Sync QB Custom Fields

Follow the steps below to synchronize the custom fields configured in QuickBooks Online (QBO) with the QB Sync Made Easy application.

Step 1: Connect the QuickBooks Company and click on Setup Button

Connect the required QuickBooks Online company to Salesforce using the company connection option.

Step 2: Click on Re-Sync QB Custom field New button and Verify the Successful Sync

After clicking Re-sync QB Custom Field, a confirmation message will be displayed indicating that the QuickBooks custom fields were successfully synchronized.

Step 3: Click Save and Go To Next Page button 

Step 4: Verify QB Custom Fields in Field Mapping

• Choose Mapping Direction from SF to QB or QB to SF 

• Choose Object and click on ‘+’ icon 

• Search custom field on field level mapping 

• Click Save All Button