Free No-Code QuickBooks to Salesforce Legacy Data Sync With QB Sync Made Easy

QB Sync Made Easy on the Salesforce AppExchange helps you quickly integrate QuickBooks and Salesforce — including legacy data — with zero coding and at no extra cost.

Below is a step-by-step guide for installing, configuring, and running a Historical Sync using the QB Sync Made Easy package in Salesforce.

Step 1: Log in to Salesforce

Step 2: Install the QB Sync Made Easy Package

Here is link -  How to Install QB Sync Made Easy Package 

Step 3: Verify Installed Package

After installation, go to:

• Salesforce Setup → Installed Packages
• Verify that QB Sync Made Easy is successfully installed.

Step 4: Open the App

• Open the Salesforce App Launcher.
• Search for QB Sync Made Easy.
• Launch the application.

Step 5:  Add Your QuickBooks Company and  Configure Object & Field Mapping

• Navigate to the Setup page.
• QuickBooks Company should be added.

Here is the link -  How to Connect and Configure Quickbook Companies With Salesforce using QB Sync Made Easy?

Here is the link -  How to Configure Default Mapping for Standard Objects Or  How to Map Dynamic Custom Objects and Fields Between Salesforce and QuickBooks

Step 7: Save and Sync Object & Field Mapping

• Historical Sync requires proper object and field mapping before data can be synchronized.
• Navigate to Object & Field Mapping.
• Configure the mappings between QuickBooks objects and Salesforce objects.
• Select either:
•     Default Mapping (QuickBooks → Salesforce or Salesforce → QuickBooks)
•     Custom Mapping based on your business requirements
• Configure any additional field mappings as needed.
• Click Save All to save the configuration.
• Click Save & Sync.

This ensures that QuickBooks data is correctly mapped to Salesforce before synchronization begins.

Step 4: Agree Terms and Conditions and Start Historical Sync

Historical Sync allows you to synchronize your existing QuickBooks records with Salesforce without any coding. This one-time process helps bring legacy QuickBooks data into Salesforce before enabling ongoing synchronization.

• After clicking Save & Sync, review the Terms and Conditions.
• Agree to the Terms and Conditions.
• Click Start Sync.

Step 5: The historical sync starts, and the sync progress is displayed as a completion percentage in real time.

• The Historical Sync process will begin automatically.
• The sync progress is displayed in real time as a completion percentage.
• Wait for the process to complete.
• Once finished, verify that the records have been successfully synchronized to Salesforce.

Benefits of Historical Sync

• Synchronize existing QuickBooks records into Salesforce with no coding.
• Import legacy data before enabling ongoing synchronization.
• Ensure Salesforce contains up-to-date QuickBooks information.
• Track sync progress in real time.
• Reduce manual data migration effort.