Free No-Code QuickBooks to Salesforce Legacy Data Sync With QB Sync Made Easy
Step 1: Log in to Salesforce
Sign in to your Salesforce account using your correct credentials.
Step 2: Install the QB Sync Made Easy
- Go to the Salesforce AppExchange.
- Search for “QB Sync Made Easy.”
- Click Get It Now and follow the prompts to install the package.
Step 3: Verify Installed Package
After installation, go to Salesforce Setup > Installed Packages to confirm that QB Sync Made Easy is installed.
Step 4: Open the App
- Go to the Salesforce App Launcher/Menu Bar.
- Search for QB Sync Made Easy and open it.
Step 5: Add Your QuickBooks Company
- In the app, go to the Setup page.
- Click Add QuickBooks Company.
- A pop-up will appear asking you to select Sandbox or Production.
- Choose the environment that fits your requirement and connect your QuickBooks company.
Step 6: Configure Price Book
Click the Gear icon (Setup) to open company settings.
Select a Price Book.
Click Save, then click Go to Next Page.
Step 7: Set Up Object & Field Mapping
On the Object and Field Setup page:
- Choose default mapping (QuickBooks → Salesforce or Salesforce → QuickBooks)
or
- Create custom field mappings as needed.
Step 8: Save & Start Historical Sync
Always click Save All after mapping fields.
Click Save again to confirm.
The Historical Sync Data process will start automatically.
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