Create new Salesforce Account from QuickBooks online Customer

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

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

 

Requirements

To use this package, you need to:

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

 

Tips

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

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