Are you ready to streamline your business processes with seamless QuickBooks and Salesforce integration?
This step-by-step guide will help you install QB Sync Made Easy in your Salesforce organization and get started with syncing data between Salesforce and QuickBooks Online.
Before You Begin
Ensure that:
You have Salesforce Administrator access.
You are installing the package in Salesforce edition.
Installation link for QB Sync Made Easy from App Exchange.
Step 1: Log in to Salesforce
- Log in to your Salesforce organization using your administrator credentials.
Step 2: Go to App Exchange and search QB Sync Made Easy app.
Step 3: Click on QB Sync Made Easy App and "Get It Now"
Step 4: Login with credential and Allow Access
Step 5: Confirm Installation with correct credential.
Step 6: Click on Install Button after installed Click on Done Button.
Step 7: Check QB Sync Made Easy package in Your Org.
Now the QB Sync Made Easy app has been installed for all users.
You can now proceed with:
- Connecting your QuickBooks Online company
- Configuring object and field mappings
- Setting up data synchronization between Salesforce and QuickBooks
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