- InterWeave Documentation
Salesforce to QuickBooks
InterWeave Solutions Portal Help &
Training Guide
©2023 Integration Technologies, Inc.
Contents
Introduction to The InterWeave Help & Training Guide for Salesforce Solutions
Using the Help & Training Guide
InterWeave Service, Product, Hybrid Models
Contact Information
Welcome to the InterWeave Solutions Portal for Salesforce Solutions
Featured Solutions
Salesforce_QuickBooks
Payment Object
Credit Memo Object
Connection Issues with Salesforce, QuickBooks, Firewalls and your Domain
Resetting your QuickBooks Connection
InterWeave Solutions Portal Configuration Guide
Salesforce_QuickBooks Configuration Details
Object Selection
SF Acct to QB Cust
SF Person Acct to QB Cust
SF Acct to QB Vendor
SF Opportunity to QB Job
SF Opportunity to QB Purchase Order
SF Opportunity to QB Sales Order
SF Opportunity to QB Invoice
SF Opportunity to QB Sales Receipt
SF Opportunity to QB Estimate
SF Opportunity to QB Check
QB Multiple Transaction Supported
SF Products to QB Items
Price Book and Company File
SF / QB Credentials
Integration Manager Process Guide
Salesforce_QuickBooks Solution
User Creation and Receipt of Token
Setting and Scheduling your Transactions
Managing your Transactions
InterWeave Transaction Definition and Execution Overview
Salesforce to QuickBooks Transactions
Utility Transactions
Date Range Utility Transactions
Scheduled Transactions
Common Error Messages
Error Messages
QuickBooks, IBIZ connector & your Domain
InterWeave Issued Errors
QuickBooks Issued Errors
Introduction to The InterWeave Help & Training Guide for Salesforce Solutions
Welcome to the award-winning, InterWeave, the on-demand service designed for you to manage your Solutions, integrate with other systems, and even build your own Solution.
The InterWeave service includes the following components:
InterWeave Smart Solutions
Smart Solutions includes pre-built integration Solutions between the “Best of Breed” applications in the market today ranging from CRM to Financial to ERP to Billing to eCommerce to Telephony to Customer Service, Data Base, Web Services, etc.
InterWeave Smart Solutions Platform
The InterWeave Smart Solutions platform is the first Platform as a Service (PaaS), enabling developers to create and deliver any kind of integrated business Solution, entirely on-demand and without software. The platform IDE includes easy-to-use, point-and-click customization tools to create solutions for your unique business requirements, without any programming experience.
The Salesforce service includes the following components:
Salesforce Applications
Salesforce includes prebuilt applications for customer relationship management (CRM) ranging from sales force automation to partner relationship management, marketing, and customer service.
Force.com Platform
The Force.com platform is the first Platform as a Service (PaaS), enabling developers to create and deliver any kind of business application, entirely on-demand and without software. The platform also includes easy-to-use, point-and-click customization tools to help you create solutions for your unique business requirements, without any programming experience.
Force.com AppExchange
Force.com AppExchange is an on-demand application-sharing service, featuring hundreds of applications, all created by salesforce.com customers, developers, and partners. Many of the applications are free and all of them are pre-integrated with Salesforce, enabling you to easily and efficiently add functionality.
Salesforce.com Community Services
Salesforce.com also provides a suite of services, programs, and best practices that enable customers to take on-demand success to the next level. Learn more about the types of assistance available to help you be successful.
Using the Help & Training Guide
All information in the online help applies to All Editions, unless otherwise noted.
The InterWeave Smart Solutions Help & Training document offers the resources you need to be successful. You can:
- Find Answers to Your Questions
- Consult, Print, or Email Online Help Topics
- Download Tip Sheets and Best Practice Guides
- Review Documentation for Force.com Developers
- Take Free Training
- Contact Customer Support
Find Answers to Your Questions
Click Help & Training at the top of any page. Enter your keywords in the Search box and click Go!. The search returns online help topics, knowledge base solutions, and recommended training classes that match the keywords you entered.
Tips for searching within the Help & Training window: Consider these tips when searching:
- Search returns online help topics, knowledge base solutions, and recommended training classes that include all or any of your keywords. For example, searching for data loader may return results with just data, just loader, or both keywords in any order. Items that include more of your keywords are listed higher in results, and items that contain your keywords as a phrase or near each other are also listed higher.
- Use multiple keywords to narrow your search results. For example, create lead assignment rules returns more specific results than just assignment rules.
- Search is not case-sensitive. Mail Merge is the same as mail merge.
- Search finds variants of your keywords, for example, searching for creating finds items containing create, creation, or creating.
- Commonly used words such as the, about, and, and not are ignored.
- Search wildcards, such as * and ?, and operators, such as AND, OR, and AND NOT, are treated like any other keyword. For example, searching for outlook AND cases is treated exactly the same as outlook cases.
After you find the answer you need, you can click the Email Page link at the top of the window to send a URL for the help topic or knowledge base solution to yourself or anyone else.
Consult, Print, or Email Online Help Topics.
Click the Help for this Page link to open a context-sensitive online help topic describing that page. On any related list in InterWeave, click the Help link to open an online help topic describing that related list.
To print a PDF version of the online help, click the Help tab of the Help & Training window and click Printable User Guide in the taskbar.
To email the URL for any online help topic to another person, click the Email this Page link in the top right of the Help & Training window.
Download Tip Sheets and Best Practice Guides
Select the Help tab of the Help & Training window and click Tips & User Guides in the taskbar to view and download tip sheets, implementation guides, and best practices for specific features.
Review Documentation for Force.com Developers
If you are building a Solution on the InterWeave Smart Solutions platform, see Documentation Resources for InterWeave Smart Solutions Developers for more information.
Take Free Training
Select the Training tab of the Help & Training window, choose your role and geographic location, and click View Classes! to find free, online training classes to help you learn how to use InterWeave.
Contact Customer Support
Select the My Cases tab of the Help & Training window to access customer support options. Click Log a Case to submit your question or issue directly to InterWeave Customer Support. Click View Cases to see your previously submitted cases.
To contact InterWeave Customer Support directly, use the following numbers depending on your location:
- Americas: (800) 671-8692 x3
- Canada: (416) 242-7910
- EMEA: (800) 671-8692 x3
- APAC: (800) 671-8692 x3
- Japan: (800) 671-8692 x3
For more information about the most efficient ways to receive the customer support assistance you need, see the Contacting Customer Support tip sheet or email support@interweave.biz