DBSync Cloud Workflow (iPaaS)

2022

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Standard Integration from DBSync for Salesforce & QuickBooks Online is an easy to use application to integrate . It integrates Salesforce Accounts/Contacts, Products, Opportunity with QuickBooks Customers, Items & Invoice. DBSync provides sync with pre-built field-to-field map mapping along with flexibility for more complex and dynamic mapping capability. DBSync also has an 's automatic online update , enabling DBSync enables its customers to enjoy all the product updates and features that come with every new release.

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Data Flow:


Integration data flow between Salesforce & QuickBooks Online is shown in the table below table.

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Process Map of Standard integration between Salesforce & QuickBooks Online is shown in the image below image.

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Pre-requisites for Integration:

  • Integration of Salesforce to QuickBooks Invoice is invoked provided if the Generate field in Salesforce Opportunity is selected as Invoice.
  • It is mandatory that SF Opportunity (to be integrated with QuickBooks Invoice) is associated with the respective SF Account & . It should also should have Products with Standard Price Book attached to it for DBSync to invoke integration.

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DBSync Profile Setup


  • Go to www.mydbsync.com & and register for a Free Trial. Ensure that Source & Target Adapters are Salesforce & and QuickBooks Online respectively. Choose the standard package during registration.

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DBSync Integration of Salesforce & QuickBooks Online can be initiated by using Salesforce custom buttons and the details are mentioned . For details see below:

  1. Salesforce custom buttons in Salesforce Accounts, Contacts and Opportunity can be used to update these specific records into QuickBooks as and when required. To set integration to Auto run of integration, use one of the next following methods should be used. 
  2. Salesforce Custom Button Update Account to QuickBooksOE in Accounts Object.
  3. Salesforce Custom Button Update Contact to QuickBooksOE in Contacts Object.
  4. Salesforce Custom Button Update Opportunity to QuickBooksOE and Update Invoice from QuickBooksOE in Opportunities Object.