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  • Go To www.mydbsync.com select Customer Login. Enter your User Name and Password and click Login Buttonon Sign in. Click on Launch in the Console area of MyHome Page to launch DBSync integration console.

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  • In DBSync console click on Edit Link from Manage Toggle Button.

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  • If you are using SalesforceQuickBooksBiDirectional profile, you will find a list of states with control flow on process Builder Screen. Double click on OpportunityToInvoice State to open it for editing.

  • Right Click ? Click on Properties on Reader for Opportunity as highlighted below:

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  • Replace the reader query in the properties window with following query and click on Save button. Both the screenshots before and after entering the query is shown below.
    Code Block
    SELECT Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c,
    Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__Quickbooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id,
    Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity,
    Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet,
    Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry,
    Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName,
    Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name,
    PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM
    OpportunityLineItems) ,Opportunity.Account.AVSFQB__Quickbooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where
    Opportunity.AVSFQB__Generate_Object__c = 'Invoice'


  • Right Click ? Click on Properties on Map:SFToQB with Sequence No 1 and click on "Edit" link to open the mapping window.

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