Quickbooks Integration Guide | Version 1.0
8 - Sync Existing Data
Once you are connected to QB, you can sync All existing Salesforce Products, Accounts,
Invoices, Quotes and Opportunity to Quickbooks or Invoices and Payments data from
Quickbooks to Salesforce that is related to syncing opportunities(Opportunities that has stage
name selected in Opportunity Stages Synchronization). To do this, press the related Start Sync
button QB Connect Admin page. It will take a few minutes to sync all data.
9 - Currency Details
This section is for information purposes and provides information about the currency used in
connected quickbooks accounts and if multi currency is enabled or not to avoid any currency
mismatch between salesforce and quickbooks.
10 - Adding Buttons, Fields to SF Page Layouts
These steps allow you to add Quickbooks data fields to Salesforce page layouts as well as
adding custom buttons to sync data.
10A - Account page layout
● Add Sync to QuickBooks, Sync from QuickBooks button/action on Account page
layout.
● Add a section on page layout, name it as QB Details.
● Add QB ID, QB Last Sync Date, QB Error, Email Address fields on QB Details
section on Account page layout.
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