Create new QuickBooks online Customer from Salesforce Account

Use this package if you need to automatically create QuickBooks Online customers from new Salesforce accounts.

Note: It does not convert existing Salesforce accounts to QuickBooks Online customers.

 

Requirements

To use this package, you need to:

  1. Select or create connections: Salesforce connection for Source and QuickBooks connection for Target.
  2. Specify the schedule, on which the package will run automatically (See how).

 

Tips

  • If you need to create QuickBooks Online customers only for new Salesforce accounts, matching some condition, you can add filter conditions for the source accounts. For this point to the import task and click Edit, then configure filters as described here.

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