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.
- Create Custom field in QuickBooks by clicking Edit-> Define fields under Additional info tab on the Customer layoutas shown below:
- 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:
Seq 1: Client Name in Salesforce to Client Name in QuickBooks: