Overview 
Data Flow
Process Map
Pre-requisites for Integration 
Run Integration from QuickBooks Web Connector

Overview:

Standard Integration from DBSync for Salesforce & QuickBooks Desktop is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Customers, Items, Sales Order & 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.

Data Flow:

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

Process Map:

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

Pre-requisites for Integration:

• Integration of Salesforce to QB Sales Order is invoked provided the Generate field in Salesforce Opportunity is selected as Sales Order.

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

• It is mandatory that SF Opportunity (to be integrated with QB 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.

Run Integration from QuickBooks Web Connector

• Before running the integration, the below mentioned points should be considered carefully for Integration of Standard DBSync Salesforce QuickBooks Bi-directional.

• Integration of Salesforce to QuickBooks transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.

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

• The Primary Contact updated in Salesforce Opportunity will sync with QuickBooks Contacts.

• QuickBooks to Salesforce Integration works on time stamp. Payment applied on QuickBooks Invoice will be synced with DBSync custom object Invoice which will be related to the corresponding Salesforce Opportunity.

• Once you setup Integration go to your QuickBooks Web Connector by Start > Programs > QuickBooks > Web Connector and click on the password textbox for profile dbsync2-SalesforceQuickBooksBiDirectional as highlighted below:

• Enter your DBSync password in the in the text box and hit Enter on your keyboard. One Message Box will be displayed asking you "Do you want to save this password" select Yes button. DBSync Password will be saved in the web connector.

• Check the DBSync2-SalesforceQuickBooksBiDirectional check box and click on Update Selected button and sync will start and complete automatically. Auto-Run can also be used in Web Connector to run integration in regular intervals. For example, if you select 60 minutes, every 60 minutes integration will run by itself, provided Web Connector is open.