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Overview: Data Flow: Process Map: Pre-requisites for Integration: DBSync Profile Setup Running the Integration:| Panel |
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Overview: |
Standard Integration from DBSync for Salesforce & QuickBooks Online is an easy to use application. It integrates Salesforce Accounts/Contacts, Products, Opportunity with QuickBooks Customers, Items & Invoice. DBSync provides sync with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.
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Data Flow: |
Integration data flow between Salesforce & QuickBooks Online is shown in the table below.
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Process Map: |
Process Map of Standard integration between Salesforce & QuickBooks Online is shown in the image below.
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Pre-requisites for Integration: |
- Integration of Salesforce to QuickBooks Invoice is invoked if the Generate field in Salesforce Opportunity is selected as Invoice.
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- Salesforce Products should also have QuickBooks Item Type.
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DBSync Profile Setup |
- 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.
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Running the Integration: |
DBSync Integration of Salesforce & QuickBooks Online can be initiated by using Salesforce custom buttons. For details see below:
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