How To Sync Salesforce Object (Like - Account) With QuickBooks Online Object (Like - Customer) Using Buttons?

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

Using Button
Using Flows

In this guide, we'll walk you through the steps to sync Salesforce Accounts with QuickBooks Online Customers using the sync button. Before using this feature, ensure that the Account object and its fields are properly mapped with the sync direction set from Salesforce to QuickBooks.

So, follow these steps mentioned below –

Step 1: Go to Account Record and click on Gear Icon

Step 2: Click the Gear icon and select Edit Page to open the Lightning App Builder.

First, Go to Manage Custom then 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 (Mapping)

Note:

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

Step 3: Click on Save button

Now you Go to the Record.

Step 4: Click the Sync to QuickBooks button to start the sync process, then verify that a success message is displayed.

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

Hope you find the article helpful!