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Overview
Data Flow
Process Map
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Process Map of integration between Non Profit Salesforce & QuickBooks Desktop is shown in the below image.
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Pre-requisites for Integration: |
- Integration of Salesforce to QB transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.
- It is mandatory that SF Opportunity (to be integrated with QB Invoice) is associated with the respective SF Account & also should have Product Name in it for DBSync to invoke integration.
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Run Integration from QuickBooks Web Connector |
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