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Payment Integration with Quickbooks

Last post 12-28-2009 9:35 AM by jgreenwald. 4 replies.
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  • 12-27-2009 12:39 PM

    Payment Integration with Quickbooks

    Can you clarify if as to whether a payment to a closed/won opportunity will proliferate back to a quickbooks payment entry if I'm using the Quickbooks to Salesforce integration.  Also is the payment tab completely autonomous to the functions of other salesforce objects?  In other words, does a payment associated to xyz opportunity, reduce the amount due by xyz after payment is made.  Also does all that info go back into quickbooks also as a payment applied to the generated invoice. 

  • 12-28-2009 9:02 AM In reply to

    Re: Payment Integration with Quickbooks

    catchall124:

    Can you clarify if as to whether a payment to a closed/won opportunity will proliferate back to a quickbooks payment entry if I'm using the Quickbooks to Salesforce integration.  Also is the payment tab completely autonomous to the functions of other salesforce objects?  In other words, does a payment associated to xyz opportunity, reduce the amount due by xyz after payment is made.  Also does all that info go back into quickbooks also as a payment applied to the generated invoice. 

    Yes a payment will be entered as an applied transaction within Quickbooks on the invoice.  A payment object within salesforce does not modify any existing information wihtin other Salesforce.com objects, other than linking to them.  No reduction of opportunity amount is made.

     

     

  • 12-28-2009 9:26 AM In reply to

    Re: Payment Integration with Quickbooks

    Okay so just to confirm:

    1. Customer places order.

    2. Opportunity record and with products created and updated.

    3. Opportunity becomes closed/won.

    4. Rep takes payment inside salesforce.

    5. Datasync runs and creates invoice from closed/won opportunity.

    6. At the same datasync session, the payment record from salesforce is created in quickbooks AND applied to the invoice (closed/won opportunity) inside Quickbooks only.

    7. At the same datasync session, In Quickbooks, the "Current Balance" for that account is reduced as a result of the payment so as a result the datasync will update the "Current Balance" amount in salesforce allowing us to report and view in salesforce.

  • 12-28-2009 9:34 AM In reply to

    Re: Payment Integration with Quickbooks

    Yes, that workflow is correct.

  • 12-28-2009 9:35 AM In reply to

    Re: Payment Integration with Quickbooks

    catchall124:
    datasync will update the "Current Balance" amount in salesforce allowing us to report and view in salesforce.

    This one line however will not happen until the following datasync session since at this point in the run accounts have already been updated.

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