DBSync Cloud Workflow (iPaaS)

2022

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Salesforce & Quickbooks BiDirectional Template

  • Go To www.mydbsync.com
  • Select Customer Login. Enter your User Name and Password and click Login Button.
  • Click on Launch in the Console area of MyHome Page.
  • In DBSync console click on Quick Start Link.




  • Validate your connection settings for Salesforce. Enter Your Salesforce Username and Password and click on Validate button.



  • Go to QuickBooks configuration, enter you QuickBooks file path and click on Save Properties Button.




  • Go to Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"


  • After making above changes, DBSync will not create jobs in your QuickBooks.
  • The above procedure can be replicated for other mapping states like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.

Salesforce & Quickbooks Online BiDirectional Template

Disabling jobs in Quickbooks Online template requires one to access the dbsync console as it cannot be disabled via Quickstart window. The following section provides you step-by-step instruction on the same.

  • Login to your dbsync console as shown in the above Quickbooks desktop section.
  • Click on Manage--> edit link as shown below.
  •  Once you are into the Process Builder page, open the SFQB_Opportunity2Invoice PDL either by double-clicking on the the PDL or by doing right-click and selecting Open as illustrated in the below screenshot.
  • Once you have opened the SFQB_Opportunity2Invoice PDL, click on the Opportunity2Invoice box as shown either by double-clicking on it or by doing a right-click and selecting Open from the menu.
  • Once you have opened the Opportunity2Invoice workflow, right-click on the mapping Sequence No 2 and select Properties from the menu as shown.
  • Scroll to the bottom of the page and click on the edit link to open the mapping in a new tab or a new window as shown.

  • Make the following changes to the Validate Row as "false" as shown.
  • Now, open mapping Sequence No 3 page the same way you opened Sequence No 2 and make the following changes to Source and Target Mappings.
  • Find target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy-pasting the following.
IF(ISEMPTY((String)SESSION_GET("CreateJobFlag")),LEFT(VALUE("Account/Name"),41),
LEFT(VALUE("Account/Name"),41)+":"+ LEFT(VALUE("Name"),41))

* The following screenshot illustrates the same.

  • This completes disabling of Jobs for your Salesforce & Quickbooks Online solution template.
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