2022
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Consists of a base unit and any number
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Rate :The rate or amount of the LineItem should be precise based on the UNIT used and the quantity used. The calculation of thisneeds to happen on the Salesforce side at the Opportunity Line Item level based on the PRODUCT selected and UNIT used before DBSync can parse / push this data into QuickBooks without the transaction erring out.
Quantity: Quantity values should change either as 1 Ft, 1Sheet etc as shown above based on the UNIT selected for a given PRODUCT on the OpportunityLineItem. Care should be taken to make sure we are always sending in the correct Quantity along with the right UNIT.
UnitOfMeasure:MaxLength - 31
This is the qbxml name for selecting a UOM for a given transaction line item. For a given UNIT, there are several RELATED UNITS based on which the Quantity and Rate changes as shown in the above screenshots. For a given ITEM LINE, if the right BASE UNIT name, corresponding QUANTITY and RATE should be provided at all times for a successful integration of an Invoice transaction. A corresponding field on the OpportunityProducts object can either be a Picklistor Text field and data needs to be populated at all times.
Screen Shot for DBSync Mapping for UnitOfMeasure:
Field Mappings for Invoice integration with Sales Tax
This section illustrates the field mappings required for QuickBooksInvoice integration based on SalesTaxCode configuration in QuickBooks.
The below screenshot shows a typical Invoice transaction in QuickBookswith SalesTaxCode and Customer Tax Code information. In order to ensure a seamless integration of a transaction with SalesTaxCode DBSync will require the following information from Salesforce to integrating the same into QuickBooks.
Salesforce | R | QuickBooks | R | Comments |
ItemTaxCode | Y | ItemSalesTaxRef | Y | This field should be on the Opportunity object and the NAME should match with the QuickBooksSalesTaxCode list at all times |
Customer Tax Code | N | CustomerSalesTaxCodeRef | N | This field should be on the Opportunity object and the NAME should match with the QuickBooksCustomerTaxCode list at all times |
SalesTaxCode | Y | SalesTaxCodeRef | Y | This field should be on the Opportunity Products object and again should match with QuickBooks available list. |
TaxAmount | N | TaxAmount | N | Should be on the Opportunity Products Object |
CheckBox | N | IsTaxable | N | Should be on the LineItem level. |
ItemSalesTaxRef:MaxLength = 31
The ItemSalesTaxRef (marked as no.1 in the screenshot) field is the one which calculates the tax based on whether aLineItem is taxable or not (Identified as no. 3 in screenshot). The ItemSalesTax is setup on each Item in quickbooks at the time of configuration. A corresponding field in Salesforce should always be on the Opportunity object as it is on the Invoice header on QuickBooks. Secondly the SFDC field name should always match with the ItemSalesTax code list available in QuickBooks and preferable data-type in Salesforce is Text Field or Picklist.
Screen Shot for DBSync Mapping for ItemSalesTaxRef:
CustomerSalesTaxCodeRef:MaxLength = 3
The customer Tax Code in QuickBooks holds the values Taxable Sales &Non-Taxable Sales. It could also hold custom values based on how QuickBooksCustomerTaxCode is configured. The corresponding field in SFDC needs to be again at the Opportunity level and preferably has to be Text field with the data values matching with the QuickBooksCustomerSalesTaxCodeRef list.
Screen Shot for DBSync Mapping for CustomerSalesTaxCodeRef:
SalesTaxCodeRef: MaxLength = 3
SalesTaxCode by default have Tax andNonas default values which translate into Taxable &Non Taxables into QuickBooks. QuickBooks can also hold custom values but can exceed only till 3 characters in length. The corresponding SFDC field preferable needs to be a Text field and hold same vales as that of QuickBooks "SalesTaxCodeRef" list Screen Shot for DBSync Mapping for SalesTaxCodeRef: