DBSync Cloud Workflow (iPaaS)

2022

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Introduction 
Many of the business user want to integrate QB reports with the SF custom object , I always come across with the one very question from a standard business user of the QB and SF that 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

  • General Summary Report
  • Job Report
  • Time Report
  • Aging Report
  • Budget Summary Report
  • General Detail Report
  • Custom Detail Report
  • Custom Summary Report
  • Payroll Detail Report
  • Payroll Summary Report

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.

  1. Since the P&L report is not exposed directly by the QuickBooks API , we use Custom Detail Report API
  2. Configure the connectors QBD, Salesforce with appropriate credentials
  3. We build logic around with Dynamic querying capabilities which will run the Report in QBD and returns us the required fields
  4. There are transformation applied via DBSync platform to salesforce custom object so that data is transformed as per the business requirement
  5. Finally, the data gets inserted to the Salesforce custom object.

For this solution, We need to create two salesforce entities to hold the data of the QuickBooks

  • QBD P&L entity which would hold the records of the QBD P&L report
  • Opportunity Entity which would hold the details records of the QBD P&L record (serving as Master)

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.

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