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For Integration from Quickbooks to Salesforce

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  • If you use Product Hierarchy in QuickBooks, then Salesforce needs to be updated to support product hierarchy. A Screenshot for product hierarchy in QuickBooks is shown below.

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  • Click on "Edit" link for  " **********_map.xml"* to open the mapping in a new tab or window.

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  • Now your Salesforce is configured to handle product hierarchy of QuickBooks.

For Integration from Salesforce to Quickbooks

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  • If you have Parent-Child relationship for Products in Salesforce, then the following changes needs to be made to the mappings.
  • As mentioned in the earlier section, go back to the Process-Builder page by double-clicking on the BiDirectionalSync process on the right hand side.
  • Open the OpportunityToInvoice state and right-click on the Sequence No 3 box and select Properties from the menu.
  • Click on "Edit" link for  " **********_map.xml"* to open the mapping in a new tab or window and make the following changes in the mapping window.

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