Sales Receipts

Syncing Sales Receipts

Sales Receipts are another Quickbooks object that represent a customer payment. They signify a payment that has already been collected. We use the opportunity object in Salesforce to signify Sales Receipts.

Required Configuration

Because Sales Receipts are created as opportunities, we need to configure the following:

• Stage Name
• Pricebook

This configuration data is stored in the Custom Metadata QIME Parameter

Sales Receipt Stage Name

We can set the stage name opportunities are created with under the Sales Receipt Stage metadata type. The default stage is Closed Won.

Sales Receipt Pricebook

We can set the pricebook opportunities are created with under the Sales Receipt Pricebook metadata type. This must be configured.

Sales Receipt Lookback

We can set the amount of hours that sales receipts are queried with under the Sales Receipt Hours Lookback metadata type. The deafult is 24 hours.

Sales Receipt Mapping

Opportunity Mapping

QuickBooks Field	Salesforce Label	Salesforce API Name
Transaction Date	Close Date	CloseDate
Customer Id	Customer Id	customer_id__c
Id	QBO ID	qbo_Id__c
Document Number	Document Number	Docuement_Number__c
Name	SR-DocNumber	qbo_SyncToken__c
Delivery Time	Delivery Time	Delivery_Time__c
All Emails	All Emails	all_emails__c
All CC Emails	All CC Emails	all_cc_emails__c
All BCC Emails	All BCC Emails	all_bcc_emails__c
Payment Method	Payment Method	payment_Method__c
Payment Status	Payment Status	Payment_Status__c
Balance	Balance	Balance__c
Tax	Tax	tax__c
Class	Class	class__c

Opportunity Product Mapping

QuickBooks Field	Salesforce Label	Salesforce API Name
Id	QBO ID	qbo_Id__c
Document Number	Document Number	Docuement_Number__c
Line Number	LineNum	LineNum__c
Amount	Sales Price	UnitPrice
Description	Description	Description
ItemRef Id	ItemRef Id	ItemRef_Id__c
Qty	Quantity	Quantity
Class	Class	Class__c

Syncing Classes

Classes are a way of further categorizing transactions. They can be configured at the top level of the transactrion or the product level. Learn more about classes here

Syncing All Sales Receipts

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

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

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

Scheduling Sales Receipts Sync

Sales Receipts can be brought over hourly. To schedule Sales Receipts 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 Sales Receipt Sync XX:00', '0 0 * * * ?', new qime.QBSalesReceiptBatch());