QBO/Salesforce crosswalk
Revenue lines keep raw QBO document context beside Salesforce account and ITR lineage.
QBO to Salesforce
Revenue lineage
| QBO doc | QBO client | Product/service | Amount | Paid | ITR | Salesforce account | Status |
|---|---|---|---|---|---|---|---|
| INV-1009 | Acme TPA | PBM savings analysis | $1,250.50 | Paid | 03429 | Acme Prospect | matched |
| SR-884 | Leaf Prospect | Commissionable Revenue | $725.25 | Paid | 03429 | Acme Prospect | duplicate review |
| RR-220 | 90 Degree | Runoff adjustment | -$300.00 | Paid | Unlinked | Unmatched | manual review |