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• Go to www.mydbsync.com and select Customer Login. Enter your Username and Password and click on Sign in. Click on Launch, to launch the DBSync Project page.

• Ensure that Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksBiDirectional.

• Click on Projects then, select and open the relevant Project. You will see the available processes. Select and open the relevant Process. You will see a list of available Workflows.

• Open workflow OpportunityToInvoice. Replace the reader query in the Advanced Query Builder with the the following query and then, click on the Save & Close button.

  Code Block

  SELECT Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c, Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__QuickBooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id, Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity, Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet, Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry, Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName, Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name, PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM OpportunityLineItems) ,Opportunity.Account.AVSFQB__QuickBooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where Opportunity.AVSFQB__Generate_Object__c = 'Invoice'

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• Add the following mapping in the mapping window and click on the Save & Close button.

• Add the same mapping to following workflows as well if, you are using these workflows in Integration:
  • OpportunityToSalesOrder
  • OpportunityToSalesReceipt
  • OpportunityToEstimate
  • OpportunityToCreditMemo
    
  • RecurringInvoices
  • RecurringEstimate
  • RecurringSalesOrder
  • RecurringSalesReceipt
  RecurringCreditMemo
  
  • 
    

• If QuickBooks is enabled with Multi-Currency then, the following changes need to be made to the mappings in DBSync.
• Go to www.mydbsync.com and select Customer Login. Enter your Username and Password and click on Sign in. Click on Launch to launch the DBSync Project page.
• Ensure that the Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksBiDirectional.
• Click on Projects, select and open the relevant Project. You will see the available processes. Select and open the relevant Process. You will see a list of available Workflows.
• Open workflow CustomerToAccount. In Rules Section, Open the Mapping for "Sequence No 1"
• Open workflow InvoiceToOpportunity. In the Rules section, open the mapping for "Sequence No 2".
• Add the mapping where target field = "CurrencyIsoCode" and add the following code under source field:
  
  

IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"),
"USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"),
"GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"),
"EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))

• Similarly, open the mapping for "Sequence No 5" in the new window/tab.

• Add the mapping where target field = "CurrencyIsoCode". Then, add the following code under source field:

  Code Block
  IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"), "USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"), "GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"), "EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))

• Double-click on the process flow, "BiDirectionalSync". Then, open the "InvoiceToInvoice" state. Open the mapping "Sequence No 1" and add the same mapping as shown in the example above.

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