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• Go To www.mydbsync.com select Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to launch DBSync integration console.

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• In DBSync console click on Edit Link from Manage Toggle Button.

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• Click on Edit link for Salesforce Adapter. Enter Salesforce User Name and Password and click on Save Properties button. Click on Validate button to validate the Adapter.

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• Click on Edit Link for QuickBooks Adapter. Enter QuickBooks File Path in file text box and click on Save Properties.  Image Removed

• Double Click or Right Click > Open on the BiDirectionalSync Process to open it for editing.

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• If you are using SalesforceQuickBooksBiDirectional profile, you will find a list of states with control flow on process Builder Screen. Double click on OpportunityToInvoice State to open it for editing.

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• Right Click on Properties on Reader for Opportunity as highlighted below:

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• Replace the reader query in the properties window with Project page.

• Ensure that the Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksBiDirectional

• Click on Projects, select and open the relevant project. You will see the available processes. Select & open the relevant process. You will see list of available Workflows.

• Open workflow OpportunityToInvoice, replace the reader query in the Advanced Query Builder with the the following query and click on Save & Close button. Both the screenshots before and after entering the query is shown below.

• Code Block

  SELECT Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c, Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__Quickbooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id, Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity, Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet, Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry, Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName, Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name, PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM OpportunityLineItems) ,Opportunity.Account.AVSFQB__Quickbooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where Opportunity.AVSFQB__Generate_Object__c = 'Invoice'

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• Right Click on Properties on Map:SFToQB with Sequence No 1 and click on "Edit" link to open the mapping window.

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• In the Rules section, you will see list of 9 Rules. Open the map of the sequence no.1 Rule.

• Add the following mapping in the mapping window and click on Save & Close button.

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• By adding the above mapping we make sure that all customers are set to right currency and thus generating the invoice and other transactions in the same currency as Salesforce.

• Add the same mapping to following states workflows as well, If you are using these states workflows in Integration
  • OpportunityToSalesOrder
  • OpportunityToSalesReceipt
  • OpportunityToEstimate
  • OpportunityToCreditMemo
  • RecurringInvoices
  • RecurringEstimate
  • RecurringSalesOrder
  • RecurringSalesReceipt
  • RecurringCreditMemo

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