2022

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Let’s go through a used case where in wherein we have to sync a Salesforce standard/custom field to QuickBooks Custom field on either customer/vendor entity.

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

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  • Create 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 the target as DataExt and perform Mapping and Writer as Follows

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  • Mapping


Seq 1: Client Name in SF to Client Name in QB

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  • DataExtName is the name of the custom field in QuickBooks

  • DataExtValue is the value of salesforce field

  • ListDataExtType the name of an entity in QuickBooks where the 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 defaulting to 0