2022

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  • Go to Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"


  • In the same window scroll down and click on Edit Map for "Create Invoice from opportunity in QuickBooks" mapping. A New window will open.

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  • In the Maps Section, scroll down and click on edit link for "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" Map. The mapping function will appear at the Bottom of the window.

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  • Delete the Selected Text ( +":"+ LEFT(Value("Name"),41) ) in previous window and click on save Button.

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  • Click on Close button on the top right corner to go to previous window.

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  • After making above changes, DBSync will not create jobs in your QuickBooks; all Salesforce opportunities will be mapped as customers in QuickBooks.

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