QuickBooks Connector
QuickBooks Connector
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Maker and Checker Document

This document is intended for Internal Use. It highlights the points needed to ensure the setup is completed, as well as for the reviewer to confirm the correctness of the setup.

Refer the below for Maker and Checker for CM Quickbooks Integration.

1. Checklist 1 (Sites & Common Settings)

Checklist Item

Developer

Receiver

Updated Quickbooks Credentials - Default

FALSE

FALSE

Updated API instance in Quickbooks Common Settings

FALSE

FALSE

Created a new site

FALSE

FALSE

Configured Remote Site Settings

FALSE

FALSE

Configuration for Salesforce Site

FALSE

FALSE

2. Checklist 2 (Provide Access to Apex Classes to Site Guest User)

  • cm_finance.QBAuthController

  • cm_finance.Webhook_QBChangeHandler

  • cm_finance.BatchQBSFAccountWebhook

  • cm_finance.BatchQBSFCustomerWebhook

  • cm_finance.BatchQBSFInvoiceWebhook

  • cm_finance.BatchQBSFProductWebhook

  • cm_finance.BatchQBSFPaymentWebhook

  • cm_finance.BatchQBSFVendorWebhook

  • cm_finance.CMQBConnectorUtility

  • cm_finance.BatchQBSFSalesReceiptWebhook

  • cm_finance.BatchQBSFPaymentMethodWebhook

3. Checklist 3 (Provide Access to Objects to Site Guest User)

Add the following objects:

  • cm_finance__Custom_Field_Mapping__c

  • cm_finance__Quickbooks_Company__c

  • cm_finance__Quickbooks_Account__c

  • cm_finance__Quickbooks_Customer__c

  • cm_finance__Quickbooks_Invoice_Item__c

  • cm_finance__Quickbooks_Invoice__c

  • cm_finance__Quickbooks_Product__c

  • cm_finance__Quickbooks_Vendor__c

  • cm_finance__Quickbooks_Journal_Entry__c

  • cm_finance__Quickbooks_Journal_Entry_Item__c

  • cm_finance__Payment_Transaction__c

  • cm_finance__Payment_Method__c

  • cm_finance__Payment_Gateway__c

  • cm_finance__Quickbooks_Sales_Receipt__c

  • cm_finance__Quickbooks_Sales_Receipt_Item__c

4. Checklist 4 (Provide Access to VF Page to Site Guest User)

  • cm_finance.QBAuthVFPage

5. Checklist 5 (Configuration & Setup)

Checklist Item

Developer

Receiver

Added Site to Cloud Maven Subscriber Org's Remote Site Settings

FALSE

FALSE

Update State URL in Quickbooks Credentials - Default

FALSE

FALSE

6. Checklist 6 (Custom Field Mapping)

Checklist Item

Developer

Receiver

Configure Custom Field Mappings for Quickbooks Entities - Customer, Product, Invoice, Vendor, Sales Receipt

FALSE

FALSE

7. Checklist 7 (Quick Actions)

Checklist Item

Developer

Receiver

Create Quick Action for "Map Custom Fields" for Quickbooks Custom Fields

FALSE

FALSE

Add Quick Action "Map Custom Fields" to Quickbooks Custom Fields Page Layout

FALSE

FALSE

Create Quick Action for "Quickbooks Sync" on Source Objects for Quickbooks Invoice, Customer, Product, Vendor, Sales Receipt

FALSE

FALSE

Add Quick Action "Quickbooks Sync" to relevant Page Layouts

FALSE

FALSE

8. Checklist 8 (Cleanup & Permissions)

Checklist Item

Developer

Receiver

Remove unrelated Lookups for Quickbooks Objects Pages

FALSE

FALSE

Assign Permission Set to Required Users (Standard User / System Admin)

FALSE

FALSE

9. Checklist 9 (Testing)

Checklist Item

Developer

Receiver

Tested Company Connection with Quickbooks

FALSE

FALSE

Tested Client Configuration Component

FALSE

FALSE

Tested Permission Set and Email to Support Components

FALSE

FALSE

Tested Sync Data from Quickbooks Component

FALSE

FALSE

Tested Map Quickbooks Data with Salesforce Component

FALSE

FALSE

Tested Manual Sync for Quickbooks Customer, Product, Invoice, Vendor, Journal Entry, Sales Receipt

FALSE

FALSE