Page History

...

• Integration of Salesforce to QB QuickBooks Sales Order is invoked provided the Generate field in Salesforce Opportunity is selected as Sales Order.

• Integration of Salesforce to QB QuickBooks Invoice is invoked provided the Generate field in Salesforce Opportunity is selected as Invoice.

• It is mandatory that SF Opportunity (to be integrated with QB QuickBooks Invoice) is associated with the respective SF Account & also should have Products with Standard Price Book attached to it for DBSync to invoke integration.

...

• Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & QuickBooks Desktop respectively. Choose the standard package during registration.

...

1. Before running the integration, the below mentioned points should be considered carefully for Integration of Standard DBSync Salesforce QuickBooks Bi-directional.
2. Integration of Salesforce to QuickBooks transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.
3. It is mandatory that Salesforce Opportunity (to be integrated with QuickBooks Transaction) is associated with the respective Salesforce Account & also should have Products with Standard Price Book attached to the Salesforce Opportunity for DBSync to invoke integration. Products should also have QuickBooks Item Type.
4. The Primary Contact updated in Salesforce Opportunity will sync with QuickBooks Contacts.
5. QuickBooks to Salesforce Integration works on time stamp. Payment applied on QuickBooks Invoice will be synced with DBSync custom object Invoice which will be related to the corresponding Salesforce Opportunity.
6. Once you setup Integration go to your QuickBooks Web Connector by Start > Programs > QuickBooks > Web Connector and click on the password textbox for profile DBSync3-CRM_qbQuickBooks_dt .
7. Enter your DBSync password in the in the text box and hit Enter on your keyboard. One Message Box will be displayed asking you "Do you want to save this password" select Yes button. DBSync Password will be saved in the web connector.
8. Check the DBSync3-CRM_qbQuickBooks_dt check box and click on Update Selected button and sync will start and complete automatically. Auto-Run can also be used in Web Connector to run integration in regular intervals. For example, if you select 60 minutes, every 60 minutes integration will run by itself, provided Web Connector is open.