QuickBooks Online & Desktop: Pre-meeting Checklist for Testing Integration Flows Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Step 1 – Salesforce Custom Sections & Fields Initial Setup Step 1 – Salesforce Custom Sections & Fields Initial SetupCustomize/update Salesforce with mandatory custom Fields & Sections at Object level.Customize/update Salesforce with optional custom Fields & Sections at Object level.Step 2 – QuickBooks Custom Field & Integration User Setup (QB Desktop only) Step 2 – QuickBooks Custom Field & Integration User Setup (QB Desktop only)Create a Custom Field “AccountID”Create your InterWeave company profile and integration user for your InterWeave company profile.Step 3 – Connectivity Setup Connectivity SetupEstablish QuickBooks Desktop ConnectionConnect to Port 4500 for Runtime connectivityInstallation and managing your connectionIs QRemote Server required?Is QDBC assistance required?Test connection for correct Port ForwardingTest internal (Server) firewall settings follow instruction belowTest external (Router) firewall settings follow instruction below:Setup QuickBooks Windows ServerEnsure Connectivity for InterWeave Servers in SalesforceStep 4 – Registration & Company Profile Configuration on the InterWeave Solutions Portal Pre-populate your Company Profile with the correct Object and Field selections based on the “Integration Planning Survey” and all transaction forms and screen shots provided by customer Pre-populate your Company Profile with the correct Object and Field selections based on the “Integration Planning Survey” and all transaction forms and screen shots provided by customerStep 5 - Register in the InterWeave Support System Register in the InterWeave Support SystemCustomer enters Name and Email address; and click on green REGISTER buttonStep 6 – Initialization of QuickBooks Customer mustLog in to your QB server as a user under which the QB app is installedQuickBooks must be in Multi-User modeStep 7 – Activation of Flows and Testing Activation of Flows and TestingYour InterWeave Technical Specialist assists you with specifying Test Cases as related to the A/R and/or A/P models you selectedCommence testing individual Utility FlowsStep 6 – Initialization of QuickBooks Binding and ProductionCustomer creates ticket in our Freshdesk.com Support System named Binding Request to run binding flows to bind Salesforce accounts to QuickBooks customersSubmit
