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Salesforce & QuickBooks Integration

This group is for customers wanting to integrate Salesforce & QuickBooks or migrate from their existing discontinued Intuit Sync app. Please post your questions, concerns and how to get started. A good place to start is http://help.mydbsync.com/docs/pages/viewpage.action?pageId=4522001 This group is led by DBSync Team

I have the connector add in to my QBO and it is installed as a managed package to SF.  But I can't activate the objects in SF.  I added the permission set license.  I activated the managed package.  But if is bidirectional what do to see it in SF.  Thx 

1 answer
  1. Apr 23, 3:03 PM

    I’ve seen this a few times with the QBO managed package, install + license doesn’t automatically mean the objects show up or start syncing. 

     

    First I’d double-check:

    • the actual Permission Set (not just the license) is assigned
    • object/tab visibility in profile/app
    • page layouts (sometimes objects exist but aren’t exposed)
    • and that the connector setup/auth + sync config is fully completed on the QBO side

    We had a similar experience and ended up switching to Skyvia for the sync. It was easier to control mappings and understand what’s actually happening, instead of relying on the managed package. Not the first thing to try, but a solid fallback if the native connector keeps acting up.

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We were using a QuickBooks Online integration (but it was NOT good anyway) and recently learned it is being discontinued... We are a non-profit and need to tie QB to SF such that ALL account / invoicing activity sync's and all notes entered in either side are also sync'd such that we don't have issues of differing data on either side.

 

Thanks in advance!!!

5 answers
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You can learn more about the solution here: https://eshopsync.com/quickbooks/

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If you are considering integrating your Salesforce product with QuickBooks, there are many things that you need to be mindful of. In short you need to have answers to some important questions before you begin

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