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Standard Integration from DBSync for Salesforce & QuickBooks Online is an easy to use application to integrate . It integrates Salesforce Accounts/Contacts, Products, Opportunity with QuickBooks Customers, Items & Invoice. DBSync provides sync with pre-built field-to-field map mapping along with flexibility for more complex and dynamic mapping capability. DBSync also has an 's automatic online update , enabling DBSync enables its customers to enjoy all the product updates and features that come with every new release.

Integration data flow between Salesforce & QuickBooks Online is shown in the table below table.

Process Map of Standard integration between Salesforce & QuickBooks Online is shown in the image below image.

• Integration of Salesforce to QB QuickBooks Invoice is invoked provided if the Generate field in Salesforce Opportunity is selected as Invoice.

• It is mandatory that SF Opportunity (to be integrated with QB QuickBooks Invoice) is associated with the respective SF Account & . It should also should have Products with Standard Price Book attached to it for DBSync to invoke integration.

• Salesforce Products should also have QuickBooks Item Type.

• Go to www.mydbsync.com & and register for a Free Trial. Ensure that Source & Target Adapters are Salesforce & and QuickBooks Online respectively. Choose the standard package during registration.

DBSync Integration of Salesforce & QuickBooks Online can be initiated by the following three methods.

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using Salesforce custom buttons. For details see below:

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1. Salesforce custom buttons

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1. in Salesforce Accounts, Contacts and Opportunity can be used to update these specific records into QuickBooks as and when required. To set integration to Auto run

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1. , use one of the

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1. following methods

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1. . 
2. Salesforce Custom Button Update Account to

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1. QuickBooksOE in Accounts Object

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1. .

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1. Salesforce Custom Button Update Contact to

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1. QuickBooksOE in Contacts Object

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1. .

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1. Salesforce Custom Button Update Opportunity to

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1. QuickBooksOE and Update Invoice from

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1. QuickBooksOE in Opportunities Object

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1. .

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• Scheduler available in DBSync Account can be used to schedule the integration.

• Login to DBSync account, click on Launch to go to DBSync profile page and click on Scheduler on the top right corner. 

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• Select the integration profile and required process to auto run. Edit the Cron Settings to set the frequency of Auto run and Save Cron Job.  

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