Payment

Schedule Payment Sync From QuickBooks to Salesforce

Payments need to be synced to Salesforce to not only get payment status and balance due, but also to see how much of a payment has been applied. The mapping document below describes how fields from QuickBooks map to the payment object in Salesofrce.

QuickBooks Field	Salesforce Label	Salesforce API Name
Total Amt	Amount	qime__Amount__c
Transaction Date	Transaction Date	qime__Transaction_Date__c
Customer Id	Customer Id	qime__customer_id__c
Unapplied Amount	Unapplied Amount	qime__unapplied_amount__c
Id	QB ID	qime__qb_Id__c
Sync Token	QB SyncToken	qime__qb_SyncToken__c

To schedule payments syncing, use the scheduled jobs tab in the QIME app. To manually schedule, perform the following:

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

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

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

Sync All Payments From QuickBooks -> Salesforce

During an initial setup, it is advised to sync all payments from QuickBooks to Salesforce. To bring all payments from QuickBooks to Salesforce, perform the following:

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

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