How to Map Your Salesforce Accounts With Your QuickBooks Customers

When it comes to sending and tracking invoices accurately, mapping Salesforce Accounts with QuickBooks Customers is critical. Accurate mapping ensures that the right QB Customer receives the correct invoice, preventing delays and errors. However, the mapping relationship between Salesforce and QuickBooks is not always as simple as it looks. What if Customers are billing separate entities, or locations, of the same business? Parent / Subsidiary relationships, which may result in Parent / Child relationships in Salesforce, is another important consideration around how Invoices are being related to the most relevant QB Customer. All of this and more can blur the line, making the task of data governance seem daunting, and overly complex. Luckily, with Tally, we’ve set out to resolve all of that! 

Our primarily goal in Development was to create an Account Mapping tool that could handle these complex mapping scenarios, making clean data achievable to all businesses, large or small. The tool saves our customers valuable time, and reduces errors along the way. This blog examines best practice usage for how to leverage the tool, honing in on how Tally streamlines and simplifies what too often times is a time-consuming and error-filled process. 

Here are the steps to follow to map Salesforce Accounts with QuickBooks Customers:

Step 1: Ensure that the names of the Salesforce Accounts and QuickBooks Customers match. The tool developed by Tally Integrations automatically maps Salesforce Accounts with QuickBooks Customers, if the display names of the Account / Customer match.

Step 2: Manually map Salesforce Accounts with QuickBooks Customers if their names do not match. Tally Integrations’ mapping tool allows customers to manually map these accounts, viewable as rows and columns with dropdown toggles, in our Tally Hub

Step 3: Test the mapping to ensure that data is transferred accurately between Salesforce and QuickBooks. Testing the mapping helps prevent errors and ensures that data is being transferred where it is needed, accurately.

Tally Integrations Mapping Tool

Tally Integrations’ mapping tool streamlines the mapping process by automating it. The tool automatically maps Salesforce Accounts with QuickBooks Customers if their names match. Saving you a ton of time, which is ROI your employees and administrative team can give back to the company! If the names do not match, the tool allows customers to manually map these accounts. Additionally, if the customer is starting fresh with NO Salesforce Accounts, the mapping tool has a feature that enables Customers to mass import QuickBooks customers into Salesforce accounts, then automatically map them.

To summarize the above, Tally Integrations’ mapping tool offers the following benefits: 

1. Saves Time – The mapping tool saves time by automating the mapping process, eliminating the need for manual mapping.
2. Increases Accuracy – The tool increases accuracy by ensuring that the correct Salesforce account is mapped with the right QuickBooks customer.
3. Reduces Errors – The tool reduces errors by automating the mapping process, eliminating the risk of manual errors.
4. Streamlines the Process – The tool streamlines the mapping process, making it easier and more efficient. 

To learn more about how and why Tally’s Account Mapping tool differentiates, you can contact a representative from our team for a Consultation, or to book a Demo.