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In this video, we discuss how to configure QIME (QuickBooks Integrations Made Easy), a Salesforce / QuickBooks Online Integration. QIME allows Salesforce Orgs to create invoices from opportunities, sync invoices from QuickBooks Online to Salesforce, sync payments, create customers from accounts, and more. We go over examples of how companies can use QIME to supercharge their Salesforce implementation, how to configure the appexchange package and install QIME, and how to schedule and bring over all QBO data.
Source Code: https://github.com/jawills/QIME
Write Up: https://www.1sync.co/integratequickb...
Export QBO Products: • Export ALL QBO Data for ANY Object
QBO API: https://developer.intuit.com/app/deve...
Chapters:
0:00 Intro
1:53 Demo
3:44 Initial Configuration
7:40 Authentication Using Named Credential
17:33 Syncing Customers
21:43 Syncing Products
22:37 Using One Line Item Per Invoice
24:49 Syncing Invoice Terms
26:52 Syncing Invoices
30:05 Schedule Invoice Sync
31:00 Syncing Payments