SF Person Account to QB Customer

Property Name

(Question)

Entry Description +

Property Value Explanation

(Answer)

Property Value

(Qualifier)

1

Binding SF Custom Field with QB ListID/Custom Binding Mapping

For each Solution, we bind primary/secondary keys in each application to each other. Sign-in to your Salesforce account, choose Setup at the top, select App Setup on the left, select Accounts, then Fields. Choose Account Name and copy/ past the API field name into Property Value. SF Accounts will now be bound to QB List ID.

2

Binding criteria (optional)

If you do not want to bind QB List ID with a SF Custom Field, other options are available to you via the pull-down menu.

None

Name

Name/Phone

Name/Address (no street)

Name/Phone/Address (no street)

Name or Phone

Name or Company Name

3

Binding SF Custom Field with QB Full/Normalized Name

If you do not want to bind QB List ID with a SF Custom Field or the Optional Binding criteria above, you may create/select your own field to bind with QB Full Name.

4

Normalize Names for binding

No

Yes

5

SF Object to create/update QB Customer

If you’re using a Customer Object instead of the Standard Account Object.

6

SF Field with QB Customer Name

You may create/select a custom SF Object that you want to sync with QB Customer Name.

7

SF Field with QB Company Name

You may create/select a custom SF Field that you want to sync with QB Customer Name.

8

Primary contact selected via

If you use the Primary Contact option in Salesforce, use may choose to reflect this in QB Customers with the following pull-down menu. Establishing Primary Contacts in SF at the Account Level is an SF Data Structure decision. Contact your SF Data Administrator to discuss this option.

None

Account/Contact Role

Contact Level Custom Field

Contact Lookup in Account

Contact Lookup in Opportunity/Object/Object

Other

9

Default Primary Role Name/Opportunity/Object/Object Primary Contact

?????????????????????????????

10

Synchronize Contact Mail Address and Account Billing Address

Select from pull-down menu if you wish to synchronize SF Contact Mail address with QB Account Billing Address (or Primary or All Contacts). If you wish Contact Mail Address to be synchronized with Account Billing Address. 

No

For Primary Contact

For All Contacts

11

Use Billing Address as Shipping

 Select Yes, if you wish to reverse these fields.

No

Yes

12

Use Shipping Address as Billing

 Select Yes, if you wish to reverse these fields.

No

Yes

13

Propagate SF Hierarchy to QB Customer/Job Hierarchy

Select from pull-down menu if you wish to propagate the SF Hierarchy to the QB Customer (Jobs are required/included) Hierarchy. SF Hierarchy in SF at the Account Level is an SF Data Structure decision. Contact your SF Data Administrator to discuss this option. The corollary to SF Hierarchy is QB Customer/Jobs Hierarchy.

No

Yes

Yes, using Custom Object

14

Hierarchy Level to create QB Job

Number of Hierarchy levels you’re looking to create in QB.

15

SF Object Name to create QB Job/Address

SF Custom Object corollary to QB Job.

16

SF field for Customer Terms

You may create/select a custom SF Field that you want to sync with QB Customer Terms. SF Custom fields are fields that you can define and then integrate with a QB selected field. Take care to understand the formatting of the newly created SF Custom field matches the selected QB field.

17

SF field for Customer Type

You may create/select a custom SF Field that you want to sync with QB Customer Type. SF Custom fields are fields that you can define and then integrate with a QB selected field. Take care to understand the formatting of the newly created SF Custom field matches the selected QB field.

18

SF field for Customer Tax Code

You may create/select a custom SF Field that you want to sync with QB Customer Tax Code. SF Custom fields are fields that you can define and then integrate with a QB selected field. Take care to understand the formatting of the newly created SF Custom field matches the selected QB field.

19

SF field for Customer Tax Item/Taxable

You may create/select a custom SF Field that you want to sync with QB Customer Tax Item.

SF Custom fields are fields that you can define and then integrate with a QB selected field. Take care to understand the formatting of the newly created SF Custom field matches the selected QB field.

20

SF Account Custom field for Total Balance

You may create/select a custom SF Field that you want to sync with QB Total Balance.

21

SF Contact Custom field for Middle Name

You may create/select a custom SF Field that you want to sync with QB Middle Name.

22

Permitted sync operations from SF Account/Contacts to QB Customers

Select from pull-down menu synchronization options from SF Accounts to QB Customers. Depending if you’re initializing either SF or QB, or just one of them is new – you may decide on these functions. Ex. If QB Customers are already there, and you don’t want them over-ridden by SF Accounts, you would select “Update Only”.

None

Create and Update

Create Only Update Only

23

Create new QB Customer when

Select from pull-down menu to create new QB Customer at the Account or Opportunity level. If you select a SF custom field, you need to create it in either SF Accounts or SF Opportunities.

SF Account created

SF Opportunity/Object is in certain stage

SF Account Custom field has certain value

SF Opportunity/Object Custom field has certain value

SF Opportunity/Object is Won

SF Account and Opportunity/Object created

Other

24

SF Opportunity/Object Stage to create new QB Customer

SF Custom field Opportunity Stage created/required to synchronize with the selection of “Create new QB Customer when”. The defined stage to create a new customer in QB. ex. “Closed Won”.

25

SF Custom Field Name to create new QB Customer

SF Custom field Name created/required to synchronize with the selection of “Create new QB Customer when”. If you selected the above “SF Opportunity Stage to create new QB Customer” you would not use this field.

26

SF Custom Field Value to create new QB Customer

SF Custom field Value created/required to synchronize with the selection of “Create new QB Customer when”. If you selected the above “SF Opportunity Stage to create new QB Customer” you would not use this field.

27

Merge new SF Accounts with existing QB Customers

Select from pull-down menu to merge a new SF Accounts with existing QB Customers based on the following selections at the Account level. The Merge feature allows you merge existing SF Accounts with existing QB Customers that are selected on the parameters.

Do not merge

Name/Phone/Address (no street)

Name/Phone

Name/Address (no street)

Name

Other

28

Fill QB Customer Billing Street Address with

Select from pull-down menu to fill QB Customers Billing Street Address with selections at the Account level. SF Account format selection to populate QB Customer Billing Address. 

Do not fill

As SF Account

Name/Address

First Name + Last Name/Name/Address

First Name + Last Name/Address

Other

29

Fill QB Customer Shipping Street Address with

Select from pull-down menu to fill QB Customers Shipping Street Address with selections at the Account level. SF Account format selection to populate QB Customer Shipping Address. 

Do not fill

As SF Account

Name/Address

First Name + Last Name/Name/Address

First Name + Last Name/Address

Other

30

Permitted sync operations from QB Customers to SF Account/Contacts

Select from pull-down menu the synchronization operation you want performed from QB Customers to SF Accounts. The opposite the SF to QB sync above.
Depending if you’re initializing either SF or QB, or just one of them is new – you may decide on these functions. Ex. If SF Accounts are already there, and you don’t want them over-ridden by QB Customers, you would select “Update Only”.

None

Create and Update

Create Only

Update Only

31

Create/Update SF Account when

Select from a pull-down menu the operation you want to perform to create/update the SF Account when.

QB Customer created/modified

QB Customer field has certain value

Other

32

QB Field Name to create/update SF Account

If QB “Customer Field has a certain value” was selected above, enter the QB Field Name. Format is:

33

QB Field Value to create/update SF Account

If QB “Customer Field Value has a certain value” was selected above, enter the QB Field Value. Format is:

34

Merge new QB Customers with existing SF Accounts

Select from the pull-down menu the operation you want performed to Merge new QB Customers with existing SF Accounts. The Merge feature allows you to merge existing QB Customers with existing SF Accounts that are selected on the parameters.

Do not merge

Name/Phone/Address (no street)

Name/Phone

Name/Address (no street)

Name

Other

35

Create/Update SF Contact Records

Create a Salesforce Contact Record.

No

Yes

36

Create/Update Alt. Contact as SF Contact Record

 Create an Alt. Salesforce Contact Record.

No

Yes

37

Fill SF Account Billing Street Address with

Do not fill

As QB Customer

Name/Address

First Name + Last Name/Name/Address

First Name + Last Name/Address

Other

38

Fill SF Account Shipping Street Address with

Do not fill

As QB Customer

Name/Address

First Name + Last Name/Name/Address

First Name + Last Name/Address

Other

39

Ignore QB Jobs

No

Yes

40

Provide to SF Financial Information Only

No

Yes

42

Synchronize QB Account Number to SF

No

Yes

42

30/60/90 terms support required

Select from pull-down menu the operation you want to perform – rolling totals of AR outstanding for 30/60/90. See SF custom fields required to support this configuration – there are 3 of them.

No

Yes

Yes (Extended)

Yes (15 days)

Yes (Invoice Date)

Yes (Extended, Invoice Date)

Yes (15 days, Invoice Date)

43

Use QB Full Name to merge

Select from pull-down menu the operation you want to use the QB Full Name to merge.

No

Yes

44

SF Account Owner to QB Sales Rep mapping required

Select from pull-down menu the operation you want performed map QB Sales Rep structure to SF Account Owner.

No

Yes

Yes (using Customer Type)

Yes (using Custom Field)

45

SF Account/Contact to QB Customer custom mapping 1

Customer mapping field entries for any to any mapping – delineate groups with a semi-colon. Format is: up to 10 additional fields may be mapped here.

46

SF Account/Contact to QB Customer custom mapping 2 (more mappings)

Customer mapping field entries for any to any mapping – delineate groups with a semi-colon. Format is: up to 10 additional fields may be mapped here.

47

Credit Card Info Synchronization required

Select from pull-down menu the operation you want performed to synchronize SF CC information with QB CC information.

No

Yes

Short

48

Primary Contact Synchronization to Customer Contact Area required

Select from pull-down menu the operation you want to perform to synchronize SF Account Primary Contact to QB Customer Contact.

If you have selected the “Primary Contacts” above, you can additionally choose synchronization with QB Customer Contacts.

No

Yes