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Issue: Salesforce custom Custom field to QuickBooks custom Custom field.

Root Cause: Requirement on mapping Quickbooks desktop custom Custom field on Customer entity.

Solution:

Let’s go through a used use case where in we have to sync a Salesforce standardStandard/custom Custom field to QuickBooks Custom field on either customerCustomer/vendor Vendor entity.

We have a field “Client Name” created in Salesforce which . The field has to be synced to a custom Custom field “CLIENT NAME” in QuickBooks desktop under Customer.

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• Create custom Custom field in QuickBooks Just by clicking Edit-> Define fields under Additional info tab on the Customer layoutas shown below:Image Removed

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• Login in to into mydbsync.com using your DBSync credentials.                         

• Create a rule under the desired workflow

, select

• . Select the target as DataExt and perform Mapping and Writer as Follows


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• :

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• Mapping

Seq 1: Client Name in

...

Salesforce to Client Name in

...

QuickBooks:

In Explanation of the above mappings,:

• DataExtName is the name of the custom Custom field in QuickBooks.

• DataExtValue is the value of salesforce the Salesforce field.

• ListDataExtType is the name of an entity in QuickBooks where the custom Custom field is added.

• ListObjRef/FullName or ListObjRef/ListID are the reference fields in QuickBooks. We can use either of the mappingmappings.

OwnerId is default has defaulted to 0.