Salesforce

Can I sync opportunities from Salesforce to QuickBooks?

Choose opportunity from the list of transactions to sync

Connex can sync opportunities from Salesforce to QuickBooks. The field mapping for orders and opportunities is almost identical.

To enable this setting, pair the Salesforce and QuickBooks integration from the orders article. Then, follow these steps:

  1. Click dashboard on the left.
  2. Click manage.
  3. Expand orders > sync orders to QuickBooks > sync manually to QuickBooks.
  4. In the selling channel field, select opportunity.