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Integration data flow between Salesforce & QuickBooks Online is shown in the below table.
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Process Map of Standard integration between Salesforce & QuickBooks Online is shown in the below image.
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Pre-requisites for Integration:
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- Salesforce Custom Button Update Account to QBOE in Accounts Object is shown below. Image Modified
- Salesforce Custom Button Update Contact to QBOE in Contacts Object is shown below. Image Modified
- Salesforce Custom Button Update Opportunity to QBOE and Update Invoice from QBOE in Opportunities Object is shown below. Image Modified
Using DBSync Scheduler:
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- Login to DBSync account, click on Launch to go to DBSync profile page and click on Scheduler on the top right corner. Image Modified
- 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. Image Modified