2022

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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 JobImage Modified