Explore the complete feature set of QB Sync Made Easy — connect, synchronize, and manage QuickBooks Online data directly within Salesforce.
01 · QuickBooks Connection & Configuration
QuickBooks Online Integration
Connect Salesforce with QuickBooks Online to synchronize business data between both platforms.
Multiple QuickBooks Companies
Connect and manage multiple QuickBooks Online companies from Salesforce.
Easy OAuth Connection
Securely connect Salesforce to QuickBooks Online using QuickBooks OAuth authentication.
Company Management
View and manage connected QuickBooks companies and their connection status.
Sync Configuration
Configure which Salesforce and QuickBooks objects should be synchronized and in which direction.
02 · Data Synchronization
Two-Way Data Sync
Synchronize supported records between Salesforce and QuickBooks Online, including Salesforce → QuickBooks and QuickBooks → Salesforce.
Real-Time Sync
Synchronize supported records from QuickBooks to Salesforce when changes are made in QuickBooks Online.
Manual Sync Using QB Sync Button
Manually trigger synchronization for individual records using the QB Sync button.
Historic Sync
Import existing QuickBooks records into Salesforce and synchronize historical data.
Automatic Record Creation
Create records in Salesforce and automatically synchronize them to QuickBooks using Salesforce Flow actions.
Record Update Sync
Update existing QuickBooks records when corresponding information changes in Salesforce using Flow-based synchronization.
03 · ✨ Matching — Manual & AI-Powered
AI Assist Matching
Use AI-assisted matching to identify potential matches between Salesforce and QuickBooks records.
Manual Matching
Manually match Salesforce records with existing QuickBooks records when required.
Duplicate Prevention
Match existing records before synchronization to help prevent duplicate customers, products, invoices, and other supported records.
04 · Salesforce ↔ QuickBooks Object & Field Mapping
Standard Object Field Mapping
Configure mappings between Salesforce standard objects and fields and QuickBooks objects and fields.
Custom Object Field Mapping
Support field mapping between custom Salesforce objects and QuickBooks objects.
QBO Custom Field Support
Support QuickBooks Online custom fields for synchronization between Salesforce and QuickBooks.
Related Field Mapping
Configure mappings between related records, such as Invoice and Invoice Line Item fields.
Bi-Directional Field Mapping
Configure supported field mappings for both Salesforce → QuickBooks and QuickBooks → Salesforce synchronization.
05 · QB Dashboard
QB Dashboard
Centralized dashboard within Salesforce to monitor QuickBooks data and synchronization activity.
06 · Multi-Currency & Exchange Rate
QB Exchange Rate Sync
Synchronize QuickBooks Online exchange rates with Salesforce to support accurate multi-currency transactions.
07 · Sync Monitoring & Error Handling
Sync Message
Display synchronization status messages on supported Salesforce records to indicate whether synchronization was successful or failed.
Error Message
Display relevant error information returned by Salesforce or QuickBooks Online when synchronization fails.
Error Log with Error Details
Enable error logging to capture relevant QuickBooks or Salesforce synchronization error details and support troubleshooting.
08 · QuickBooks Data Management
QuickBooks Record Identification
Maintain QuickBooks identifiers in Salesforce to establish relationships between Salesforce and QuickBooks records.
QuickBooks ID Tracking
Store and use QuickBooks record IDs to identify synchronized records and help prevent unnecessary duplicates.
Company-Specific Data
Support synchronization across connected QuickBooks companies while maintaining company-specific relationships.
09 · Automation & Workflow
Salesforce Automation Support
Work with Salesforce automation and Flow to initiate or support synchronization when records are created or updated.
10 · Configuration & Administration
Object Mapping Configuration
Enable or disable synchronization for individual supported objects.
Sync Direction Configuration
Configure whether an object synchronizes from Salesforce → QuickBooks, QuickBooks → Salesforce, or both.
Permission-Based Access
Control access to QB Sync Made Easy functionality through Salesforce permission sets.
Sandbox & Production Support
Configure and test QuickBooks connections in Salesforce and QuickBooks environments before production deployment.
Built to keep your books and your CRM in sync — accurately, and without manual work.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article