DBSync Mapping for Salesforce and QuickBooks integration consists of multiple states with specific function assigned to each of its states. This section explains the functions of each state and its pre-requisites for the process template SalesforceQuickBooks:BiDirectional_v2. Detailed information on DBSync platform and mapping terminology is available in section 3 - Platform

Start State

Start State is the first state and it does not have any actions.

Initial State

Functionality:

It creates custom fields “OpportunityId” , “SFLINEID” in QuickBooks Customer & Items respectively. It also creates Chart of Account “Other Income” in QuickBooks.

Pre-requisites:

At least one record should be present in Salesforce Accounts object.

Account To Customer

Functionality:

It creates Customers in QuickBooks from Salesforce Accounts.

Pre-requisites:

QuickBooks Id=“Null”

Product To Item Service

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Service”

Product To Item Inventory

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Inventory”

Product To Item Non- Inventory

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Non Inventory”

Product To Item Other Charge

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Other Charge”

Product To Item Discount

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Discount”

Opportunity To Invoice

Functionality:

It creates Customer, Items, Invoice & Invoice Line Items in QuickBooks from Salesforce Opportunity

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Invoice”

Invoice Line Update

Functionality:

It updates the QuickBooks Line Id of QuickBooks Invoice Line Items in QuickBooks Id field of Salesforce Opportunity Product

Pre-requisites:

End of Opportunity To Invoice State initiates Invoice Line Update State

Opportunity To Estimate

Functionality:

It creates Customer, Items, Estimate & Estimate Line Items in QuickBooks from Salesforce Opportunity

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Estimate”
  

Estimate Line Update

Functionality:

It updates the QuickBooks Line Id of QuickBooks Estimate Line Items in QuickBooks Id field of Salesforce Opportunity Product

Pre-requisites:

End of Opportunity To Estimate State initiates Estimate Line Update State

Opportunity To Sales Order

Functionality:

It creates Customer, Items, Sales Order & Sales Order Line Items in QuickBooks

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Sales Order”
  

Sales Order Line Update

Functionality:

It updates the QuickBooks Line Id of QuickBooks Sales Order Line Items in QuickBooks Id field of Salesforce Opportunity Product

Pre-requisites:

End of Opportunity To Sales Order State initiates Sales Order Line Update State

Opportunity To Sales Receipt

Functionality:

It creates Customer, Items, Sales Receipt & Sales Receipt Line Items in QuickBooks

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Sales Receipt”

Customer To Account

Functionality:

It creates Account in Salesforce from QuickBooks Customer

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Item Service To Product

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Service

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Item Inventory To Product

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Inventory

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Item Non-Inventory  To Product

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Non-Inventory

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Item Other Charge To Product

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Other Charge

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Item Discount To Product

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Discount.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Invoice To Opportunity

Functionality:

It updates / creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Invoice & Invoice Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Invoice To Receivables

Functionality:

It updates / creates Invoice Information and Invoice Details in Salesforce custom object Receivables

Pre-requisites:

Sync to Opp = “true”

Estimate To Opportunity

Functionality:

It updates / creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Estimate & Estimate Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Estimate To Receivables

Functionality:

It updates / creates Estimate Information and Estimate Details in Salesforce custom object Receivables

Pre-requisites:

Sync to Opp = “true”

Sales Order To Opportunity

Functionality:

It updates / creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Sales Order To Receivables

Functionality:

It updates / creates Sales Order Information and Sales Order Details in Salesforce custom object Receivables

Pre-requisites:

Sync to Opp = “true”

Sales Receipt To Opportunity

Functionality:

It creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

It updates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

End State

Start State is the last state and it does not have any actions.