Most Popular Questions

How do I install SyncQ in my Salesforce org?

SyncQ is an officially approved app by both Intuit, the maker of QuickBooks, and Salesforce.

You can find SyncQ in both the Intuit and Salesforce marketplaces. Install SyncQ from the Salesforce AppExchange by clicking on the following: Link

What are the steps to connect SyncQ in my Salesforce org?

After installing SyncQ in your Salesforce org, navigate to the Salesforce setup and follow these steps:

1. Create a Connected App

Log in as Salesforce administrator, go to Setup:

1.1 Lightning: Apps | App Manager, on the right top, click on New Connected App

(*In this setup help, we are following Salesforce Lightning mode only)

Classic: Create new Setup | Build | Create | Apps | Connected Apps

1.2 Fill up as follows:

Name : SyncQSFLogin

API Name : SyncQSFLogin

Contact Email : Put your email id

Enable OAuth Settings : Check

Callback URL: will be available in the next step, till then, enter

Selected OAuth Scopes : Select "Access and Manage your data (API),

Full Access (full),

Perform requests on your behalf at any time (refresh_token, offline_access)

1.3 click "Save", then click "Continue", it will generate "Consumer Key" and "Consumer Secret"

** Don't close this window or browser tab and move forward or backward, we will come back to update some field

2. Create Auth Provider

2. 2.1 Lightning : Open a new tab and go to Setup -> Identity -> Auth. Providers

Classic : Create new Setup | Administer | Security Controls | Auth. Providers | Create New

2.2 Click on "New"

2.3 Select Provider Type : Salesforce

2.4 Fill as follows:

Name : SyncQSFAuthorization

URL Suffix : SyncQSFAuthorization

Consumer Key : Copy from 2.3

Consumer Secret : Copy from 2.3

Default Scopes : refresh_token full

Registration Handler : Click on "Automatically create a registration handler template"

Execute Registration As : Select Salesforce (admin), this user will log in to authorize the connected app

2.5 Click "Save"

2.6 This will create few Salesforce Configuration URLs

2.7 Copy "Callback URL", go to Connected App tab (2.3), click Edit, and replace the Callback URL field with the new value from 3.6

2.8 Click Save on Connected App

3. Create Named Credential

3.1 Setup | Administer | Security Controls | Named Credentials | New Named Credential

3.2 Label LQB_SFDC

Name : LQB_SFDC (this is fixed )

URL: (copy url from my domain)

Identity Type : Named Principal

Authentication Protocol : OAuth 2.0

Authentication Provider : SyncQSFAuthorization

Scope : refresh_token full

Start Authentication Flow on Save : checked

Generate Authorization Header checked

Allow Merge Fields in HTTP Header checked

Allow Merge Fields in HTTP Body checked

Click Save

After clicking on "Save", a new page will open to authenticate Salesforce Org using OAuth2 connected App.

If authentication is a success, you will see a message:

Authentication Status: Authenticated as ...

If you get an error like ..error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%20configuration

Click on the Edit link of LQB_SFDC after 30 mins and then click Save.

You are now all set to start using SyncQ and connect your QuickBooks Company.

How can I connect QuickBooks with Salesforce via SyncQ?

Log in to Salesforce in Lightning mode. Go to the home page, and click on the app menu on left (3x3 dots), and then search for syncq. On the SyncQ app page, click on Connect to QuickBooks. If you have connected your QuickBooks company earlier, select the QuickBooks company in the select drop-down and then click on Connect to QuickBooks green button.

Do Salesforce and QuickBooks users need to be the same user?

No, Salesforce and QuickBooks users can be different, but both must have admin rights in their respective app to establish a connection.

Can I connect multiple QuickBooks Companies to Salesforce through SyncQ?

Yes, you can connect multiple QuickBooks companies. However you will need a separate SyncQ license to connect each QuickBooks company.

Does SyncQ support connecting QuickBooks Enterprise Desktop?

No, SyncQ only supports QuickBooks Online; it does not support the desktop or Enterprise versions.

What is the process to activate my SyncQ license?

After completing your initial setup, attempt to sync a record from Salesforce to QuickBooks. If you encounter a message stating 'Contact SyncQ support' in the QuickBooks Status field, please reach out to to activate your license.

What different types of Salesforce editions are supported?

SyncQ supports the following editions:
Professional (with API Enabled), for more information on Salesforce API please check Salesforce help
Group (with API Enabled)

Following editions not supported:

How do I find my Salesforce org edition type?

Go to your Salesforce setup -> Company Profile -> Company Information and then find Organization Edition.

Does SyncQ support the Salesforce Professional edition?

Yes, but only if Salesforce API is enabled in the Professional org. By default, API is not enabled in Professional orgs. To enable it, please contact your Salesforce account manager. To check if API is enabled, add the following. If you're on the Group or Professional plan, you'll need to confirm whether your organization has added API access to your package. Check the 'API Requests, Last 24 Hours' section. This will indicate the maximum number of API requests allowed by your plan. If there's no information about API requests, then your plan does not include API access.

What is a SyncQ license?

To sync any record from Salesforce to QuickBooks, the Salesforce user needs to have a SyncQ license. For syncing from QuickBooks to Salesforce, SyncQ uses the admin user license of the individual who initiated sync in SyncQ from QuickBooks. All synced records will be created under this Salesforce user (record owner).
Each license is designated for a specific QuickBooks Company connection. If you connect multiple QuickBooks companies, you will need multiple SyncQ licenses, one for each user and each QuickBooks company.
If you use Salesforce flow (auto-proc), a separate special auto-proc SyncQ license is required.

Why is the SyncQ app is not visible in my Salesforce org?

If the SyncQ app is not visible but already installed, check if your SyncQ license is expired. To verify the status, navigate to Salesforce setup -> Installed Packages and look for SyncQ.

How do I allocate SyncQ licenses to different Salesforce users?

To allocate SyncQ licenses to different Salesforce users, navigate to Salesforce setup -> Installed Packages -> SyncQ, and then click on 'Manage Licenses'. After allocating licenses, against their user profile confirm the following:
1) Administrative Permissions->Customize Application -> Checked
2) Ensure that all mapped object SyncQ fields have read-write access.

Can non-SyncQ users see synced data?

Yes, any Salesforce user with read access to the object fields can view the synced data.

Does SyncQ have a free trial?

Yes, SyncQ offers a 14-day free trial that begins automatically upon installation from Salesforce AppExchange. No credit or debit card is required to start the free trial.

How do I subscribe to SyncQ? And what are the terms and conditions?

Contact SyncQ support to subscribe. Provide your billing email ID and address. SyncQ will send an invoice, including terms and conditions, to your billing email. Payment can be made by debit or credit card or via ACH (Wire transfer). Upon receiving payment, SyncQ will be activated. Payments are non-refundable.

How can I cancel the subscription to SyncQ?

You can cancel the SyncQ subscription by uninstalling SyncQ from the Salesforce org. Please note that payments made for subscriptions will not be refunded upon cancellation.

Can I pay the subscription by credit/debit card?


What is the price for renewing SyncQ?

The renewal subscription pricing will remain the same as the previously paid amount, regardless of any changes in the current subscription pricing from the original subscription. If you discontinue and later re-subscribe, the current price will apply.

How can I check my QuickBooks Online connection status?

To verify the status of your QuickBooks connection, navigate to the SyncQ app, then choose your QuickBooks company from the dropdown. If your QuickBooks company name is displayed in green, it indicates that your QuickBooks connection is active.

What happens if I disconnect and delete the QuickBooks Online connection?

If you disconnect and delete the QuickBooks connection, SyncQ will no longer be able to sync data between Salesforce and QuickBooks. Additionally, this action will delete any mappings you have created for that company connection. If you only disconnect, your mappings will remain stored.

We are frequently encountering a 'Require QuickBooks Authorization' message, leading to disconnections in our QuickBooks connection. How can this issue be resolved?

If your QuickBooks is getting disconnected frequently, this is primarily due to profile permission issues. Please check the following against the Salesforce user profile: 1. Ensure that "Customize Application" under "Administrative Permissions" is checked.
2. Verify that all the SyncQ-related fields have Read/Write (RW) access against each mapped object. The fields to check include: a. For standard transaction mapping (e.g., Customer, Invoice, Product), the field list typically includes: - QuickBooks Company: `LQB_QB_Company__c` (Picklist) - QuickBooks Id: `LQB_QB_Id__c` (Text, 100 characters) - QuickBooks No: `LQB_QB_No__c` (Text, 100 characters) - QuickBooks Seq: `LQB_QB_Seq__c` (Text, 10 characters) - QuickBooks Sync Status: `LQB_QB_Error__c` (Long Text Area, 4000 characters)
b. For line item objects (e.g., estimate or invoice line items), the field list includes: - QuickBooks Company: `LQB_QB_CompanyName__c` (Text, 255 characters) - QuickBooks Id: `LQB_QB_Id__c` (Text, 100 characters) - QuickBooks No: `LQB_QB_No__c` (Text, 100 characters) - QuickBooks Parent Id: `LQB_PARENT_QB_Id__c` (Text, 100 characters)"

What are the steps to sync my first record using SyncQ?

1. Install SyncQ from the Salesforce AppExchange
2. Configure SyncQ by following this LINK
3. Connect your QuickBooks Company
4. Create a Salesforce Object to QuickBooks mapping
5. Create the field mappings
6. Add SyncQ fields to your Salesforce record layout (QuickBooks Company, QuickBooks Id, QuickBooks Sync Status)
7. Add a SyncQ Button to your Salesforce record layout page
8. Click on the SyncQ button. Then check the QuickBooks Sync Status field value. If it says "Invalid License", request activation from
9. Once your license is activated, try to sync again. This time you should get "Success" in the QuickBooks Status field.

Does SyncQ support custom Salesforce objects?

Yes, SyncQ supports both Salesforce standard and custom object types, including the mapping of third-party app custom objects.

Can I sync QuickBooks Online custom fields?

Yes, you can sync QuickBooks custom fields. However, only the first three custom fields of the Estimate/Invoice/SalesReceipt can be synced. It's important to note that syncing Customers or other types of custom fields is not supported by QuickBooks Online.

Can I sync Salesforce custom fields?

Yes, you can sync Salesforce custom fields.

What are the different QuickBooks transaction types that are supported by SyncQ?

SyncQ supports almost all QuickBooks transaction types, including but not limited to Estimate, Invoice, SalesReceipt, Journal entry, Credit Memo, Bills, Taxes, Class, and many more.

What are standard mappings for syncing to a QuickBooks Online Customer?

What are the general mappings required to sync estimates, invoices, sales receipts?

Can I sync vendors, and create purchase orders and bills?

Yes, can sync both account receivable and payable transactions.

I want to sync my Opportunity/Custom Object as Estimate/Invoice/SalesReceipt to QuickBooks, what are the requirements?

To create a new Invoice/Estimate, the Salesforce Opportunity/Custom record object must contain the following minimum information:

1. A lookup to the Customer Object. If the Account is mapped as Customer, the record must be linked to an account record. Additionally, this account record must be synced to QuickBooks, meaning it should contain the QuickBooks Id.

2. The Opportunity record should include at least one line item. This line item record must be associated with a product/item that has already been synced with QuickBooks. The 'line type' field must also be populated. For a regular invoice, the appropriate field option is 'SalesItemLineDetail'. The 'Line Type' is a customer picklist field, with options sourced from the Global Picklist QB Line Types.

When you sync an invoice record from Salesforce to QuickBooks and encounter the following errors:

1. INVALID LICENSE: Ensure the correct QuickBooks field option is selected.
2. Line record Not Found: Verify if the Opportunity record includes an Opportunity Product or Line item record.
3. Line Detail Type Missing, check line mappings: Ensure the line record has a Line Type option selected. For a regular Invoice, this option should be 'SalesItemLine details'. If your product is a bundle item, select 'GroupLineDetail'.
4. Required parameter Line.SalesItemLineDetail is missing in the request: If this error appears, confirm that the associated line item record has a selected product and that the product record is synced to QuickBooks. Also, ensure the correct QuickBooks Company option for the product is selected.
5. CustomerRef is missing in the request: This indicates that the associated Customer record (or Account in the case of Opportunity) is not synced. Check the equivalent Customer record to ensure the QuickBooks Company and QuickBooks Id fields are populated.

Can I create a sub-customer or project from a Salesforce record?

Yes, you can create a sub-customer from Salesforce. A typical mapping is shown below. However, it's important to note that you cannot sync or create a Project from Salesforce to QuickBooks due to a limitation on the QuickBooks side. Instead, you can create a Project in QuickBooks and sync it back to Salesforce, using a specific QuickBooks field called 'Job' to indicate whether it is a customer or project.

How can I sync Salesforce records to QuickBooks?

1. Add a SyncQ button and the SyncQ fields to the record page layout.

2. Click the SyncQ button, refresh your page after a few seconds, and check the QuickBooks Sync Status. If successful, you will see the QuickBooks Id field filled with a number or alphanumeric string. Otherwise, you may encounter a business validation error, typically associated with data discrepancies.

Why do I have to contact SyncQ to activate my SyncQ user licenses?

If you encounter a license validation error after your first sync, please contact with your Salesforce org and user ID or email.

How do I check if my first sync is working or not?

After syncing a record from Salesforce, verify the QuickBooks Sync Status field. If it displays 'Success', the record has been successfully synced.

How can I enable auto-sync from QuickBooks to Salesforce?

Go to the SyncQ app and then select your QuickBooks company. This will display the mappings you have created earlier. Next to each mapping, there is a setup wheel button. Click on the setup wheel next to the QuickBooks record type that you want to sync from QuickBooks to Salesforce.

Can I bulk import QuickBooks records to Salesforce?

Yes, you can bulk import all QuickBooks records. The duration of this operation may vary, depending on the amount of data you are syncing from QuickBooks. A custom field, QuickBooks Id, is automatically created in your Salesforce object. Add this field to your list view to distinguish whether the record is synced from QuickBooks or not.

How can I bulk sync records from Salesforce to QuickBooks?

To bulk sync records from Salesforce to QuickBooks, create a Flow to trigger individual record synchronization from Salesforce to QuickBooks. To sync individual records using Flow, create a new Apex Action and search for 'syncq.' Select 'syncq__SyncQSyncToQB' and set input values for the desired record Id that you want to sync.

What happens if I delete records in either QuickBooks Online or in Salesforce, does SyncQ also delete the already synced corresponding record?

SyncQ does not delete any records from Salesforce and QuickBooks. If you delete a record in QuickBooks, manually delete the corresponding record in Salesforce or delete the QuickBooks Id value. Similarly, if you delete a record in Salesforce, delete the corresponding record in QuickBooks.

Does SyncQ support multiple currencies?

Yes, SyncQ supports multiple currencies. Create a picklist in Salesforce for currency options, such as USD, CAD, GBP, etc., and map that field to the customer currency reference field. Set the field value before syncing the Customer or Vendor. Please note that QuickBooks does not allow to update the currency once a customer is created.

How can I create invoices in different currencies?

The Invoice currency is linked to the QuickBooks customer currency. Ensure you set the customer currency when creating a new customer in QuickBooks, as it cannot be updated once created. Map the Customer currency reference field in the Customer mapping section. On the Salesforce side, create a drop-down field to specify the currency, such as USD, CAD, AUD, etc.

How can I include the shipping amount in an invoice?

1. Create a special product with the QuickBooks Id SHIPPING_ITEM_ID if it hasn't been created already. 2. Refer this product in your invoice line item. Simply add an additional line item with this product, and QuickBooks will automatically calculate the shipping amount.

How can I create a sub-customer? Can I create a QuickBooks Job from a Salesforce record?

To create a sub-customer, you need to have a lookup field to the same object referring to the parent record. First, sync the parent record, and then sync the sub-customer. Please note that you cannot create a QuickBooks Online Project from a Salesforce record due to a limitation on the QuickBooks side.

Does SyncQ support QuickBooks tax settings?

Yes, SyncQ supports QuickBooks Online tax settings. Define your taxes in QuickBooks. Create a new object (for example, TaxCode) in Salesforce and establish a mapping between the QuickBooks tax code and your new object, TaxCode. Import all tax records from QuickBooks to Salesforce. Reference these tax records from Salesforce Invoice and Sales Receipt (using a lookup field to TaxCode).

Can I sync QuickBooks classes in the invoice line items?

Yes, you can sync QuickBooks Classes. Create a new object called 'Class' and then establish a mapping between the QuickBooks Class and the new Salesforce object 'Class'. Import all your QuickBooks classes into Salesforce and refer to these records from Invoice Line Items, Estimates, etc.

While creating a new Invoice, the invoice number ends up blank, how can I activate auto numbering?

When creating a new QuickBooks Estimate or Invoice from Salesforce, if the Estimate/Invoice number is blank, QuickBooks settings need to be modified so that QuickBooks will auto-allocate an Invoice/Estimate/Bill/Sales Receipt number. To enable auto-numbering, log into QuickBooks, click on the setup wheel button at the top right, then select 'Account and Settings'. Under the Sales tab, change the 'Custom transaction number' to 'Off'.

When creating a new invoice, an additional line item is automatically added. What is the purpose of this automatically added line item?

When a new invoice is created, QuickBooks automatically generates a line item referring to the subtotal of all the lines in the invoice. You can distinguish this line by checking the value of the 'Line Type' field. If you are creating a report that references line items, be sure to consider/omit this type in your report.

How does a QuickBooks Online customer record compare with a Salesforce record when searching for duplicates?

A QuickBooks customer record has only one mandatory field called Display Name. This field value is compared with the mapped field on the Salesforce side. Typically, in the Salesforce Account to QuickBooks Customer mapping, the QuickBooks Display Name is compared with the Salesforce account name. If an exact match is found, SyncQ will connect this record with your QuickBooks Customer record; otherwise, a new record will be created. You can easily distinguish the new record by looking at the creation date and the QuickBooks Id field. All QuickBooks sync records hold a unique QuickBooks Id field value.

How can I automate syncing records from Salesforce to QuickBooks Online?

For automated sync from Salesforce, SyncQ provides an API to sync data from Salesforce, along with a built-in button to manually sync data. You can create a process builder workflow, Apex trigger, or flow to automate the sync by implementing your own custom business logic. Be cautious when implementing your automation, especially if your QuickBooks record is connected with another related QuickBooks record. For example, to sync an invoice, first sync the related customer and line products before syncing the invoice. All these APIs are Salesforce external (future) calls, so you should carefully handle recursive call scenarios.

Why is the QuickBooks Id not updated after my initial sync?

As all syncs are external calls from Salesforce to QuickBooks, there might be a slight delay of a few milliseconds. Reload your record page and check the QuickBooks Sync Status field.

I want to sync my Salesforce Opportunities as an Invoice, however invoice pricing details are stored at the opportunity level and we do not use opportunity products in Salesforce?

To sync any Salesforce record to QuickBooks as Estimate/Invoice/Bill/SalesReceipt, the Salesforce record must have an equivalent structure to QuickBooks. For instance, the opportunity must have a related list containing products, quantity, and amount information. If your record doesn't follow a parent-child list relationship, you'll need to enter data in a related list format to successfully sync records with QuickBooks. Additionally, you may add custom code to auto-generate these line items.

Can I sync the Salesforce Account record with both a Customer and a Vendor?

Yes, you can. After creating the first mapping, if you have Salesforce record types, select the record type filter and then create the second mapping.

Can I sync the same Salesforce object type to different QuickBooks transactions? For example, Opportunity as Invoice and Bill.

Yes, you can. However, you will need a custom configuration. Please contact SyncQ support for assistance.

Can I sync multiple Salesforce objects to one QuickBooks Online transaction type? For example, Opportunity and Order object as Invoice.

Yes, you can different Salesforce objects to one type of QuickBooks transaction.

My QuickBooks to Salesforce sync works most of the time, however sometimes SyncQ fails-to-sync some records, why?

Check out if you have any mandatory fields and any other custom workflow or validation rules. The sync usually fails when SyncQ is unable to add/update records due to missing mandatory field information.

How can I give access to my Salesforce for SyncQ troubleshooting?

Click on the Salesforce View Profile Icon at the top right, then select 'Grant Login Access.' Update the access duration for HelloCoderLLP Support. If you are in classic, navigate to your Salesforce setup, and in the Quick Find search, look for 'Grant Login Access.'

How can I email the Invoice from Salesforce?

SyncQ provides APIs to email Estimate/Invoice from Salesforce. You have to add your own custom logic to send the email. Following is an example to send the Invoice using a lightning button.

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