2022

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  1. An opportunity can have all the Opportunity lines as Group Items OR.

  2. It can be a combination of Standard Items and Group Items.

Scenario1: All line items are group items

If a user wants to sync all the Line items in Salesforce as Group Line item in Quickbooks then they can make changes in the transaction (Invoice, Salesorder, Estimate) mapping. Below are the steps.

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Note: from the above scenario, we will not be able to assign a line price to what is in Salesforce. The Unit price defined for a Group product in QuickBooks automatically picks the Sales price on transactions that we create. Quantity is the only variable that can be picked from Salesforce for a Group Item.

Scenario 2: Standard Line item or Group Line item for a few transactions

If a user wants to Sync transactions using DBSync where they have Individual products and Group Products part of their lineitems in Salesforce item for few, below are the steps.

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