How To Sync Salesforce Account With QuickBooks Online Using Buttons?

In QB Sync Made Easy, there are two methods of connecting Salesforce accounts with Quickbooks Online-

In this guide, we will walk you through the steps to sync your SF accounts with QB Online using buttons.

So, follow these steps mentioned below –

First, Drag and drop the Sync QB custom Button onto the page and Fill in the required Design Attributes.

While choosing the QuickBooks CompanyId Design attribute, Select the company ID that you want to sync with(Mapping is required).
Choose the QuickBooks entity Design attribute to Select and sync with

Please note that these two Design Attributes are mandatory to sync.

Now you Go to the Record and click on the SyncQB button to Sync that Record in the Quickbooks.

After you have synced the Record, Go to Quickbooks Online and check for the record.

Note: You can add the QB Redirect Button to Redirect into that Quickbooks Record.

Check your record in Quickbooks Online.

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