Custom to Quickbooks Online (QBO) Integration

Standard Vs. Custom Integration

One of the issues I face almost daily is the to Quickbooks integration question. Many of our clients go with a company that does nothing except sell a pre-configured integration - essentially the same integration to all of their clients. These third party integrators do a good job with a standard integration, typically that means that the integration will connect an Account in salesforce to a Customer in QB, an Opportunity in salesforce to an Invoice in Quickbooks, and Opportunity Product Line Items in to Invoice Line Items in Quickbooks Online.

This is okay for some people who are using the standard sales cloud in Where clients really run into issues is the non-typical implementation. That is where custom integration comes in. The custom integration between and quickbooks online gives us unlimited options.

Native to

A custom integration is written in Apex and resides in; therefore, there are no servers, no third parties, no external codes. We write the code in your instance of where it is executed when required and communicates via a secure channel (OAuth) directly with Quickbooks online.

Custom Integration Possibilities are Endless

Let me give some examples (these are just a few common needs I've seen, but since it's custom, we can literally do anything that a customer might require):

- Maybe you just want to keep the accounts in Salesforce integrated with the customer accounts in Quickbooks Online. Or a variation on that, maybe you want a particular Contact and its associated Account in to be associated with the customer account in Quickbooks. The integration can be written to pass any and all records, or just those that pass some criteria. We can even initiate a check from salesforce against quickbooks to ensure a customer record is up to date, or check on a regular basis for new records in Quickbooks and bring those into

- After a sale is complete in Salesforce, either in an opportunity or perhaps a custom object that you use like Sales, Invoices, Jobs, etc, you'd like to have the details of that record passed from to QBO as a new Invoice and its line items - easy; just tell us the objects and fields involved and we'll write the integration accordingly.

- Some clients don't enter every sale in Salesforce, they just use it to win the relationship. After that the client makes purchases that show up in Quickbooks and you just want to see their invoices and the status of those invoices against the Account record in - no problem. We can run a batch on a regular basis that looks for any new invoice activity in Quickbooks and brings that into a custom object in Salesforce, possibly an Invoice object, a Sales object, or a Billing object.

Moving Forward

So how does this get done? In a nutshell, we meet with a client online (via Gotomeeting), look at their instance together and determine the project requirements. If they need setup work first in, such as creating custom objects and fields to support the business processes, we'll be happy to do that - then when ready for the integration with Quickbooks Online, we'll map the objects and fields to the Quickbooks online database and fields.

Once the requirements are determined, our developers write the integration and install it directly into the client's instance. This can typically be accomplished in just a few days. After the code is installed in your sandbox, we'll test it together to determine if it satisfies your requirements and upon your acceptance of the code we'll deploy it to your production environment and release it to your various users.

Pricing for a Custom Integration

As a consulting company, we charge hourly rates (see our website for current rate In some circumstances we'll do a fixed bid if the requirements are clearly articulated at the beginning of the project. While there are many variables that can ultimately affect the final price, the typical integration will normally be under $4500. Once its paid for, the code belongs to the client - no ongoing fees or subscriptions (that alone can make its long term value much greater than even the standard integrations).

Get Started?

If you'd like to speak with us about doing a custom Salesforce to Quickbooks integration for your company, you can reach us through our website at