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QuickBooks Online & Salesforce Integration

Freelancer

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event发布于 2026年9月22日 · verified我们于 2026年9月23日 确认该职位仍然有效

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₹ 750 – ₹ 1.250 (每个项目)

职位介绍

I need a clean, well-structured QuickBooks Online file built from scratch and then linked seamlessly to our Salesforce CRM so I can manage every financial transaction in one place. The core objective is straightforward: invoices, payments, deposits, and bank feeds must all flow into QuickBooks accurately, giving me reliable real-time data without manual entry or duplicated effort. Here is what I expect: • QuickBooks Online initial setup (chart of accounts, tax settings, bank/credit-card connections, user permissions). • Two-way integration with Salesforce using the most stable app connector you recommend, fully tested with sample sales and refunds. • Custom mapping of Salesforce fields to QuickBooks (customers, products, classes, payment terms) so nothing is lost in translation. • Basic workflow documentation and a brief hand-off call showing me how transactions appear, how to troubleshoot sync errors, and how to run key reports. Everything must be completed in a live production environment without disrupting current Salesforce data. If you have handled QuickBooks-to-Salesforce projects before, please mention the connector(s) you prefer and any similar industries you have supported.

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