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Setup Webhooks with QuickBooks Online (optional)

Webhooks are automated messages that are sent from QuickBooks when something happens (i.e. a record is updated). Accord Sync listens for these messages and when they are received the system automatically updates the related record, or creates a new record, in Salesforce in seconds — meaning you get a real-time integration from QuickBooks Online to Salesforce. But, before the real-time integration into Salesforce will work Webhooks must be setup.

Setup Webhooks for Accord Sync

  1. In the setup menu navigate to Apps > App Manager.
  2. Navigate to the Accord API app and select Manage from the drop down menu.

  3. On the Accord API Connected App Detail click the Edit Policies button.
  4. In the OAuth Policies section select Admin approved users are pre-authorized from the Permitted Users picklist.

  5. Click Save.
  6. On the Accord API Connected App Detail click Manage Profiles on the Profiles related list.

  7. Select the profile for the user that connected QuickBooks to Salesforce and click Save.

Next Step
If you want more reliability and to regularly validate the integrity of synced records: Configure Sync Integrity Validation

If not, Configure and Setup Accord Sync

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