Items

Syncing Products

Syncing products is essential to the QB linking if products in invoice line items are used in invoices. The products in QuickBooks can be linked to products in Salesforce, through the field qime__QB_Id__c. At a later release, this process of linking products will be simplified. At the time of writing, there is a good YouTube video on how to export products from QuickBooks to an excel sheet:

Once products with Ids are exported, perform the following to link QB products with SF Products:

1. Link products from QB to Products in QB using Excel
2. Upload QB Ids to SF

Pushing Products From SF to QB

We can push Products to QB from SF. QB does not have the concept, of pricebooks, so we need to select one pricebook to store the pricing.

To sync products, we need the following configuration:

1. Pricebook with qime__QB_Pricebook__c set to true.
2. Pricebook Entry associated with the pricebook.

Additionally, every product needs to be tied to an income account. This is controlled with the Income Account field in Salesforce. The default Services account is used but more accounts can be added by adding values to this picklist.

From here, we can use the Push to QB button to sync an individual product.

Syncing Multiple Products

With the above configuration, we can mark products as qime__QB_Product__c to true to flag products to push to QB.

From here, we can run the following code to push all products:

qime.QBItemBatch batch = new qime.QBItemBatch();
Database.executeBatch(batch, 20);

This will push all products that meet the above criteria from SF to QB.

This also assumes that SF will overwrite data for every field except the following

• Qty On Hand
• Purchase Cost

Product -> Item Mapping

QuickBooks Field	Salesforce Label	Salesforce API Name
Id	QB Id	Product2.qime__QB_Id__c
Name	Name	Product2.Name
Unit Price	Unit Price	PricebookEntry.UnitPrice
Active	Is Active	PricebookEntry.isActive
Type	QB Type	Product2.qime__QB_Type__c
Income Account	Income Account	Product2.qime__Income_Account__c
Synctoken	QB Synctoken	Product2.qime__QB_SyncToken__c
Qty On Hand	Qty On Hand	Product2.qime__Qty_On_Hand__c
Purchase Cost	Purchase Cost	Product2.qime__Purchase_Cost__c

Pulling Products From QB to SF

We can also pull all the products from QB to SF.

Run the following code to perform this:

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

Item -> Product Mapping

QuickBooks Field	Salesforce Label	Salesforce API Name
Id	QB Id	Product2.qime__QB_Id__c
Name	Name	Product2.Name
Type	QB Type	Product2.qime__QB_Type__c
Income Account	Income Account	Product2.qime__Income_Account__c
Synctoken	QB Synctoken	Product2.qime__QB_SyncToken__c
Qty On Hand	Qty On Hand	Product2.qime__Qty_On_Hand__c
Purchase Cost	Purchase Cost	Product2.qime__Purchase_Cost__c

Using only a ‘Services’ Line Item

Some companies do not want multiple line items on their invoices, and just use a simple Services product on the invoice. If you are looking to sync invoices with only a services line item, perform the following to have this configured:

Getting the Product ID From QuickBooks

To get the product ID from an individual product

1. Go to Settings -> Products and Services
2. Find the desired product.
3. Click on the down arrow, and select Run Report
4. Copy the URL into a text editor.
5. Find the item= URL parameter and copy down the id.

Configure in Salesforce

1. Go to Setup -> Custom Metadata Types
2. Go to QIME Config
3. Edit the Default record.
4. Use the following properties: 3. Use Line Item - True 4. QB Product Id - The product id from QB
5. Save the record.