Connect QuickBooks Company in Salesforce

Step1 : After clicking on the QB Setup page, click on Connect to QuickBooks.

Step 2: Then, "Connect to QuickBooks," choose the QuickBooks environment (Sandbox/Production) and then click the "Connect to QuickBooks"

Step 3: After that, select the company and then click on the next button.

Step 4: Then, log in to the same Salesforce account that you want to connect to.

Step 5: You have to log in to the Salesforce account, and then you will see the popup message that the company has successfully connected. Then, click on "Click Here to Proceed."

Step 6: Now, click on the Setup button, and you will be taken to the company setup page where you can:

Select Pricebook

Users can create price-book entries in both the standard price book and the custom price book selected in the company setup.

If you select the standard price book, the price book entry record will be exclusively created there. It’s important to note that both your standard and custom price book will only be available for selection in the company setup if it is active.

Check your default currency settings

With the app's support for currency settings, you can check if your default currency of QB Online matches with that of Salesforce and vice versa. In case it does not match, an error message will be displayed prompting you to adjust changes to avoid the mismatch.

Set up the multicurrency feature

If multicurrency is enabled in your Salesforce org, you can do the required mapping to leverage the feature. The instruction link is attached to the setup page for easy navigation.

Create QB custom fields

If you’ve created custom fields before connecting QuickBooks with the app, they will automatically appear in the mapping section after the connection.

For custom fields created after the initial connection, you can easily resync them by navigating to the company setup. Click on “Re-Sync QB Fields,” refresh, and your custom fields will seamlessly appear in the mapping options.

It’s crucial to be aware of certain limitations associated with QuickBooks custom fields. We recommend reviewing the QuickBooks document before utilizing QuickBooks custom fields.

Bypass duplicate alerts and save records

Select the checkbox if you want to allow record insertion when a duplicate rule is active in Salesforce.

Visit the company setup page to find the checkbox allowing this option, which is checked by default. If the action on the duplicate rule is set to block, records will not be created, regardless of the user’s choice. In such cases, if you need to import all data from QuickBooks, deactivate the duplicate rule preventing record insertion and proceed with the import through our app.

Add Emails if you want to get notified after the Historical sync has been completed.

After you have set up the page as per your requirement, click on Save and Go to Next Page.