Integrating Quickbooks with Salesforce will allow you to share your financial data with your sales team. Not only will you be able to view customer information, but by connecting with QuickBooks, you can also track expenses, create customer reports, and gain insights so you can better forecast.
Connecting with QuickBooks
reduces duplicate data entry,
and drives more insights
In this example - We want to Create Invoice when Salesforce Opportunity is CLOSED AND WON.
Once you get your Salesforce - Opptunity is in closed and WON status we want create an invoice in Quickbooks.
We want to create an invoice with all the Items from product lines in Salesforce
If the Opportunity is closed we want Read the contact Details From Salesforce.
If the customer doesn’t yet exist in Quickbooks we want to create it.
Once you create the customer we want to read all the product-lines from Salesforce so that we can create Invoice items within Quickbooks
Once all the line items are created, we can create an invoice.
Once the invoice is created we want to just add send a slack notification to sales team that an invoice has been created.