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Relational Junction
Special Edition for QuickBooks© Users Salesforce.com Integration with QuickBooks
Relational Junction provides a customizable integration between Salesforce.com and QuickBooks.
This product is available now, and includes professional services for the implementation and
customization to your business practices.
This solution is available for QuickBooks Professional, Premier, and Online Editions. Supports Salesforce.com Professional, Enterprise and Ultimate Editions.
Features
- Creation and maintenance of Items in QuickBooks, with changes synchronized to Salesforce.com Products
- Creation of Customers in QuickBooks based on an Account's having its first opportunity reach a configurable stage
- Updating of selected information in Salesforce Accounts when changes are made in QuickBooks
- Creation of financial transactions in QuickBooks when Opportunities reach a configurable stage. The integration will support creation of Sales Orders or Invoices, depending on which QuickBooks version is used.
- This solution is highly configurable, and the customization is included in the implementation.
Supports key business objectives
- Maintenance of products and pricing in QuickBooks ensures Finance control over the product list and pricing
- Creation of new customers in QuickBooks when first financial transactions happen
- Creation of Invoices or Sales Orders in QuickBooks
- Selection logic can be customized to use any criteria
- Requires no custom fields in Salesforce
- Supports Account Dynamics integration logic
- Allows custom address fields that conform to QuickBooks standard, including bill-to and ship-to on the invoice that can be different than the Customer address
- Allows posting of customer or transaction summary data back to Salesforce Account (e.g.: credit and balance information)
- Sesame Professional Services included to ensure that customer needs are met
- Customized open source integration logic included
Follows proper accounting principals
- Ensures proper business processes and data ownership (Finance vs. Sales)
- Ensures proper accounting controls
- Reliably creates customers and financial transactions
- Integration processes designed for maximum reliability
- All exceptions logged with the ability for users to resolve data issues via email links to problematic data
Products
- Relational Junction for Salesforce (Limited Edition)
- Functionality supports QuickBooks integration only
- May not be purchased separately
- Enabled on Salesforce.com Professional, Enterprise, and Ultimate Editions
- Relational Junction: Special Edition for QuickBooks© Users
- Bi-directional replication of QuickBooks data required to support Product maintenance and creation of Customers, Invoices, Sales Orders
- QuickBooks Integration
Includes
- Complete Technical documentation, telephone, and email customer support.
- Installation and training included
- Data migration, integration, and implementation assistance is available through our Professional Services group.
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