Salesforce QuickBooks Online - Standard Integration

Overview:
Data Flow:
Process Map:
Pre-requisites for Integration:
DBSync Profile Setup
Running the Integration:

Standard Integration from DBSync for Salesforce & QuickBooks Online is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Customers, Items & Invoice. DBSync provides sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.

Integration data flow between Salesforce & QuickBooks Online is shown in the below table.

Process Map of Standard integration between Salesforce & QuickBooks Online is shown in the below image.

• Integration of Salesforce to QuickBooks Invoice is invoked provided the Generate field in Salesforce Opportunity is selected as Invoice.

• It is mandatory that SF Opportunity (to be integrated with QuickBooks Invoice) is associated with the respective SF Account & also should have Products with Standard Price Book attached to it for DBSync to invoke integration.

• Salesforce Products should also have QuickBooks Item Type.

• Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & QuickBooks Online respectively. Choose the standard package during registration.

DBSync Integration of Salesforce & QuickBooks Online can be initiated by using Salesforce custom buttons and the details are mentioned below:

1. Salesforce custom buttons in Salesforce Accounts, Contacts and Opportunity can be used to update these specific records into QuickBooks as and when required. To set Auto run of integration, one of the next methods should be used. 
2. Salesforce Custom Button Update Account to QuickBooksOE in Accounts Object.
3. Salesforce Custom Button Update Contact to QuickBooksOE in Contacts Object.
4. Salesforce Custom Button Update Opportunity to QuickBooksOE and Update Invoice from QuickBooksOE in Opportunities Object.