How to Connect Salesforce to QuickBooks for Multiple Companies Using QB Sync Made Easy
Managing multiple businesses can quickly get messy if you have to switch between QuickBooks accounts or handle manual data exports. With the QB Sync Made Easy AppExchange app, you can connect Salesforce to QuickBooks, ensuring all your financial data stays in sync, organized, and easy to manage. This powerful solution makes it simple to integrate your financial systems, eliminating the need for constant switching between platforms.
Connecting multiple companies in QB Sync Made Easy helps you streamline operations, making the most of QuickBooks Online Salesforce Integration and enhancing your Salesforce QuickBooks Integration experience.
In this guide, we’ll dig deep into how to effectively set up and use this integration to save time and improve the accuracy of your financial data.
Key Benefits of Connecting Multiple QuickBooks Companies
- Centralized Management – Manage all your QuickBooks companies from one Salesforce app without switching between accounts.
- Time Savings – Sync data for multiple companies at once and cut down on repetitive manual work.
- Error Reduction – Avoid mistakes caused by manual imports/exports for each company.
- Consolidated Reporting – Compare financials and generate combined reports across all connected companies.
- Seamless Integration – Sync all companies in real-time with Salesforce and other platforms.
- Scalability – Add new QuickBooks companies anytime as your business grows.
Step-by-Step Guide: Connect Multiple QuickBooks Companies in QB Sync Made Easy
Before connecting multiple companies, make sure you’ve already installed QB Sync Made Easy in Salesforce.
Follow this installation guide to complete the setup.
Part 1: Open the QB Setup Tab
From the App Launcher, search for QB Sync Made Easy.
Click on the QB Setup tab
Here, you’ll see a list of all the QuickBooks companies already connected, along with their Company Name, ID, and Status.
Part 2: Add a New QuickBooks Company
Click on “Add Another QuickBooks Company.
Select the environment (Sandbox or Production).
Click “Connect to QuickBooks.”
Choose the QuickBooks company you want to connect.
Click Next.
Click Connect.
Log in with valid Salesforce credentials.
Click “Click here to proceed.”
Part 3: Confirmation
Once connected successfully, the new QuickBooks company will appear separately in the list on the QB Setup tab.
Repeat the process as needed. You can connect as many QuickBooks companies as your subscription allows.
Final Thoughts
With the Salesforce connector by QuickBooks – QB Sync Made Easy, connecting multiple QuickBooks companies to Salesforce is simple, scalable, and efficient. Whether you’re managing multiple businesses, franchises, or subsidiaries, this integration ensures smooth data flow, reduces errors, and gives you complete financial visibility in Salesforce.
If you’re ready to streamline your QB online integration, install QB Sync Made Easy from the Salesforce AppExchange today.
