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DBSync for ServiceMax Salesforce & QuickBooks is an easy to use application to integrate ServiceMax Salesforce Accounts, Contacts, Work Orders & Work Details with Customers, Jobs, Invoice & Line Items of QuickBooks Desktop.
DBSync provides pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.
This user guide explains basics of integration like

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• Once the DBSync Package ServiceMax Accounting Integration is installed the below fields should be included in Page Layout as explained below.

Accounting Id:
Accounting Id is the unique Id for a record in QuickBooks. After successful integration, Accounting Id is updated in Salesforce for every record that has been synced.
Generate:
Generate field is a picklist field to flag Work Order either Invoice or None. By default the value of Generate field will be blank. It is necessary that Generate field is selected Invoice for successful generation of Invoice in QuickBooks during DBSync Integration.
Invoice Date:
Invoice Date is a formula field to display the date on which the Work Order is flagged as Invoice to Sync as QuickBooks Invoice.
Sync Error:
Sync Error is an error from QuickBooks which gets updated in Salesforce for every record that has failed to sync. Sync Error briefly describes the reason for failure of sync.

• Go to setup > Customize > Account > 'Page Layout' > Edit the Page Layout. Under the Page Layout drag the fields "Accounting Id", "Sync Error" to add it under the section "System Information" in Page Layout and save.

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