
financial transactions
- Integration processes designed
for maximum reliability
- All exceptions logged with the
ability for users to resolve data issues via email links to problematic
data
Pricing
- $5,000 / year
- + $40 / year / Salesforce.com
user
Includes
Relational Junction for Salesforce (Limited
Edition)
- Functionality supports
QuickBooks integration only
- May not be purchased separately
- Enabled on Salesforce.com
Professional, Enterprise,
and Ultimate Editions
- Relational Junction for
QuickBooks Users
- Bi-directional replication of
QuickBooks data required to support Product maintenance and creation of
Customers, Invoices, Sales Orders
QuickBooks Integration
- Highly customizable
- Complete flexibility to tailor
our standard logic to the customer’s needs
Please register at http://www.sesamesoftware.com and
specifically mention your interest in the QuickBooks integration. Include your
phone number and a best time to call you.Message Edited by Rick.Banister on 10-17-2007 06:56 AM
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05-16-2007 07:43 AM
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Re: Quickbooks and Salesforce.com Integration
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Bruce Magown
Contributor
Posts: 11
Message 9 of 15
Viewed 16,020 times
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Mike, Here’s a brief on what the service is and how we work. InterWeave provides hosted solutions addressing complete integration with Salesforce to Quickbooks, Microsoft Dynamic’s, Sage, etc. and many other financial ERP, Database and Web Services. For those who don’t want a hosted service, we have on-premise software licenses available. If your inquiry is about our Salesforce_Quickbooks Solution, here’s a quick summary: - You may integrate any object and any field from Salesforce to any object and any field of Quickbooks.
- This is a bi-directional solution. All adds/changes in Salesforce and Quickbooks are reflected in the converse application - but only if you want them to.
- We have no constraints in how you set up your business flows and processes. If you want Salesforce Opportunities to create Quickbooks Invoices and Sales Orders, or Invoices and Sales Receipts - you can. You select what combination you want - or don't want.
- This is configuration management - not programming. We will bring you into a Customer Self-Service Portal to register, select your combination of objects and flows – and generate your solution – it’s ready to test. If you want a different combination of objects and flows - simply sign back in and re-configure your solution.
- This is not a point to point solution – its hub and spoke. All those other databases, on-line services, inventory management applications, web stores, order management – you can now integrate with – in days.
- Your solution front-end is logically disconnected from the backend. If you outgrow Quickbooks, we simply connect you to your next selection, ex. Microsoft Dynamics, Sage, Peachtree, etc.
We integrate at the data level; i.e., we integrate data in the Salesforce Database with data in the Quickbooks company file. We aren’t involved with how a customer runs their business processes, configures their applications, or grants access to their employees.
But, this isn’t a point to point solution – its hub and spoke. So you now want to integrate other databases, applications, web services, on-line inventory, etc. – you can. We look forward to learning about your requirements and how best we can help. |
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05-16-2007 07:50 AM
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Re: Quickbooks and Salesforce.com Integration
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High 5 Software
Visitor
Posts: 2
Message 10 of 15
Viewed 16,010 times
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Hello,
High 5 Software has released ConnectSQ to connect Salesforce and QuickBooks.
ConnectSQ is a low cost, easy to use solution to link Accounts, Opportunities and Products with QuickBooks.
http://www.high5software.com/solutions/salesforce/index.php
 Salesforce.com™ to QuickBooks™ Link If you are a Salesforce.com and QuickBooks user, Connect SQ offers a solution that will streamline your business. Transferring data between the systems saves time and double data entry. Connect SQ takes the hassle out of integration saving you time, shortening the sales cycle, and allowing you to respond to your customers quickly. Account & Customers
Opportunity & Order/Invoice
Products & QuickBooks Items
Opportunity Product Line Items
Provides QuickBooks™ & Salesforce.com™ Integration
Easy to learn & easy to use
Reduce double data entry
Faster billing for faster payments
Shorten sales cycle
Works with US or Canadian QuickBooks
Affordable, Dependable, Secure
QuickBooks™ Gold Developer
Salesforce.com AppExchange™ Partner
18 years in Business
Connect SQ gives your sales team the power of knowledge and connections. Know current account information, update accounts in Salesforce.com™ or QuickBooks,™ access products and QuickBooks™ items, connect with accounting for fast and easy billing.
1 - 10 users $19.00 per Salesforce/user per month
11-15 users $17.50 per Salesforce/user per month
16-20 users $16.50 per Salesforce/user per month
21 users & up Contact sales for pricing
$500 set up fee (per company)
Custom development available - Please contact High 5
Regards,
Mark Stair
High 5 Software
Phone: (360) 293-3000
Email: salesforce@high5software.com
www.high5software.com
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05-16-2007 09:47 AM
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