QuickBooks-Salesforce Integration

A complete Salesforce integration with QuickBooks Online using OAuth 2.0 authentication and Flow-compatible invocable actions.

Installation

One-Click Install (Production)

One-Click Install (Sandbox)

Manual Install via CLI

sf package install --package 04tfo000001FYIXAA4 --target-org YOUR_ORG_ALIAS --wait 10

Features

• OAuth 2.0 Authentication: Secure token-based authentication with automatic refresh
• Customer Sync: Create and sync customers between Salesforce Accounts and QuickBooks
• Estimates: Create estimates with single or multiple line items
• Invoices: Generate invoices from Opportunities
• Payments: Track and record payments
• Flow Actions: All functionality available as invocable actions for use in Flows
• Webhook Support: Real-time sync via QuickBooks webhooks
• Logging: Comprehensive integration logging for troubleshooting

Components

Custom Objects

Object	Description
QuickBooks_Auth__c	Stores OAuth tokens and credentials
QuickBooks_OAuth__c	OAuth state management
QuickBooks_Config__mdt	Custom metadata for configuration
Estimate__c	QuickBooks estimates
Invoice__c	QuickBooks invoices
Payment__c	QuickBooks payments
Integration_Log__c	Integration audit logs

Custom Fields on Standard Objects

Account

• QuickBooks_Customer_Id__c - QuickBooks Customer ID
• QuickBooks_Sync_Status__c - Sync status
• QuickBooks_Last_Sync__c - Last sync timestamp

Opportunity

• QuickBooks_Estimate_Id__c / QuickBooks_Estimate_Number__c - Estimate references
• QuickBooks_Invoice_Id__c / QuickBooks_Invoice_Number__c - Invoice references
• QuickBooks_Sync_Status__c / QuickBooks_Last_Sync__c - Sync tracking

Product2

• QuickBooks_Item_Id__c - QuickBooks Item/Product ID
• QuickBooks_Sync_Status__c - Sync status

Invocable Actions (for Flows)

Action	Description
QuickBooksCustomerInvocable	Create/sync customers
QuickBooksEstimateInvocable	Create single-line estimates
QuickBooksEstimateMultiLineInvocable	Create multi-line estimates
QuickBooksEstimateSendInvocable	Email estimates to customers
QuickBooksInvoiceInvocable	Create invoices
QuickBooksSyncQueueable	Async sync operations
QuickBooksAttachmentInvocable	Attach files to QuickBooks entities

Setup

1. QuickBooks Developer Setup

1. Go to QuickBooks Developer Portal
2. Create an app and get your Client ID and Client Secret
3. Set the OAuth redirect URI to your Salesforce site URL + /services/apexrest/quickbooks/oauth/callback

2. Salesforce Configuration

1. Install the package using the links above
2. Assign the QuickBooks_Integration_Access permission set to integration users
3. Create a Custom Metadata record for QuickBooks_Config__mdt with your credentials
4. Configure Remote Site Settings (included in package):
   • IntuitOAuth
   • QuickBooksProductionAPI
   • QuickBooksSandboxAPI

3. Connect Your QuickBooks Account

Navigate to the QuickBooksAuthStart Visualforce page to initiate the OAuth flow.

Usage Examples

Create Customer from Account (Flow)

Use the QuickBooksCustomerInvocable action in your Flow:

• Input: Account record
• Output: QuickBooks Customer ID

Create Multi-Line Estimate (Flow)

Use the QuickBooksEstimateMultiLineInvocable action:

• Input: Account ID, Line Items JSON, Customer Email
• Output: Estimate ID, Estimate Number

Line Items JSON Format

[
  {
    "itemId": "123",
    "quantity": 1,
    "amount": 1500.00,
    "description": "Product Description"
  },
  {
    "itemId": "456",
    "quantity": 2,
    "amount": 500.00,
    "description": "Another Product"
  }
]

Architecture

┌─────────────────┐     ┌──────────────────┐     ┌─────────────────┐
│   Salesforce    │────▶│  QuickBooks API  │────▶│   QuickBooks    │
│   (Flows/Apex)  │◀────│   Service Layer  │◀────│     Online      │
└─────────────────┘     └──────────────────┘     └─────────────────┘
         │                       │
         ▼                       ▼
┌─────────────────┐     ┌──────────────────┐
│ Custom Objects  │     │   OAuth 2.0      │
│ (Estimates,     │     │   Token Mgmt     │
│  Invoices, etc) │     └──────────────────┘
└─────────────────┘

Security

• All OAuth tokens are stored encrypted in Salesforce
• Automatic token refresh before expiration
• Field-level security via Permission Sets
• No hardcoded credentials - all configuration via Custom Metadata

Contributing

Contributions are welcome! Please read our contributing guidelines and submit pull requests.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

• Create an issue on GitHub for bugs or feature requests
• Check the Integration_Log__c object for troubleshooting

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Package Version: 0.1.0.1 Subscriber Package Version ID: 04tfo000001FYIXAA4