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Process Map
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Process Map of Bi-directional integration between Salesforce & QuickBooks Online is shown in the below image.
![](/docs/download/attachments/7078286/worddavf093c88d378684348058851b88a0d9c6.png?version=1&modificationDate=1393600612000&api=v2)
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- Integration of Salesforce to QBOE transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.
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- Go to setup
Customize
Account
'Page Layout'
Edit the Page Layout. Under the Page Layout drag the fields specified below to add it in Page Layout and Save.
- Fields: "Quickbooks Id", "QB Error"
- Button: " Update Account To QBOE"
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