Salesforce and QuickBooks Integration: Sync with No-coding

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  • Опубліковано 2 сер 2024
  • Learn how to integrate Salesforce and QuickBooks easily and with no coding. Skyvia is a no-code cloud data integration platform which supports more than 180 connectors (including both QuickBooks Online and QuickBooks desktop connectors) and requires nothing except a web browser.
    In this video we will show 2 data synchronization scenarios: inserting QuickBooks invoices to Salesforce and updating Salesforce Invoices from QuickBooks data automatically on schedule. We will also briefly explore Skyvia's visual designer tools for building ETL data pipelines and creating workflow automations.
    Get Skyvia for free: skyvia.com
    Timestamps:
    00:00 - Introduction
    00:40 - Create Salesforce and Quickb connections
    01:06 - Insert Invoices from Salesforce into QuickBooks
    03:25 - Update Salesforce Invoices based on QuickBooks data
    04:25 - Visual ETL data pipeline designer
    04:55 - Workflow Automation tool
    👉 Do you want to learn more about Skyvia? Watch our overview video: • Overview of Skyvia Clo...
    ✅ Check how Skyvia products can help your company in different scenarios: skyvia.com/solutions/
    🔥 Solve a wide range of data related tasks with our all-in-one cloud data platform! Get started for free app.skyvia.com/register
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    📧 Do you have any questions or tutorial-related ideas? Feel free to leave a comment or send us an email to sales@skyvia.com
  • Наука та технологія

КОМЕНТАРІ • 2

  • @jerryraju6293
    @jerryraju6293 13 днів тому

    Hi Can you please suggest me on this, I connected salesforce and QB, but I'm not able to find Invoice_QB_C . Please suggest me do i need to install qb in my salesforce.....?

    • @SkyviaPlatform
      @SkyviaPlatform  10 днів тому

      Hi there! Thank you for your question!
      Let me clarify this for you:
      1) Invoice_QB__C is a custom table we created for demonstration purposes in a video. In your Salesforce org, you might have a different table name that contains your QuickBooks Invoices or related data.
      2) You don't need to install QuickBooks in your Salesforce. The connectors to these data sources on Skyvia will be sufficient for the integration to work.
      If you need more help with your specific setup, I recommend reaching out to the support team here: skyvia.com/company/contacts. They can provide detailed assistance tailored to your particular scenario.