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Overview: Data Flow: Process Map: Pre-requisites for Integration: DBSync Profile Setup Running the Integration: Panel |
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| Overview: |
Standard Integration from DBSync for Salesforce & QuickBooks Online is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Customers, Items & Invoice. DBSync provides sync with 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.
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| Data Flow: |
Integration data flow between Salesforce & QuickBooks Online is shown in the below table.
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| Process Map: |
Process Map of Standard integration between Salesforce & QuickBooks Online is shown in the below image.
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| Pre-requisites for Integration: |
- Integration of Salesforce to QB Invoice is invoked provided the Generate field in Salesforce Opportunity is selected as Invoice.
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- Salesforce Products should also have QuickBooks Item Type.
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| DBSync Profile Setup |
- Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & QuickBooks Online respectively. Choose the standard package during registration.
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Running the Integration: |
DBSync Integration of Salesforce & QuickBooks Online can be initiated by using Salesforce custom buttons and the details are mentioned below:
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