Skip to main content
Skip table of contents

Salesforce Accounts to Quickbooks Customers

How it works

Read a list of customers from the Salesforce Account object and use the data returned to create Customers in QuickBooks.

  1. Perform the task at a scheduled interval.

  2. Set your Salesforce and QuickBooks authentication tokens.

  3. Retrieve an accounts list, filtered by type “Customer”. Note, for demonstration purposes, this workflow has an account limit of 10.

  4. Loop through the accounts and create a Customer record in QuickBooks Online for each account.

image-20240928-201619.png

Download the package

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.