Salesforce to QuickBooks Desktop Custom Field Integration on Customer/Vendor

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:

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.

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