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Salesforce & QuickBooks BiDirectional Template

  • Go to www.mydbsync.com. Click on Customer Login. Enter your Username and Password. Then, click on Sign in. Click on Launch to access Development Studio.
  • Validate your connection settings for Salesforce and QuickBooks.
  • Go to workflow Opportunity to invoice. In the Rules section, open the map for Sequence No.2. Then, replace the mapping of VALIDATE ROW from "true" to "false".
  • After making the above changes, DBSync will not create jobs in your QuickBooks.
  • The above procedure can be replicated for other mappings - like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.
  • Open mapping for sequence/rule no. 6 and make the following changes to the source and target mappings.
  • Find the target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41) 
  • Open Mapping for sequence/rule no. 8 and make the following changes to the source and target mappings.
  • Find the target field "InvoiceModRq/InvoiceMod/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41)

Salesforce & QuickBooks Online Template

  • Go to www.mydbsync.com. Click on Customer Login. Enter your Username and Password.  Click on Sign in. Click on Launch to access the Development Studio.
  • Validate your connection settings for Salesforce and QuickBooks Online.
  • Go to process SFQB_OpportunityToInvoice. Open the workflow OpportunityToInvoice. Then, open the map for Sequence No.2 and replace the mapping of VALIDATE ROW from "true" to "false".
  • Open mapping for Sequence No 4 and make the following changes to Source and Target Mappings.
  • Find the target field "CustomerRef" and replace the source code by copy and paste the following:

IF(ISEMPTY((String)SESSION_GET("CreateJobFlag")),LEFT(VALUE("Account/Name"),41),
LEFT(VALUE("Account/Name"),41)+":"+ LEFT(VALUE("Name"),41))
  • This completes disabling Jobs for your Salesforce and QuickBooks Online solution template.
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