Overview Binding is the "digital glue" that prevents duplicate records. It is the process of mapping a unique Salesforce ID (e.g., 0015G00002Xyz12) to a specific QuickBooks ListID.

How Binding Works InterWeave utilizes a "Hidden" or "Custom" field in QuickBooks (often labeled Salesforce_ID). Once a record is bound, the integration will never create a duplicate; it will only update the existing record.

Troubleshooting Steps

  1. Check for "Orphans": If a customer exists in both systems but keeps syncing as a new record, the "Binding Field" is likely empty.
  2. ID Validation: Open the Salesforce Account and copy the 15 or 18-digit ID from the URL. Ensure this exact string appears in the QuickBooks "Other" or "Custom" field.
  3. Manual Binding: If a record failed to bind, you can manually paste the Salesforce ID into QuickBooks and run the sync to "marry" the records.