How to Connect Salesforce to Quickbooks

Select QB where you want to connect: Sandbox or Production

Choose whether you want to connect to the QuickBooks Sandbox or Production environment.

Click to <Connect to QB>

Click the 'Connect' button to initiate the connection process.

Redirected to QB login, enter your credentials

You will be redirected to the QuickBooks login page. Enter your QuickBooks credentials to log in

Once connected, please click on done

After successfully logging in, click the 'Done' button to complete the connection.

 

The below successful screens are displayed, this ensures a successful connection to Quickbooks 

QB will be connected and the connection is Active

QuickBooks will now be connected, and the connection status will be active.

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