QuickBooks Connector
QuickBooks Connector
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Installation and Prerequisites

Introduction

Please ensure that you have the appropriate Salesforce administrative privileges before proceeding with the installation and configuration process.

Click here to Discover the full range of features offered by the CM Quickbooks Integration.

1. Intended Users

  • Salesforce Admins – Responsible for setup and configuration

  • End Users – Business users who use quickbooks for Accounting.

  • Developers – Those integrating with external systems

2. Prerequisites

2.1 System Requirements

Salesforce Professional, Enterprise, Unlimited, or Developer Edition

Required Salesforce permissions (System Admin access)

2.2 User Roles & Permissions

Admin Access – Required for installation and configuration

3. Installation

3.1 Using Salesforce App Exchange

  1. Go to Salesforce AppExchange

  2. Search for QuickBooks Connector for Salesforce

  3. Click "Get It Now" and select the Salesforce environment (Production or Sandbox)

  4. Follow the on-screen prompts to install the package

  5. Assign user permissions during the installation process

3.2 Using Direct Package Link

  1. Go to Salesforce AppExchange

  2. Follow the on-screen prompts to install the package

  3. Assign user permissions during the installation process