Testing the QuickBooks Connection in InterWeave

Created by Bruce F Magown, Modified on Tue, 10 Mar at 2:17 PM by Bruce F Magown

Overview Before going live, we use the QBCust2SFAcctNF (QuickBooks Customer to Salesforce Account - New Field) flow to verify the "Pipe" is open.

The "Canary" Test

  1. Create a "Test Customer" in QuickBooks named ZZZ-InterWeave-Test.
  2. Trigger the Flow: Manually execute the flow in the InterWeave Portal.
  3. Verification: If successful, ZZZ-InterWeave-Test will appear as a new Account in Salesforce within 60 seconds.
  4. Cleanup: Delete the test record in both systems after a successful handshake.

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