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

• Using Salesforce custom buttons:

Using

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Using Salesforce custom buttons:

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• Salesforce Custom Button Update Opportunity to QBOE and Update Invoice from QBOE in Opportunities Object is shown below.  

Using DBSync Scheduler:

• 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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