1. Install SyncQ in Salesforce
1.1 Install/upgrade SyncQ app: Install the latest release of SyncQ from
www.syncq.net GetSyncQ section.
2. Connect QuickBooks Online Account
2.1 Log in to Salesforce as administrator: Ensure you are in Lightning mode.
2.2 Navigate to the Home Page: Once logged in, go to the home page.
2.3 Open the App Menu: Click on the app menu icon, represented by a grid of 3x3 dots, located on the left side of the screen.
2.4 Search for SyncQ: In the app menu, use the search bar to look for "syncq".
2.5 On the SyncQ app page, click on "Connect to QuickBooks". If you have connected your QuickBooks company earlier, select the QuickBooks company from the drop-down menu and then click on the green Connect to QuickBooks button.
2.6 On successful connection, your QuickBooks Online company will appear in the dropdown list.".
2.7 Select the QuickBooks Company. Upon selection, you should see your QuickBooks Company name in
green as shown below, and the green Connect to QuickBooks button will be replaced by a red
Disconnect QuickBooks button.".
2.8 After the first QuickBooks connection, there may be a delay in establishing the connection,
and instead of the green QuickBooks Company name, you may see a red Authorize QuickBooks message. If you see this red message, wait for a minute or two, change the dropdown selection to --select--, and then select your QuickBooks company again. You should see the QuickBooks company in green. Green means your QuickBooks company is successfully connected.".
3. Create Mappings
3.1 The next step after establishing the connection is to create the mappings. A typical
first mapping is the Salesforce Account object mapped to a QuickBooks customer.
3.2 To do this,first select the QuickBooks company from the SyncQ left drop-down menu. After selecting the
QuickBooks company, two drop-down menus will appear: one for Salesforce object selection and
the other for QuickBooks record type selection.
3.3 In the Salesforce drop-down, select Account.
3.4 In the QuickBooks drop-down, select Customer. Then click on the green link button.
3.5 This process creates 5 new fields in the Account object. Confirm the creation of these
fields by checking the Account object's fields from Setup -> Object Manager -> Fields &
Relationships and in Quick Find, search for "quick." These fields' names start with LQB_QB_.
If you do not see all five fields, wait for some time and refresh. If you still do not see all
the fields, remove the mapping and add it again.
4. Add SyncQ Sync Button to sync data to QuickBooks
4.1 Open any Account record in Salesforce.
4.2 Click on setup gear wheel and then click Edit Page
4.3 On Components Search, search for syncq in
4.4 Add the SyncQButton in your record page layout
4.5 Select Field seach and search for quickbooks, 5 fields show up: QuickBooks Compnay, QuickBooks Id, QuickBooks No (for Estimate and Invoice #), QuickBooks Seq and QuickBooks Sync Status
4.6 Add all the fields in the record page
4.7 To sync data to QuickBooks, select the QuickBooks Company and then click on SyncQ button.
4.8 SyncQ button in Salesforce classic:
Create a detail page button in Account object with behavior Execute JavaScript and copy the following button code :
{!REQUIRESCRIPT("/soap/ajax/40.0/connection.js")}
{!REQUIRESCRIPT("/soap/ajax/40.0/apex.js")}
var res = sforce.apex.execute("syncq/SyncQ","SynchWithQB",{RecordId:"{!Account.Id}"} );
if(res=='INVALID_LICENSE'){
alert('Invalid license, please contact support@syncq.net');
}
setTimeout(function () {
location.reload();
}, 3000);
5. Enable Auto-sync to sync data from QuickBooks
5.1 Goto Salesforce Home page -> SyncQ app home page
5.2 Select the QuickBooks Company from the dropdown
5.3 Click on the setting gear wheel button against the mapping
5.4 From Auto sync from QuickBooks to Salesforce, select the Import frequency.
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