{"id":50979,"date":"2023-09-08T10:30:11","date_gmt":"2023-09-08T18:30:11","guid":{"rendered":"https:\/\/cirahub.com\/?p=50979"},"modified":"2024-04-17T08:33:37","modified_gmt":"2024-04-17T16:33:37","slug":"how-to-two-way-sync-contacts-between-quickbooks-and-salesforce","status":"publish","type":"post","link":"https:\/\/cirahub.com\/fr\/support\/how-to-two-way-sync-contacts-between-quickbooks-and-salesforce\/","title":{"rendered":"How to Two-Way Sync Contacts Between QuickBooks and Salesforce"},"content":{"rendered":"<p><span data-contrast=\"none\">Are you looking for a synchronization tool that allows you to two-way sync your QuickBooks contacts to Salesforce? If so, then this article should be helpful to you. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">By two-way syncing contacts between QuickBooks and Salesforce organizations can access their most valuable resource\u2014customer information and create a central database that supports both platforms. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\"> Keep Reading to learn more about how CiraHub users to two-way sync contacts and manage multiple workflows between QuickBooks and Salesforce.\u00a0 <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">This article will outline how to two-way sync contacts between QuickBooks and Salesforce. <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559685&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Thanks to this two-way sync feature, you\u00a0 <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559685&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;134225954&quot;:true,&quot;134225961&quot;:true,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Can access your Salesforce contacts in QuickBooks.\u00a0 <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;134225954&quot;:true,&quot;134225961&quot;:true,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Can access your QuickBooks contacts in Salesforce.\u00a0 <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;134225954&quot;:true,&quot;134225961&quot;:true,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Import Customer leads , Contacts , Accounts , and Opportunities <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;134225954&quot;:true,&quot;134225961&quot;:true,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"auto\">Set Up Two-Way Contact Sync Between QuickBooks and Salesforce<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0 This article will show you how to enable a two-way sync for QuickBooks and Salesforce.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Create_a_Spoke_for_QuickBooks\"><\/span><strong>Create a Spoke for QuickBooks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>1. Log into CiraHub. You will be taken to the onboarding wizard.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/08\/Log-in-to-CiraHub-and-select-contacts-as-the-object-to-sync.jpg\" alt=\"Log in to CiraHub and select contacts as the object to sync\" \/><\/p>\n<p>2. Next, you\u2019ll need to choose the type of object you want to sync. Select \u201cContacts.\u201d<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-52508\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Contacts-object-1024x642.png\" alt=\"Select the Contacts object\" width=\"1024\" height=\"642\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Contacts-object-1024x642.png 1024w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Contacts-object-980x614.png 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Contacts-object-480x301.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>3. To start your Hub and Spoke setup, click \u201cCRM\u201d as the source type of your contact spoke, then select \u201cQuickbooks\u201d from the list of CRMs and click NEXT.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"Select Crms as the source type of your contact spoke\" \/><\/p>\n<p>4. Click \u201cSign in with QuickBooks\u201d and enter your company&rsquo;s name, then click \u201cCreate Company\u201d to connect with the CiraHub Connector.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-52516\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Connect-CiraHub-to-QuickBooks-1024x698.png\" alt=\"Connect CiraHub to QuickBooks\" width=\"1024\" height=\"698\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Connect-CiraHub-to-QuickBooks-1024x698.png 1024w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Connect-CiraHub-to-QuickBooks-980x668.png 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Connect-CiraHub-to-QuickBooks-480x327.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>5. Enter a name for your current spoke and click \u201cCREATE.\u201d<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-52520\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Name-your-spoke-1024x709.png\" alt=\"Name your spoke\" width=\"1024\" height=\"709\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Name-your-spoke-1024x709.png 1024w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Name-your-spoke-980x678.png 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Name-your-spoke-480x332.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a07. <\/span>Type in a Spoke name and click NEXT.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img decoding=\"async\" class=\"alignnone wp-image-50849\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/08\/Type-in-spoke-name-and-click-next.jpg\" alt=\"Type in spoke name and click next\" width=\"429\" height=\"295\" \/><\/span><\/p>\n<p>8. Type in a Hub name and Click CREATE.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img decoding=\"async\" class=\"alignnone wp-image-50853\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/08\/Type-in-Hub-name-and-Click-Create.jpg\" alt=\"Type in Hub name and Click Create\" width=\"443\" height=\"306\" \/><\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Create_Salesforce_Spoke\"><\/span><b><span data-contrast=\"none\">Create Salesforce<span class=\"TextRun SCXW123629788 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW123629788 BCX0\">\u00a0Spoke<\/span><\/span><\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span data-contrast=\"none\">9. Select the option to add an Additional Spoke.<img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" width=\"470\" height=\"210\" \/><\/span><\/p>\n<p><span data-contrast=\"none\"><span data-contrast=\"none\">10. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"456\" height=\"250\" \/><\/span><\/p>\n<p><span data-contrast=\"none\"><span data-contrast=\"none\">11. Select <\/span><a href=\"http:\/\/salesforce.com\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">Salesforce<\/span><\/a><span data-contrast=\"none\"> as the contact spoke type.<img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/select-salesforce.jpg\" alt=\"Select \u201cSalesforce\u201d as the contact spoke type.\" width=\"499\" height=\"277\" \/><\/span><\/span><\/p>\n<p><span data-contrast=\"none\"><span data-contrast=\"none\">12. Sign in with Salesforce to add your account to the Hub, or select an existing Salesforce account. <span class=\"NormalTextRun SCXW113844889 BCX0\"><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/the-blur-jon-harris.png\" alt=\"Sign in with Salesforce to add your account to the Hub\" width=\"514\" height=\"256\" \/><\/span><\/span><\/span><\/p>\n<p><span data-contrast=\"none\"><span class=\"NormalTextRun SCXW113844889 BCX0\">13. Select \u201cAllow\u201d to <a href=\"https:\/\/cirahub.com\/salesforce-two-way-sync\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\">two-way sync Salesforce contacts<\/a> and link your account to the Salesforce Connector.<\/span><\/span><span data-contrast=\"none\"><span class=\"NormalTextRun SCXW113844889 BCX0\"> <img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/salesforce-connector.jpg\" alt=\"Click allow to connect your Salesforce connect\" width=\"325\" height=\"401\" \/><\/span><\/span><\/p>\n<p><span data-contrast=\"none\">14. Type in a \u201cSpoke Name\u201d and click Next. <\/span><img decoding=\"async\" class=\"alignnone wp-image-39683\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/BELL.png\" alt=\"\" width=\"488\" height=\"310\" \/><\/p>\n<p>15. Next type in the \u201cHub Name\u201d and click Create.<img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/BELL2.jpg\" width=\"482\" height=\"307\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"16_Next_right_click_your_spoke_and_select_%E2%80%9CSync_Options%E2%80%9D_From_there_click_the_box_%E2%80%9CAllow_Hub_to_create_and_sync_items_in_this_spoke%E2%80%9D_This_will_enable_2-way_synchronization_between_the_Hub_and_your_spoke\"><\/span><span class=\"EOP SCXW102445665 BCX0\" style=\"color: #666666; font-size: 14px;\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span data-contrast=\"none\">16. Next, right click your spoke, and select \u201cSync Options\u201d. From there\u00a0 click the box \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable 2-way synchronization between the Hub and your spoke.<img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/08\/Right-click-your-spoke-and-select-sync-options.jpg\" alt=\"Right click your spoke and select sync options\" \/><\/span><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h3><span class=\"ez-toc-section\" id=\"17_Click_on_%E2%80%9CAllow_Hub%E2%80%9D_to_create_and_sync_items_in_this_spoke_This_will_enable_two-way_synchronization_from_the_endpoint_to_the_Hub_database_and_back\"><\/span><span class=\"EOP SCXW102445665 BCX0\" style=\"color: #666666; font-size: 14px;\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span data-contrast=\"none\">17. Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the Hub database and back.<img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/08\/Click-allow-hub-to-create-and-sync-items-from-this-spoke.jpg\" alt=\"Click allow hub to create and sync items from this spoke\" width=\"607\" height=\"190\" \/><\/span><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h3><span class=\"ez-toc-section\" id=\"18_Click_on_%E2%80%9CSync_now%E2%80%9D_in_order_to_enable_a_2-way_sync_for_the_current_spoke_to_two-way_sync_between_an_Exchange_Server_Mailbox_and_a_Microsoft_365_Public_Folder_You_can_also_edit_any_synchronization_options_for_each_of_your_spokes_down_below\"><\/span><span class=\"EOP SCXW102445665 BCX0\" style=\"color: #666666; font-size: 14px;\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span data-contrast=\"none\">18. Click on \u201cSync now\u201d in order to enable a 2-way sync for the current spoke to two-way sync between an Exchange Server Mailbox and a Microsoft 365 Public Folder. You can also edit any synchronization options for each of your spokes down below.<\/span><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/08\/Click-sync-now-to-two-way-sync-items.jpg\" alt=\"Click sync now to two-way sync items\" width=\"393\" height=\"361\" \/><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Why_Two-Way_Sync_QuickBooks_with_Salesforce\"><\/span><b><span data-contrast=\"none\">Why Two-Way Sync QuickBooks with Salesforce<\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\"> \u00a0By synchronizing QuickBooks with Salesforce, users can save time and execute tasks more quickly and effectively. CiraHub helps users automate their everyday sales operations with the help of our two-way synchronization solution. Users can easily and conveniently two-way sync data between Salesforce and V using CiraHub. Instantly synchronize data between Salesforce and QuickBooks and a variety of other platforms in both directions. Click here to learn more about how you can start a <a href=\"https:\/\/cirahub.com\/get-started\/\">CiraHub trial<\/a> today!\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you looking for a synchronization tool that allows you to two-way sync your QuickBooks contacts to Salesforce? If so, then this article should be helpful to you. \u00a0 By two-way syncing contacts between QuickBooks and Salesforce organizations can access their most valuable resource\u2014customer information and create a central database that supports both platforms. \u00a0 [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[17],"tags":[],"ppma_author":[374],"class_list":["post-50979","post","type-post","status-publish","format-standard","hentry","category-support"],"authors":[{"term_id":374,"user_id":9,"is_guest":0,"slug":"jon-harris","display_name":"jlh@ciraapps.com","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/c8f87026173c8bb1e783c78eac6f1b77bc2bc6d4861a18f530c9baa52d7b425e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/50979","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/comments?post=50979"}],"version-history":[{"count":4,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/50979\/revisions"}],"predecessor-version":[{"id":55029,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/50979\/revisions\/55029"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/media?parent=50979"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/categories?post=50979"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/tags?post=50979"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/ppma_author?post=50979"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}