Salesforce connector to QBO - how are invoice numbers applied

Thanks for checking in with us, rvitullo.

We can only map the Salesforce information to custom fields in QuickBooks Online (QBO) sales forms. Wherein, you can use text-based custom fields on sales forms to capture this data. The fields don't need to match exactly and this allows you to update the fields at any time. Also, it won't affect approved or saved opportunities. Here's how: 

1. In QuickBooks Online Advanced, go to the Salesforce menu.
2. In the Customize section, select Field Name Settings.
3. Review the fields in the Salesforce column.
4. In the QuickBooks field dropdowns, choose the custom fields you want the info to go into. You can also create new custom fields specifically to capture this data.
5. When you're done, press Save.

We can also make QuickBooks custom fields visible in Salesforce. Let me show you how:

1. Open Salesforce.
2. Follow the steps to edit your Opportunity layout.
3. In the Opportunity layout section, select Fields.

This lets you add or remove fields from your default Opportunity layout by following the steps below: 

1. Drag the invoice status, amount, ID, or invoice number fields onto the Opportunity layout.
2. Arrange the fields.
3. When you're done, tap Save.

For more details about connecting your Salesforce account and import opportunities, see the Connect Salesforce to get opportunities into QuickBooks Online Advanced article. Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

 Keep me posted if you need a hand with running your financial reports or any QBO related. I'm always here to ensure your success. Have a great day. 

How does the payment information from the invoice get back into Salesforce after it is paid. Does the connector sync bi-directionally?

The app I am using is the QuickBooks Connector for Salesforce that was built by Intuit. I want to make sure that I contact the right people. Do I contact the Intuit Developers or is there a phone number I can call to talk to an representative with Intuit Tech support

Thank you for getting back, @storenfinancial.

You can connect with our QuickBooks Support Team for assistance in checking the payments of your invoices from Salesforce Connector by QuickBooks. I'm here to guide you with the process.

1. Open your QuickBooks Online account, then go to the (?) Help icon.
2. Choose the Talk to a human option (then type it again when prompted).
3. When asked by the bot, enter a short description of your concern.
4. Select I still need a human.
5. Proceed with Contact us.
6. Click Let’s talk, then choose either Get a call or Start messaging. 

For the support's business hours, I encourage checking out the details from this link.

To learn more about how this app works with QuickBooks, you can open this article: Salesforce Connector by QuickBooks.

If you have any other follow-up questions about your invoices or payments, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

Can my customer info from Salesforce somehow be exported to QBO?

Hi there, @Aredheadedwench.

Let's go to the Salesforce menu and verify if you can import your customer information to QuickBooks Online (QBO). Here's how:

1. Go to the Salesforce menu.
2. Select Import settings in the Customize section.
3. Verify if you can select a customer from the drop-down.
4. Click Save.

However, if there isn't an option to sync the customer info, I recommend reaching out to the Salesforce Support team. This way, they can verify if Salesforce can import that information.

You might want to read this article to learn how Salesforce works with QuickBooks: Connect Salesforce to get opportunities into QuickBooks Online Advanced.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. 

@Aredheadedwench 

Do you need to export past data or every new data to be duplicate on your QBO account?

I too am having issues with Invoice data syncing back to Salesforce. Is this something you can assist me with?

@JPereira 

You are using QB Online, correct? Utilize this app to mirror your invoice data from QBO to Salesforce.

https://www.make.com/en/register?pc=quickbooks

Consider using the trial version of a backup restore app before trying the abovementioned process.

https://rewindio.grsm.io/quickbooks

Hi there, @JPereira. 

I want to ensure that you get the assistance you need.

To sync your data from QBO to Salesforce, you'll need a connector app. Let me show you how.

1. Sign into your QBO account as Admin.
2. Then, go to the Apps tab. Search for Salesforce Connector by QuickBooks.
3. Click Get app now.
4. Decide how opportunities will appear in QuickBooks.
5. Add your Salesforce products and services to QuickBooks.
6. Then, add Salesforce info to custom fields on QuickBooks sales forms.
7. Hit get opportunities into QuickBooks.

With the above steps you're able to sync your invoice data to QBO.

To learn about how QuickBooks sync with Salesforce, see below articles:

• How to Connect Salesforce to QuickBooks Online Advanced
• Connect Salesforce to get opportunities into QuickBooks Online Advanced

In case you need help with other tasks in QBO, click this link to go to our general topics with articles.

Drop a comment here if you still have questions or concerns with syncing your data to salesforce. Take care and have a nice day ahead.