Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Quickbooks to Salesforce for more efficient financial data management. Follow these steps:

1. Sign in to your Quickbooks account and open the invoice containing the data you want to transfer, such as customer name, invoice number, payment status, and total amount.
2. In Quickbooks, label the information you want to transfer with Magical, like Customer Name, Invoice Number, Payment Status, or Total Amount.
3. Sign in to your Salesforce account and open the record where you want to add the Quickbooks data.
4. Type "//" in an empty field and select the information you want to transfer from Quickbooks such as Customer Name, Invoice Number, etc.
5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.