We are updating our internal QuickBooks integration to align with the latest Salesforce platform requirements. These updates include upgrading to the latest supported Salesforce API version and transitioning from the legacy SOAP API to the modern REST API framework to ensure continued compatibility, improved performance, and long-term support.
Note: If you are an existing customer, the old tool will need to be uninstalled before installing new tool. We suggest you create a Partial Sandbox, a backup copy of QBs, use the same sync date as previous tool , and use a dedicated VM or work station to test before doing this in a Production Environment.
External Client App Setup
Required Profile Permissions for the User
Create, Edit, and Delete External Client Apps
View External Client App Consumer Secrets in Metadata
- View all External Client Apps, view their settings, and edit their policies
- Allow consumer key and secret rotation
Ensure that Salesforce Lightning is enabled in the customer org, because External Client Apps can only be created in the Lightning interface
To enable Lightning Experience:
Option 1 — Profile
Setup → Profiles: Open the Profile, Edit.
Enable: Lightning Experience User(Administrative Permissions), Save.
Option 2 — Permission Set (Recommended)
Setup → Permission Sets: Create or edit a permission set
Enable:
Lightning Experience User(Administrative Permissions), Save, Assign to users
Navigate to Setup > External Client App Manager
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Click the “New External Client App” button
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Fill in the “Basic Information” required fields
- Under “API (Enable OAuth Settings)”:
Check the “Enable OAuth” checkbox
Fill in the Callback URL as “https://localhost/”
Select the OAuth Scope “Manage user data via APIs (api)”
Check “Enable Client Credentials Flow”
Uncheck all checkboxes under “Security”
Once all information is filled in, click the “Create” button
- Set the policies on the External Client App
Permitted Users: All users can self-authorize
Check the “Enable Client Credentials Flow” checkbox and select a “Run As” User
Expire Refresh Token after 365 days
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IP Relaxation: Relax IP restrictions
Quickbooks Desktop Sync Application
Download the Quickbooks Desktop Sync tool to a Windows PC using the installation URL (Installation URL)
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Under Section 1, select “< New Login >” from the picklist
- Fill in the following:
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Display Name
A unique nickname for the set of credentials
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My Domain URL
The Salesforce org’s My Domain URL
Found in the org under Setup > My Domain
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Consumer Key
The Consumer Key of the External Client App
On the External Client App, navigate to Settings > OAuth Settings > Consumer Key and Secret
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Consumer Secret
The Consumer Secret of the External Client App
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On the External Client App, navigate to Settings > OAuth Settings > Consumer Key and Secret
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Display Name
Open the Quickbooks workbook that you want to import data into
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You can test the connections to the Salesforce org and the Quickbooks workbook by clicking the “Connect” button in Sections 1 and 2 of the main form. Note that the Quickbooks workbook must be open
And finally, in Section 4 click the “Import Data to Quickbooks” button to initiate the import
Troubleshooting
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When selecting a Display Name, if you ever run into any issues with an index out of bounds exception or just a set of credentials that the user would like to delete, you can navigate to the following folder and manually delete the credentials, then re-enter the credentials that the user needs via the Desktop Sync App
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File path: C:\Users\userNameGoesHere\AppData\Local\improveit_360
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