Bulk QuickBooks Invoicing (Post Installation Steps)

1.1 Creating button for Bulk QuickBooks Invoicing

1. Navigate to Object Manager:

   • Go to "Setup" within your Salesforce instance.

   • Select "Object Manager."

   • Choose source object on which Bulk QuickBooks Sync button will be placed.

2. Create a New Action:

   • Within the object's settings, click "Buttons, Links, and Actions."

   • Click the "New Action" button.

   • Configure the action with the following details:

     • Action Type: Select "Lightning Web Component."

     • Lightning Web Component: Enter cm_finance:bulkQBInvoicing.

     • Label: Enter "Quickbooks Bulk Upload"

   • Click "Save."

3. Add the Button to the Page Layout:

   • Navigate back to the selected object's settings.

   • Click "Page Layouts."

   • Select the page layout where the button needs to be added.

   • Locate the "Quickbooks Bulk Upload" button within the "Mobile & Lightning Actions" or "Buttons" section.

   • Drag and drop the "Quickbooks Bulk Upload" button onto the desired location on the page layout.

   • Click "Save."

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