Page History

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• Go To to www.mydbsync.comSelect . Click on Customer Login. Enter your User Name Username and Password and click Login Button.
• Click on Launch in the Console area of MyHome Page.
• In DBSync console click on Quick Start Link.

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• . Then, click on Sign in. Click on Launch to access Development Studio.
• Validate your connection settings for Salesforce . Enter Your Salesforce Username and Password and click on Validate button.

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• Go to QuickBooks configuration, enter you QuickBooks file path and click on Save Properties Button.

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• Go to workflow Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"

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• After making . In the Rules section, open the map for Sequence No.2. Then, replace the mapping of VALIDATE ROW from "true" to "false".
• After making the above changes, DBSync will not create jobs in your QuickBooks.
• The above procedure can be replicated for other mapping states mappings - like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.

Salesforce & Quickbooks Online Template

Disabling jobs in Quickbooks Online template requires one to access the dbsync console as it cannot be disabled via Quickstart window. The following section provides you step-by-step instruction on the same.

• Login to your dbsync console as shown in the above Quickbooks desktop section.
• Click on Manage--> edit link as shown below.

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• Once you are into the Process Builder page, open the SFQB_Opportunity2Invoice PDL either by double-clicking on the the PDL or by doing right-click and selecting Open as illustrated in the below screenshot.

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• Once you have opened the SFQB_Opportunity2Invoice PDL, click on the Opportunity2Invoice box as shown either by double-clicking on it or by doing a right-click and selecting Open from the menu. Image Removed

• Once you have opened the Opportunity2Invoice workflow, right-click on the mapping Sequence No 2 and select Properties from the menu as shown.

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• Scroll to the bottom of the page and click on the edit link to open the mapping in a new tab or a new window as shown.

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• Make the following changes to the Validate Row as "false" as shown.

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• Now, open mapping Sequence No 3 page the same way you opened Sequence No 2 and Open mapping for sequence/rule no. 6 and make the following changes to the source and target mappings.
• Find the target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41) 
• Open Mapping for sequence/rule no. 8 and make the following changes to the source and target mappings.
• Find the target field "InvoiceModRq/InvoiceMod/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41)
  
  

• Go to www.mydbsync.com. Click on Customer Login. Enter your Username and Password.  Click on Sign in. Click on Launch to access the Development Studio.
• Validate your connection settings for Salesforce and QuickBooks Online.
• Go to process SFQB_OpportunityToInvoice. Open the workflow OpportunityToInvoice. Then, open the map for Sequence No.2 and replace the mapping of VALIDATE ROW from "true" to "false".
• Open mapping for Sequence No 4 and make the following changes to Source and Target Mappings.
• Find the target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy -pasting and paste the following.:
  
  

IF(ISEMPTY((String)SESSION_GET("CreateJobFlag")),LEFT(VALUE("Account/Name"),41),
LEFT(VALUE("Account/Name"),41)+":"+ LEFT(VALUE("Name"),41))

* The following screenshot illustrates the same.

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• This completes disabling of Jobs for your Salesforce & Quickbooks and QuickBooks Online solution template.