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Account Hierarchy in Quickbooks Online and Salesforce

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Created by Anitha Ramesh on Aug 12, 2020

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Account Hierarchy in Quickbooks Online and Salesforce

If customers in Quickbooks Online and Salesforce Account objects have hierarchy structures enabled then the following changes in the mappings must be made in order to set the hierarchy.
Let's say Parent1 & Child1 are the Customer & Job in QuickBooks Online respectively.

Login to DBSync accounts with user credentials to make changes or create hierarchy mappings. Once the user has logged into his/her DBSync account, then click on the Development Studio to go to the DBSync Project page.
Open the 'CustomerToAccount' workflow and make the following changes in the mappings for the customer rule.

Mapping : TLOOKUP("Select Id from Account where Name='"LSPLIT(VALUE("FullyQualifiedName"), ":")"'")

Once the user is done with all the above-mentioned changes,data will be integrated into Salesforce with their respective hierarchies in place as shown below:

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