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Configure and Setup Accord Sync
- Configure and Setup Accord Sync
- Configure Salesforce Objects & Page Layouts
- Configure QuickBooks/Salesforce Object Mappings
- QuickBooks Object References
- Linking Existing Data Between Salesforce and QuickBooks
- Run an Initial Sync
- Setup Real-Time Integration from Salesforce to QuickBooks Online
- Schedule Batch Integration(s)
- Managing Sync Dependencies
- Configure Custom Fields (optional)
- Configure Multiple Mapping Configurations for QuickBooks Object (optional)
- Setup Integration for Records Deleted in Salesforce (optional)
- Configure Sync Integrity Validation (optional)
- Send an Invoice via QuickBooks
- Download Sales Form PDFs