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Install Accord Sync
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Configure and Setup Accord Sync
- Configure Salesforce Objects & Page Layouts
- Configure QuickBooks/Salesforce Object Mappings
- Configure Custom Fields (optional)
- Configure Multiple Mapping Configurations for QuickBooks Object (optional)
- Run an Initial Sync
- Setup Real-Time Integration from Salesforce to QuickBooks Online
- Setup Integration for Records Deleted in Salesforce (optional)
- Schedule Batch Integration(s)
- Configure Sync Integrity Validation (optional)
- Send an Invoice via QuickBooks
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Sync Monitoring & Error Management
DocumentationAccord2020-05-27T16:43:33+00:00