2022
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Data flow of unidirectional integration between Non Profit Salesforce & QuickBooks Desktop is shown in the below table. This integration enables inserting a new record in QuickBooks Desktop.
Salesforce |
| QuickBooks Desktop |
Accounts / Contacts | Customer / Contacts | |
Opportunity Name | Job Name | |
Opportunity & Product Name* * | Invoice & Line Item | |
Opportunity & Product Name | Sales Receipts & Line Item | |
DBSync Invoice | Payment on Invoice | |
Product Name | Items |
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- Go to www.mydbsync.com & register for Free Trial.
- Ensure that Source & Target Adapters are Salesforce & QuickBooks respectively.
- When you have access to DBSync Account, ensure that Non Profit Salesforce QuickBooks: Unidirectional template is included from the template library.
- Salesforce credentials and QuickBooks location should be saved in your DBSync profile and QuickBooks web connector should be configured. Please refer the below wiki link for detailed steps. http://help.mydbsync.com/docs/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector|../../../../../../../../../display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector||||||||\
| Panel |
|---|
Run Integration from QuickBooks Web Connector |
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