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Install Accord Sync

4

Install Accord Sync
Install Accord Sync from the Salesforce AppExchange
Connect QuickBooks Online with Salesforce
Setup Webhooks with QuickBooks Online (optional)

Configure and Setup Accord Sync

15

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

Sync Monitoring & Error Management

9

Sync Monitoring & Error Management
Sync Troubleshooting Guide
Accord Sync Dashboard
Accord Sync Logs
Accord Super Admin
Common Integration Errors
Sync an Individual Record between Salesforce to QuickBooks
Configure Status Based Retry Flow
Syncing Large Datasets

Resources

2

Release Notes
Deployment Steps

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Install Accord Sync

Install Accord Sync

Install Accord Sync
Install Accord Sync from the Salesforce AppExchange
Connect QuickBooks Online with Salesforce
Setup Webhooks with QuickBooks Online (optional)

Accord Sync
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4147 North Ravenswood Avenue, Suite 200
Chicago, IL 60613

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