Скачать или смотреть QB Sync Made Easy | Realtime & Historical Data Sync Setup| QuickBooks to Salesforce Integration

Welcome to our tutorial on setting up QB Sync Made Easy for easy and smooth real-time and historical data synchronization between QuickBooks and Salesforce. With unique capabilities customized for both historical and real-time data sync, QB Sync Made Easy boosts QuickBooks and Salesforce integration like never before.

In this video, we'll walk you through the step-by-step process to configure both real-time and legacy data sync effortlessly.
Here's what we'll cover:
1. Access QB Sync setup and choose QuickBooks environment.
2. Map QuickBooks objects with Salesforce objects, select data fields, and add new ones.
3. Save and sync settings to seamlessly import all QuickBooks records, including historical data, into Salesforce.
For real-time sync setup:
1. Test real-time sync by updating QuickBooks records and seeing changes in Salesforce.
2. Activate real-time sync for continuous updates between QuickBooks and Salesforce.
By following these simple steps, you can synchronize historical data in real time, enhancing efficiency and accuracy in your workflow.
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Timestamps:
0:17 - Intro
0:28 - Connect With QuickBooks Online
0:40 - Real-Time Data Sync

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