Customers

Syncing Customers

One of the objects that is essential to be linked is the Customer object in QuickBooks. All accounting entities within QuickBooks are linked to customers. This means that accounts in Salesforce need to be linked to customers in QuickBooks. Most implementations will need to account for creating new customers, and syncing existing customers to accounts.

Creating New Customers from Accounts

If you are starting with a fresh account, and the customer does not exist inside of QuickBooks, this is the easiest path to push data. There is an action to create new customers in QB from Salesforce accounts. To add this to the page layout:

1. Go to Setup → Object Manager
2. Navigate to Account
3. Select Page Layouts and open the desired page layout
4. In the Mobile & Lightning Actions find the Push to QB action and add this to the actions section.

From here, just press Push to QB on any account that needs to be pushed to QuickBooks.

To see how your Salesforce fields are mapped to QuickBooks Customers, please view the mapping table below

QuickBooks Field	Salesforce Label	Salesforce API Name
Active	True*	True
Billing Address Line 1	Billing Street	BillingStreet
Billing Address City	Billing City	BillingCity
Billing CountrySubDivisionCode	Billing State	BillingState
Billing Country	Billing Country	BillingCountry
Billing PostalCode	Billing PostalCode	BillingPostalCode
CompanyName	Account Name	Name
DisplayName	Account Name	Name
FreeFormNumber	Phone	Phone
IsProject	False*	False
Id	QB Id	qime__QB_ID__c
Job	False*	False
PrintOnCheckName	Account Name	Name
ResaleNum	Resale Number	qime__Resale_Number__c
SyncToken	SyncToken	qime__QB_SyncToken__c
Shipping Address Line 1	Shipping Street	ShippingStreet
Shipping Address City	Shipping City	ShippingCity
Shipping CountrySubDivisionCode	Shipping State	ShippingState
Shipping Country	Shipping Country	ShippingCountry
Shipping PostalCode	Shipping PostalCode	ShippingPostalCode
Taxable	Taxable	qime__Taxable__c
TaxExemptionReason	Tax Exemption Reason	qime__Tax_Exemption_Reason__c

* Value is hard-coded

Schedule Customer Sync From QuickBooks -> Salesforce

Customers can be brought over hourly. To schedule Customer syncing, perform the following:

1. Open the Developer Console
2. Run the following code snippet

System.schedule('QB Customer Sync XX:00', '0 0 * * * ?', new qime.QBCustomerBatch());

This will sync customers from QuickBooks to Salesforce at the top of every hour.

Sync All Customers From QuickBooks -> Salesforce

During an initial setup, you can bring all customers from QuickBooks to Salesforce. To bring all invoices from QuickBooks to Salesforce, perform the following:

1. Open the Developer Console
2. Run the following code snippet

System.enqueueJob(new qime.QBCustomerQueueable(0, 0, 50, 0));

Please keep in mind that this will overwrite yout exsting data under the same QB_Id__c and will not match existing data.

Customer -> Account Mapping

If you are working with a fresh account, and the customer does not exist inside of QuickBooks, this is the easiest path to push data. There is an action to create new customers in QB from Salesforce accounts. To add this to the page layout:

1. Go to Setup → Object Manager
2. Navigate to Account
3. Select Page Layouts and open the desired page layout
4. In the Mobile & Lightning Actions find the Pull from QB action and add this to the actions section.

From here, just press Pull from QB on any account that needs to be pushed to QuickBooks.

To see how your Salesforce fields are mapped to QuickBooks Customers, please view the mapping table below

QuickBooks Field	Salesforce Label	Salesforce API Name
Active	True*	True
Billing Address Line 1	Billing Street	BillingStreet
Billing Address City	Billing City	BillingCity
Billing CountrySubDivisionCode	Billing State	BillingState
Billing Country	Billing Country	BillingCountry
Billing PostalCode	Billing PostalCode	BillingPostalCode
CompanyName	Account Name	Name
DisplayName	Account Name	Name
FreeFormNumber	Phone	Phone
IsProject	False*	False
Id	QB Id	qime__QB_ID__c
Job	False*	False
PrintOnCheckName	Account Name	Name
ResaleNum	Resale Number	qime__Resale_Number__c
SyncToken	SyncToken	qime__QB_SyncToken__c
Shipping Address Line 1	Shipping Street	ShippingStreet
Shipping Address City	Shipping City	ShippingCity
Shipping CountrySubDivisionCode	Shipping State	ShippingState
Shipping Country	Shipping Country	ShippingCountry
Shipping PostalCode	Shipping PostalCode	ShippingPostalCode
Taxable	Taxable	qime__Taxable__c
TaxExemptionReason	Tax Exemption Reason	qime__Tax_Exemption_Reason__c

* Value is hard-coded

Mapping Existing Accounts and Customers

Mapping existing customers within 2 data sets can be a challenging and laborious effort. While it would be nice to be able to link this data automatically, there are too many edge cases to make this possible. If you are looking to sync the two databases, the general workflow is as follows:

1. Export data from both systems.
2. Use VLOOKUP in an Excel sheet to match the databases on fields like name and email.
3. Update the qime__QB_Id__c field in Salesforce using the newly merged data.

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