Integrating Salesforce Orders with Quickbooks Pt. 1

Sputnik coffee company has an irritating problem. Currently, their clients use a web portal to place orders on the Salesforce system.

This order system is working well- but the problem is that Sputnik uses Quickbooks as their accounting software.

Every new order requires a cut and paste of the order’s info into Quickbooks. This is a grueling process and is not scalable as Sputnik continues its rapid growth of new accounts and more orders.

Sputnik is very unhappy spending several hours a week cutting and pasting order information from Salesforce to Quickbooks. So, they asked me to help!

After considering the problem I proposed that we build an apex “trigger” that fires the invoice information to Quickbooks when the invoice is completed.

This ended up not being a trivial solution for a few reasons, the first being that Quickbooks requires Oauth2 authorization. Also, the Quickbooks System is somewhat complicated.

What follows in this series is our solution that freed up several hours a week for the Sputnik employees.

Thanks for reading, and look out for part 2- How did we handle the Oauth2 security authoritzation?