Salesforce Enhancements

[ZeeLiger]

Tasks for the Salesforce to QuickBooks integration are:

• Implement checking of create/update notices of payment/invoice using webhook from QuickBooks to be sent to Salesforce as receivable

• Query all Accounts using SOQL, create a sheet from the results, and send to Kim.

• Add Customer Type field to QuickBooks from Salesforce during estimate creation, currently BLOCKED, and requires discussion before proceeding.

• Ask Kim what DBSync previously created, confirm how it appeared in QuickBooks, and check the interface.

• Create field in quickbooks to store the opportunity id. If field in quickbooks is unavailable, make the opportunity in the receivable blank

• Verify if account id exists in the webhook for listening for the payment/invoice

• Fix edge case where quickbooks id is not in salesforce but client is already created in quickbooks.

[pacholoamit]

Payments occur quickbooks

[pacholoamit]

Reference Salesforce Receivable: https://mediajel.lightning.force.com/lightning/r/AVSFQB__Invoices__c/a0DJw00000A7DCVMA3/view

Reference Quickbooks invoice: https://qbo.intuit.com/app/invoice?txnId=39535

Mappings:
Invoice Date QBO -> Transaction Date in Salesforce
Due Date QBO -> AVSFQB_DueDate__c in Salesforce
Salesforce Sync Date -> When the action is ran on our end.

[pacholoamit]

Keep an eye out for recurring invoice.

[ZeeLiger]

To add: Error logs to salesforce on the try catch