Quickbooks to Salesforce ‘Historical Sync’.

Step 1: For this, we have to choose QuickBooks to Salesforce in the combo box. After that we have to choose the objects that we want to sync, and then we choose the fields of those objects.

Step 2: We can also load the Default mappings for Customer, Item, Invoice, and Account with Salesforce’s Account, Product2, Opportunity, and QuickBooks Account (custom object in Salesforce), respectively.

After you have added the mapping, click on the Save All button (if you just want to save the mapping) or the Save and Sync button (if you want to save and start the sync process).

Note:

During historical sync, the order of mapping is important. Before clicking the “save and sync button,” we can drag and drop the mapping row in the order in which we want sync to start. So, for example, if we have mapped for account customer and opportunity invoice, then we need to make sure that the mapping of account customer is above the opportunity invoice, as the account ID would be required to create the opportunity.

Quickbooks to Salesforce ‘Historical Sync’.

Step 1: For this, we have to choose QuickBooks to Salesforce in the combo box. After that we have to choose the objects that we want to sync, and then we choose the fields of those objects.

Step 2: We can also load the Default mappings for Customer, Item, Invoice, and Account with Salesforce’s Account, Product2, Opportunity, and QuickBooks Account (custom object in Salesforce), respectively.

Step 3: After that, click on the save and sync button; then a Modal will pop up, and you can Start Sync.

Step 4: Here, you can see the status of Sync.