Page History

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•  Switch ON the Accounts to Customer Workflow and click on EDIT button placed along side alongside of the workflow.
• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows to configure the mappings for the target System (QuickBooks)
• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

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• Switch ON the Quotes to Estimate Workflow and click on the EDIT button placed along side of alongside the workflow.
• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows them to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

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3.       Opportunity to Sales Order (QBDQuickBooks Desktop): This Workflow will be unidirectional integrating data from Salesforce to QuickBooks. Salesforce Opportunity and Opportunity Line items will be integrated as Sales Order and Sales Order Line Items in QuickBooks.

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• Switch ON the Opportunity to Sales Order Workflow and click on the EDIT button placed along side of alongside the workflow.
• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows them to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

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4.       Salesforce Opportunity to QB QuickBooks Invoice: This Workflow will be unidirectional integrating data from Salesforce to QuickBooks. Salesforce Opportunity and Opportunity Line items will be integrated as Invoice and Invoice Line Items in QuickBooks.

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• Switch ON the Salesforce Opportunity to QB QuickBooks Invoice Workflow and click on EDIT button placed along side of the workflow.
• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

5.       QB QuickBooks Payments to Salesforce Invoice: This Workflow will be unidirectional integrating data from QuickBooks to Salesforce. QuickBooks Payments applied against the Invoice will be integrated as Salesforce Invoices/ Invoice Payments.

Steps:

• Switch ON the QB QuickBooks Payments to Salesforce Invoice Workflow and click on EDIT button placed along side of the workflow.
• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

6.       QB QuickBooks Items to Salesforce Products (Types = Inventory, Service, Non-Inventory): This data flow will be unidirectional integrating data from QuickBooks to Salesforce. QuickBooks Items will be integrated as Salesforce Products as flat structure.

Steps:

• Switch ON the QB QuickBooks Items to Salesforce Products process and click on the EDIT button placed along side alongside of the workflow.
• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows them to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

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• QuickBooks Online: Integration can be initiated using a “RUN NOW” button located alongside each workflow in DBSync or can be scheduled in DBSync Scheduler.
• QuickBooks Desktop: Integration can be initiated or scheduled using QuickBooks Web connector.