Page History

After you had installed our Salesforce & QuickBooks package from the AppExchange of Salesforce, You you need to select DBSync: QuickBooks Integration from the Force.com App Menu which will launch the DBSync QuickBooks Integration app. Now, You you will need to navigate to the Setup tab to setup set up your Salesforce and QuickBooks connectors that will open connections with the respective applications.

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As shown in the above image, Navigate through a Setup wizard which is self-explanatory for an a user to finish his connections with Salesforce and QuickBooks Instances. 

Salesforce: For the ease of setup we support OAUTH authentication with Salesforce, Click click on Connect to Salesforce which will open up an a pop up to validate your instance credentials. After a successful connection, As shown in the image you will see the button is changed from "Connect to Salesforce" to "Would you like to re-connect". Now click on Next button to proceed with the QuickBooks setup

QuickBooks: From the QuickBooks menu, you will have the option to toggle between QuickBooks desktop Desktop and QuickBooks onlineOnline. If you choose QuickBooks desktop, Connection parameters pertaining to desktop loads up on the page. Make sure to input your QuickBooks file location, QuickBooks version.

If you had chosen QuickBooks online from QuickBooks type drop-down, You should key in QBO QuickBooks Online username and password to authenticate and connect with your QBO QuickBooks Online instance (OAUTH Authentication for QBOQuickBooks Online) and you will be prompted to enter an a 6 digit code as an added security check from Intuit which will be sent to your registered email id.

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In order to trigger the Integration, you will have to check the "Generate Customer & Invoice From Opportunity"  and click on save the Save button. From the Setup Processes menu, the User also has an option to upgrade his plan from the Free to either Standard or Enterprise depending on his integration needs. Before you actually pay for the plan, You you also have an option to take Free Trial of the plan you wish to subscribe to.

Checklist Before Triggering Integrations

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1. You will have to change the page layout for the Accounts, Contacts, Opportunity, Opportunity product, Product in Salesforce which is explained in the latter section.
2. You should mark Opportunity as an Invoice from the DBSync section of the "Generate" field field.
3. If you are using QuickBooks desktop you can initiate the sync only from QuickBooks web-connector, Make sure to Setup QuickBooks web-connector by following the link.
4. If you are using QuickBooks online version, you can Initiate the sync from the Account\Product\Opportunity by the click of a DBSync button.

                 For Eg: When you want to Sync SF Account To QB QuickBooks online customer customers then hit the button "SF Account>> QBO QuickBooks Online Customer".  

 



The below steps are explained for changing the page layout of an Account in Salesforce and for the rest of the objects the same set of steps to be followed.

1. On the Salesforce Instance, Navigate to Salesforce Setup page by clicking on the Setup located on the top right section of the page and which is adjacent to the Help menu.
2. From the Quick Search area located on the extreme left section of the page, Search search for "page layout" and scroll down to find the Account/ pagelayout page-layout menu options to the left of the page.
3. Clicking on the Account\Pagelayout will open the Account page layout page, From there click on "Page Layout Assignment" and now click on Edit Assignment.
4. Select all the user roles for which you wish to change the pagelayout page layout and from the option of Page Layout To Use, choose DBSync Account Layout and save the changes.
5. Now, Open any of the Account from the Account page where you will find the information as shown in the above image.

Asyncronous Asynchronous Call 

With the package versioned 1.27, We started supporting Asynchronous call meaning in other words, If a user has updated any of the columns of an opportunity record in Salesforce then just by clicking on save the reflected changes gets posted to QuickBooks online. 

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Useful References

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QuickBooks Online REST Connector

Configuring DBSync with Quickbooks QuickBooks Desktop Web Connector

Installing QuickBooks Web Connector

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