Create new Salesforce Opportunity from QuickBooks Online Invoice

This integration selects new QuickBooks Online invoices and imports them to Salesforce as opportunities.

Notes

• It does not import pre-existing QuickBooks Online invoices to Salesforce opportunities.

• For best results, customers and products should be pre-synced between QuickBooks Online and Salesforce apps.

How to Set Up

1. Select or create connections: QuickBooks Online connection for Source and Salesforce connection for Target.

2. Provide the necessary information for the integration execution:

   1. Open the import task.
   2. On the Mapping Definition tab, for the Pricebook2Id field, enter Salesforce Price Book name instead of Enter your Price Book name... placeholder.
   3. On the Mapping Definition tab, to map the related object Opportunity.OpportunityLineItem, select it from the list above the list of Salesforce fields.
   4. For the PricebookEntryId field enter Salesforce Price Book name instead of Enter your Price Book name... placeholder.
   5. Save the task.

3. Specify the schedule on which the integration will run automatically.

Tips

• To create Salesforce opportunities from specific new QuickBooks Online invoices, configure filters in the task editor.