Syncing QuickBooks Invoices

11. QuickBooks Sync

To create or sync existing QuickBooks records in Salesforce, use the QuickBooks Sync button, as shown below.

1 Sync Process for QuickBooks Invoices

Navigate to the record where the QuickBooks Invoice is configured.

1.1 Creating an Invoice in QuickBooks:

1. Click on Quickbooks Sync button

2. Select the desired Company (if multiple companies are linked and active). If only 1 company is connected, you’ll not see below screen

3. Click on “Push - Send to QuickBooks” to send data of Salesforce record to QuickBooks to create a new QuickBooks Invoice record.

4. If there is already an Invoice exists, then you will screen like this:

5. If you want to create another one for the same record you can click on “Create Invoice” or if there is no related Invoice exists, then you will see the screen like this:

After you will enter all the details for the Invoice you can click on Create QuickBooks Invoice button, and it will successfully create an Invoice.