2022
Page History
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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.
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- Integration
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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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Overview
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