Step 1: For this, we have to choose the Quickbooks to Salesforce in the combo box. After that we have to choose the objects that we want to sync 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,Opportuniy and Quickbooks Account(custom object in Salesforce) respectively.
After you have added the Mapping Click on the SaveAll(If you just want to save the mapping) or Save and Sync Button(If you want to save and Start the Sync Process).
Note:
During historical sync order of mapping is important. Before clicking “save and sync button” we can drag and drop the mapping row in the order in which we want sync to start. So for eg if we have mapped for account customer and opportunity-invoice then we need to make sure that mapping of account-customer is above the opportunity-invoice as account id would be required to create opportunity.
Step 3: After that click on the save and sync button then a Modal will Popup then you can Sync.
Step 4: Here you can see the status of Sync.
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