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Issue: Salesforce Custom field to QuickBooks Custom field.

Root Cause: Requirement on mapping Quickbooks desktop Custom field on Customer entity.

Solution:

Let’s go through a use case where we have to sync a Salesforce Standard/Custom field to QuickBooks Custom field on either Customer/Vendor entity.

We have a field “Client Name” created in Salesforce. The field has to be synced to a Custom field “CLIENT NAME” in QuickBooks desktop under Customer.


  • Create Custom field in QuickBooks by clicking Edit-> Define fields under Additional info tab on the Customer layout as shown below:


  • Login into mydbsync.com using your DBSync credentials.                         
  • Create a rule under the desired workflow. Select the target as DataExt and perform Mapping and Writer as Follows:


               


  • Mapping


Seq 1: Client Name in Salesforce to Client Name in QuickBooks:


DataExtModRq/DataExtMod/DataExtName

=

"Client Name"

DataExtModRq/DataExtMod/DataExtValue

=

VALUE("Client_Name__c")

DataExtModRq/DataExtMod/ListDataExtType

=

"Customer"

DataExtModRq/DataExtMod/ListObjRef/FullName

=

VALUE("Name")

OR



DataExtModRq/DataExtMod/ListObjRef/ListID

=

VALUE("newid")

DataExtModRq/DataExtMod/OwnerID

=

"0"

VALIDATEROW

=

"true"


Explanation of the above mappings:

  • DataExtName is the name of the Custom field in QuickBooks.

  • DataExtValue is the value of the Salesforce field.

  • ListDataExtType is the name of an entity in QuickBooks where the Custom field is added.

  • ListObjRef/FullName or ListObjRef/ListID are the reference fields in QuickBooks. We can use either of the mappings.

OwnerId has defaulted to 0.

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