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

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

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  • Login 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 Salesforce to Client Name in QuickBooks:

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