2022
Can QuickBooks reports be integrated to Salesforce ?
The short answer is yes if a user wants a specific report to be sent to salesforce , DBSync can handle it . The different types of QB reports and filtering is likely going to change for each report, so the open-ended answer is that the integration is possible , but should be researched on case-by-case basis.
so the open-ended answer is that the integration is possible , but should be researched on case-by-case basis.
The QB Desktop exposes API directly for the following reports
If there is a integration requirement for any of the listed report , the integration is straightforward and if there is any other report which has to be sent to Salesforce then there is a customized solution provided by DBSync .
Lets look the below example how DBSync handles profit and Loss report to be integrated to salesforce custom object.
For this solution, i need to create two salesforce entities to hold the data of the QuickBooks
A SF user would need to customize different summary fields, depending on what they want to display on. The integration is simple , configure connectors, hold the QBD report data on which transformation need be applied. Upsert this account records via their primary key allowing them to run on recurring basis.