Overview

DBSync for Salesforce & QuickBooks Desktop Integration is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Customers, Items, Estimate, Sales Order, Invoice, Sales Receipt & Credit Memo. DBSync is also useful to migrate historical QuickBooks data into Salesforce or vice versa.
DBSync provides Bi-directional sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.

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Purchase Required Adapters

• Go to www.mydbsync.com and register using Register Link on the top right corner of the page.

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At this point, you have successfully completed your Salesforce.com instance setup.

Configure QuickBooks Application for DBSync Integration

QuickBooks needs to be setup in case you do not want to create Jobs in QuickBooks for every Opportunity in Salesforce.com.

• Open QuickBooks and go to Customer Center
• Edit or create a new Customer
• Go to Edit Customer ? Additional Info ? Define Fields and create a new label as – OpportunityId (this is case-sensitive)

Configure DBSync for Integration

• If you have installed DBSync application on your local/server machine then its On-Premise else you are using On-Demand Version.

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• All the default mappings are listed in the left menu. You can choose to use or not use any mappings, like in the images below the mapping is done for Salesforce Accounts to be moved in QuickBooks as Customers. You can check the Status Check Box to make it part of integration, if you leave it unchecked it will not be part of integration. Similarly you select or deselect other mappings as required. You also have the capability to create custom mappings as per your business process.

Run Integration from QuickBooks Web Connector

• Before running the integration, the below mentioned points should be considered carefully for Integration of Standard DBSync Salesforce QuickBooks Bi-directional.

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