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When an existing transaction like Invoice, sales order is updated with the new transaction details, such transactions are termed as Recurring Transaction. This module explains the step by step process involved in DBSync integration of Salesforce Opportunities as Recurring Transactions into accounting systems like QuickBooks and Great Plains.

Most of the steps are involved with Salesforce like enabling schedules for opportunity line items, installing DBSync Recurring Transactions Package and scheduling an apex class. After making all the necessary changes in Salesforce, DBSync must be enabled with Recurring Transactions mapping to run an integration, to successfully sync Salesforce Opportunity as Recurring Transaction into Accounting System.

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