Syncing QuickBooks Items (Products)

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

1 Sync Process for Products

Navigate to the record where the QuickBooks Product is configured.

1.1 Creating an Item (Product) 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 Product record.

4. A “Create Product” screen will open and pre-populate values based upon Custom Field Mapping stored for source object. Fill in the fields and click on “Create Product” button to create a new Item/Product inside QuickBooks

1.2 Syncing Existing QuickBooks Records to Salesforce:

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

2. Click on “Retrieve - Import from QuickBooks” to retrieve data of QuickBooks entity inside Salesforce.

3. The data will be pulled from QuickBooks into Salesforce.

1.3 Attaching a QuickBooks Record to a Salesforce Record:

1. If no related QuickBooks record exists in Salesforce, click the Retrieve - Import from QuickBooks button.

2. Choose the company, then search for the record you want to attach.

3. After selecting the record, it will automatically be linked to the Salesforce record.