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kbs24
April 5, 2024
Question

I have a sync with QB Online and Salesforce, so I have the QB Online Account ID on the Salesforce Account. I need to display a chart of accounts from QuickBooks Online at the account level in Salesforce using an iframe.

  • April 5, 2024
  • 1 reply
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I have a sync with QB Online and Salesforce, so I have the QB Online Account ID on the Salesforce Account. I need to display a chart of accounts from QuickBooks Online at the account level in Salesforce using an iframe. I want to know if I can create an LWC with an iframe that automatically logs in the user using Single Sign-On (SSO) if I put the QuickBooks URL in the iframe. The login process should be done automatically using SSO. How can I add the QuickBooks Charts of Accounts URL in an iframe and display that page at the account level without requiring the user to login or authenticate? Note: I have set up Named Credentials in Salesforce for QuickBooks Online.

1 reply

R
RogelioL
April 5, 2024

Thank you for your detailed concern, @kbs24. Let me share what we can do with your chart of accounts in QuickBooks Online.

 

As much as I want to assist you, unfortunately, since you've synced QuickBooks Online with Salesforce, the best approach we can take is to contact Salesforce support. You can do this by searching Contact Support Salesforce online.

 

In the meantime, you can check out these articles to learn more about the chart of accounts: 

 

Additionally, you can check out this article if you need to import your chart of accounts from a spreadsheet: Import your chart of accounts to QuickBooks Online.

 

Let me know if you have further questions about your chart of accounts or any QuickBooks-related concerns. Keep safe.

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