Create Quickbooks invoice when Salesforce opp is "Closed Won"

Workflow

Sales

Intermediate

Use Template

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Overview

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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

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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

Getting Live

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To configure the workflow for your own use:

Implementation notes

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

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

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