Step 1: Configure the App & Field Mapping
Before enabling real-time synchronization, configure your app and field mapping to define which data should sync between the two systems.
Step 2: Enable QuickBooks to Salesforce Real-Time Synchronization
Once your configuration is complete, enable real-time sync by following these steps:
1- Open the App Launcher and search for QB Sync Made Easy.
2- Click on QB Setup.
3- Select Company Connection.
4- Choose QuickBooks to Salesforce Real-Time Sync
5- Click Connect.
6- Log in to your QuickBooks Sandbox.
7- Enable Real-Time Sync:
- Go to Configuration
- Open Real-Time Sync Settings
8- Click Save Changes
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