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Integration from Salesforce to

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QuickBooks

• If multicurrency is enabled in Salesforce and QuickBooks then we need to make some changes in DBSync settings and mappings to achieve seamless integration with MultiCurrency.

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

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Integration from

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QuickBooks to Salesforce

• If Quickbooks QuickBooks is enabled with Multi-Currency, then the following changes needs to me be made to the mappings in DBSync.
• Navigate to the Process builder page by double-clicking on the process flow, "BiDirectionalSync".
• Open the "InvoiceToOpportunity" state by double-clicking on it.

• Open 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 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 InvoiceToOpportunity, in Rules section open the mapping for "Sequence No 2" in the new window / tab as illustrated in the above section.

• Add the mapping where target field = "CurrencyIsoCode" and add the following code under source field.

• Code Block
  IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"), "USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"), "GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"), "EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))

• Similarly open the mapping for "Sequence No 5" in the new window / tab.

• Add the mapping where target field = "CurrencyIsoCode" and add the following code under source field.

• Code Block
  IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"), "USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"), "GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"), "EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))

• A screenshot below illustrates the above mapping. Image Removed
• Double-click on the process flow, "BiDirectionalSync" and open the "InvoiceToInvoice" state. Open the mapping "Sequence No 1" and add the same mapping as shown in the above example

• This completes the all product-hierarchy customizations for your DBSync profilemulticurrency customizations.