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Integration from Salesforce to QuickBooks

If multicurrency is enabled in Salesforce and QuickBooks then we need to make some changes in DBSync settings and mappings to achieve seamless integration with MultiCurrency.

Go To www.mydbsync.com select Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to launch DBSync Project page.

Ensure that the Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksBiDirectional

Click on Projects, select and open the relevant project. You will see the available processes. Select & open the relevant process. You will see list of available Workflows.

Open workflow OpportunityToInvoice, replace the reader query in the Advanced Query Builder with the the following query and click on Save & Close button.

SELECT Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c,
Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__QuickBooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id,
Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity,
Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet,
Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry,
Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName,
Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name,
PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM
OpportunityLineItems) ,Opportunity.Account.AVSFQB__QuickBooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where
Opportunity.AVSFQB__Generate_Object__c = 'Invoice'

In the Rules section, you will see list of 9 Rules. Open the map of the sequence no.1 Rule.

Add the following mapping in the mapping window and click on Save & Close button.

CustomerAddRq/CustomerAdd/CurrencyRef/FullName

=

IF(VALUE("Account/CurrencyIsoCode").equals("USD"),"US Dollar",IF(VALUE("Account/CurrencyIsoCode").equals("GBP"),"British Pound Sterling",IF(VALUE("Account/CurrencyIsoCode").equals("EUR"),"Euro",IF(VALUE("Account/CurrencyIsoCode").equals("CAD"),"Canadian Dollar",""))))

Add the same mapping to following workflows as well, If you are using these workflows in Integration
- OpportunityToSalesOrder
- OpportunityToSalesReceipt
- OpportunityToEstimate
- OpportunityToCreditMemo
- RecurringInvoices
- RecurringEstimate
- RecurringSalesOrder
- RecurringSalesReceipt
- RecurringCreditMemo

Integration from QuickBooks to Salesforce

If QuickBooks is enabled with Multi-Currency, then the following changes needs to be made to the mappings in DBSync.

Go To www.mydbsync.com select Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to launch DBSync Project page.

Ensure that the Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksBiDirectional

Click on Projects, select and open the relevant project. You will see the available processes. Select & open the relevant process. You will see list of available Workflows.

Open workflow InvoiceToOpportunity, in Rules section open the mapping for "Sequence No 2".

Add the mapping where target field = "CurrencyIsoCode" and add the following code under source field.

IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"),
"USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"),
"GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"),
"EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))

Similarly open the mapping for "Sequence No 5" in the new window / tab.

Add the mapping where target field = "CurrencyIsoCode" and add the following code under source field.

IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"),
"USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"),
"GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"),
"EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))

Double-click on the process flow, "BiDirectionalSync" and open the "InvoiceToInvoice" state. Open the mapping "Sequence No 1" and add the same mapping as shown in the above example

This completes the multicurrency customizations.