Multicurrency in Salesforce QuickBooks Integration

• 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 MultiCurrency.

...

• 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.

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

...

• 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 Opportunity.Id,Opportunity.AVSFQB_Primary_Contactr.FirstName,Opportunity.AVSFQBPrimary_Contactr.LastName, Opportunity.AVSFQBPrimary_Contactr.Email,Opportunity.AVSFQBQuickbooks_Idc,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.AVSFQBQuickBooks_ItemTypec FROM OpportunityLineItems) ,Opportunity.Account.AVSFQBQuickbooks_Idc,Opportunity.AVSFQBGenerate_Objectc FROM Opportunity where Opportunity.AVSFQBGenerate_Object_c = 'Invoice'

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

...

• By adding the above mapping we make sure that all customers are set to right currency and thus generating the invoice and other transactions in the same currency as Salesforce.

...