Multicurrency in Salesforce QuickBooks Integration

• 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 Login Button.

• Click on Launch in the Console area of MyHome Page to launch DBSync integration console.

• In DBSync console click on Edit Link from Manage Toggle Button.

• Click on Edit link for Salesforce Adapter. Enter Salesforce User Name and Password and click on Save Properties button. Click on Validate button to validate the Adapter.

• Click on Edit Link for QuickBooks Adapter. Enter QuickBooks File Path in file text box and click on Save Properties. 

• Double Click or Right Click ? Open on the BiDirectionalSync Process to open it for editing.

• If you are using SalesforceQuickBooksBiDirectional profile, you will find a list of states with control flow on process Builder Screen. Double click on OpportunityToInvoice State to open it for editing.

• Right Click ? Properties on Reader for Opportunity as highlighted below:

• Replace the reader query in the properties window with following query and click on Save button. Both the screenshots before and after entering the query is shown below.

  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'

• Right Click ? Properties on Map:SFToQB with sequence number 1 and click on Edit link to open the mapping screen.

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

• By adding the above mapping we make sure that all customers are set to right currency and thus generating the invoice and other transactions in the same currency as Salesforce.

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

• Now your DBSync is enabled to handle Multi Currency in Integration.