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• If multicurrency is enabled in Salesforce and QuickBooks then, we need to make some changes in DBSync settings and mappings to achieve seamless integration with multicurrencyMultiCurrency.
• Go To to www.mydbsync.com and select Customer Login. Enter your User Name Username and Password and click Login Buttonon Sign in. Click on Launch in the Console area of MyHome Page , to launch the DBSync integration console.

• In DBSync console click on Edit Link from Manage Toggle Button.

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• Click on Edit link for Salesforce Adapter. Enter Salesforce User Name and Password and click on Save Properties button. Click on Validate button to validate the Adapter.

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• Click on Edit Link for QuickBooks Adapter. Enter QuickBooks File Path in file text box and click on Save Properties. Image Removed

• Double Click or Right Click\Open on the BiDirectionalSync Process to open it for editing.

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• If you are using SalesforceQuickBooksBiDirectional profile, you will find a list of states with control flow on process Builder Screen. Double click on OpportunityToInvoice State to open it for editing.

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• Right Click ? Properties on Reader for Opportunity as highlighted below:

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• Replace the reader query in the properties window with following query and click on Save button. Both the screenshots before and after entering the query is shown below. SELECT 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 following query and then, click on the Save & Close button.

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

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__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

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__QuickBooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where
Opportunity.AVSFQB__Generate_Object__c = 'Invoice'

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• Right Click ? Properties on Map:SFToQB with sequence number 1 and click on Edit link to open the mapping screen.

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• In the Rules section, you will see a list of 9 Rules. Open the map of the sequence no.1 Rule.
• Add the following mapping in the mapping window and click on the Save & Close button.

CustomerAddRq/CustomerAdd/CurrencyRef/FullName

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 =

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 IF(VALUE("Account/CurrencyIsoCode").equals("USD"),"US Dollar",IF(VALUE("Account/CurrencyIsoCode").equals("GBP"),"British Pound Sterling",IF(VALUE("Account/CurrencyIsoCode").equals("EUR"),"Euro",IF(VALUE("Account/CurrencyIsoCode").equals("CAD"),"Canadian Dollar",""))))

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Add the same mapping to following

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workflows as well if,

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you are using these

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workflows in Integration:

• OpportunityToSalesOrder
• OpportunityToSalesReceipt
• OpportunityToEstimate
• OpportunityToCreditMemo
  
• RecurringInvoices
• RecurringEstimate
• RecurringSalesOrder
• RecurringSalesReceipt
• RecurringCreditMemo

• Now your DBSync is enabled to handle Multi Currency in Integration.

• 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 1 and 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:

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.
• This completes the Multicurrency customizations.