Templates / Sales / Salesforce Opportunity won - create Quickbooks invoice

Salesforce Opportunity won - create Quickbooks invoice

Overview

When sales opportunities are closed many actions can happen afterwards.

In this template when an opportunity is marked as “Closed - Won” in Salesforce, an invoice will be created within Quickbooks Online.

If that customer does not exist in QuickBooks Online it will be created then it will create the Invoice and create a relationship between Salesforce and Quickbooks for future reference.

The business value this brings is:

  • Little to no processing time for finance teams

  • Improved visibility for finance teams by allowing them to focus on reviewing invoices instead of creating them.

Prerequisites

This workflow assumes the following:

  • You can authenticate with Salesforce

  • You can add a new custom field to the Account Object within Salesforce (used for housing the QuickBooks customer id)

  • You can authenticate with QuickBooks Online

salesforce-closed-won-opportunity-invoice-in-quickbooks

Getting Live

To configure the workflow for your own use:

Implementation notes

A key part of this workflow is using data storage to set the name and Id of the customer:

set-qb-name-and-id

These can then be retrieved in order to create the invoice:

get-qb-name-and-id

And you can see that they are passed as the 'Customer reference' details:

create-invoice-add-id-name