QuickBooks Online & Salesforce Integration
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I need a clean, well-structured QuickBooks Online file built from scratch and then linked seamlessly to our Salesforce CRM so I can manage every financial transaction in one place. The core objective is straightforward: invoices, payments, deposits, and bank feeds must all flow into QuickBooks accurately, giving me reliable real-time data without manual entry or duplicated effort.
Here is what I expect:
• QuickBooks Online initial setup (chart of accounts, tax settings, bank/credit-card connections, user permissions).
• Two-way integration with Salesforce using the most stable app connector you recommend, fully tested with sample sales and refunds.
• Custom mapping of Salesforce fields to QuickBooks (customers, products, classes, payment terms) so nothing is lost in translation.
• Basic workflow documentation and a brief hand-off call showing me how transactions appear, how to troubleshoot sync errors, and how to run key reports.
Everything must be completed in a live production environment without disrupting current Salesforce data. If you have handled QuickBooks-to-Salesforce projects before, please mention the connector(s) you prefer and any similar industries you have supported.
Here is what I expect:
• QuickBooks Online initial setup (chart of accounts, tax settings, bank/credit-card connections, user permissions).
• Two-way integration with Salesforce using the most stable app connector you recommend, fully tested with sample sales and refunds.
• Custom mapping of Salesforce fields to QuickBooks (customers, products, classes, payment terms) so nothing is lost in translation.
• Basic workflow documentation and a brief hand-off call showing me how transactions appear, how to troubleshoot sync errors, and how to run key reports.
Everything must be completed in a live production environment without disrupting current Salesforce data. If you have handled QuickBooks-to-Salesforce projects before, please mention the connector(s) you prefer and any similar industries you have supported.
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