Page History

Issue: Salesforce custom Custom field to QuickBooks custom Custom field.

Root Cause: Requirement on mapping Quickbooks desktop custom Custom field on Customer entity.

Solution:

Let’s go through a used use case wherein where we have to sync a Salesforce standardStandard/custom Custom field to QuickBooks Custom field on either customerCustomer/vendor Vendor entity.

We have a field “Client Name” created in Salesforce which . The field has to be synced to a custom Custom field “CLIENT NAME” in QuickBooks desktop under Customer.

• Create custom Custom field in QuickBooks Just by clicking Edit-> Define fields under Additional info tab on the Customer layoutas shown below:

• Login into in to mydbsync.com using your DBSync credentials.                         

• Create a rule under the desired workflow, select . Select the target as DataExt and perform Mapping and Writer as Follows:

• Mapping

Seq 1: Client Name in SF Salesforce to Client Name in QuickBooks:

In Explanation of the above mappings,:

• DataExtName is the name of the custom Custom field in QuickBooks.

• DataExtValue is the value of salesforce Salesforce field.

• ListDataExtType is the name of an entity in QuickBooks where the custom Custom field is added.

• ListObjRef/FullName or ListObjRef/ListID are the reference fields in QuickBooks. We can use either of the mappings.

OwnerId is defaulting defaulted to 0.