Audience
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Salesforce Administrators
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Implementation & Onboarding Teams
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IT & Technical Support Teams
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Operations Administrators
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Developers & Technical Consultants
Goal
Enable administrators to successfully deploy, configure, manage, and support the CM QuickBooks Connector while ensuring secure, scalable, and reliable synchronization between Salesforce and QuickBooks.
1. Installation & Prerequisites
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System requirements and supported Salesforce editions
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Required Salesforce permissions and administrative access
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Intended users and access considerations
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Installing the CM QuickBooks Connector package
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Installation using AppExchange
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Installation using Direct Package Link
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Accessing the QuickBooks Connect App
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Initial setup and authentication requirements
2. Post Installation Steps
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Configuring Remote Site Settings
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Salesforce Site setup and configuration
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Site Guest User Profile configuration
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Populating State URL in QuickBooks Credentials
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Internal subscriber org configuration requirements
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Configuring QuickBooks Common Settings
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Assigning users to QuickBooks Permission Sets
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Creating the “QuickBooks Sync” button
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Creating the “Map Custom Fields” button
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Configuring webhook and real-time synchronization settings
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Validating QuickBooks connectivity and synchronization
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Mapping QuickBooks custom fields with Salesforce fields
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Invoice custom field mappings
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Reverse field mapping behavior
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Managing custom field synchronization
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Updating and maintaining mapping configurations
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Best practices for custom field integration\
3. Bulk QuickBooks Invoicing (Post Installation Steps)
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Prerequisites for Bulk QuickBooks Invoicing
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Creating the “QuickBooks Bulk Upload” button
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Configuring Lightning Web Component actions
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Adding the bulk upload button to page layouts
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Bulk invoice upload configuration
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CSV template preparation and upload process
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Bulk invoice validation and processing
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Troubleshooting bulk invoice upload issues
4. Support & Contact Information
Setup & Configuration Support
Production Issues & Bug Reporting
Sales & Partnership Inquiries
5. Conclusion
By following this Administrator Guide, your organization can successfully deploy and configure the CM QuickBooks Connector for Salesforce. Proper configuration ensures secure and efficient synchronization of financial data between Salesforce and QuickBooks while supporting scalable operational workflows and improved financial visibility.
If you encounter any setup, synchronization, or operational issues, please contact the Cloud Maven support team for assistance.