Salesforce Accounts to Quickbooks Customers

Owned by Brian Banet, created
Sept 28, 2024
1 min read

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.

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