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Data flow of unidirectional integration between Non Profit Salesforce & QuickBooks Desktop is shown in the below table. This integration enables inserting a new record in QuickBooks Desktop.
Image Added
Salesforce | | QuickBooks Desktop |
Accounts / Contacts |
| Customer / Contacts |
Opportunity Name |
| Job Name |
Opportunity & Product Name* * |
| Invoice & Line Item |
Opportunity & Product Name |
| Sales Receipts & Line Item |
DBSync Invoice |
| Payment on Invoice |
Product Name |
| Items |
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- Go to www.mydbsync.com & register for Free Trial.
- Ensure that Source & Target Adapters are Salesforce & QuickBooks respectively.
- When you have access to DBSync Account, ensure that Non Profit Salesforce QuickBooks: Unidirectional template is included from the template library.
- Salesforce credentials and QuickBooks location should be saved in your DBSync profile and QuickBooks web connector should be configured. Please refer the below wiki link for detailed steps. http://help.mydbsync.com/docs/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector|../../../../../../../../../display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector|||||||||||||||\
Panel |
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Run Integration from QuickBooks Web Connector |
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