QB Metadata retrieval within Salesforce
Get QB meta data as required from the QB Meta Data tab
Retrieve the necessary QuickBooks metadata from the QB Meta Data tab
You have options to retrieve Payment terms and Tax codes that were defined in Quickbooks
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QB Custom Object Mapping
Custom Object Mapping You can map any custom object to an invoice using the following screen You will find multiple sections to map the Salesforce fields to create an Invoice Use the provided screen to map any custom Salesforce object to an invoice. ...
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 ...
Install the SFX-Q on Salesforce
Begin by installing the SFX-Q app on your Salesforce platform. Follow the standard installation procedures provided by Salesforce to ensure a smooth setup.
SFX - Q: A Salesforce Quickbooks connector overview
Introducing Salesforce QuickBooks Connector! SFX - Q is designed to seamlessly integrate your sales and accounting processes. Key Benefits: • Real-time Data Sync: Keep your accounts and sales data in perfect harmony. • Enhanced Productivity: Reduce ...
Sync Invoices - manual option
SFX-Q Sync Invoice data can be manually synced from QB to Salesforce Manually sync invoice data from QuickBooks to Salesforce. Options to Search by Date Options to Search by Invoice Number Open the desired Invoice Record in Salesforce, click the Sync ...