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Linking Current Accounts

Last post 02-01-2010 8:54 AM by nmendlik. 1 replies.
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  • 01-29-2010 10:55 AM

    • KelsiO
    • Top 200 Contributor
    • Joined on 01-29-2010
    • Posts 1

    Linking Current Accounts

    I took over Salesforce and Quickbooks from someone else at our company but before I was fully aware of our DataSynching capabilities, created several accounts in SF and QB that are not synched. Is there a way to link these two existing accounts to get back on-track? We have also created new products in SF and QB. How do I synch those existing products? Thanks so much for your help!

  • 02-01-2010 8:54 AM In reply to

    Re: Linking Current Accounts

    These both can be easily matched up.

    To match up the Accounts and Customers, you must first ensure that the Accounts and corresponding Customers names are spelled exactly the same. Then you can run the Account Matcher through the DataSynch interface which can be accessed through the Start Menu.

    Likewise, you will need to match up the SFDC Products to the QB Items by ensure that the QB Item Name matches the SFDC Product Code. Then, run the Product Matcher through the DataSynch Interface and choose the Match All option. For future reference, the items are the one thing in DataSynch that have the ability to only sync from QB to SFDC, so it would be best practice and less time consuming to enter them in QuickBooks. There is also an option in the DataSynch setup called "All Automatic Product Inserts" which, when enabled, will detect any new or modified Items in QuickBooks and insert or update them into Salesforce, respectively. You can enable this option through Step 3 of the DataSynch setup which can be accessed through the DataSynch interface as well.

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