Accord Sync is available to be installed from the Salesforce AppExchange from the install link that was sent to you from your Account Manager. If you have not yet procured licenses please contact your Account Manager for a free 15 day trial of Accord Sync.
Install Accord Sync
- Navigate to the Salesforce AppExchange using the installation link that you received from your Account Manager. If prompted, sign into the Salesforce environment that Accrod Sync will be installed in.
- Select Install for Admins Only on the Install Accord Sync page and click Install.
- The Accord Sync package sends and receives data that is mapped between Salesforce and Quickbooks. Check the checkbox to grant access to send data between Salesforce and these systems to approve the third-party access and click the Continue button.
- Once the Installation is complete click Done and continue with the implemenation of Accord Sync.