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Integration between Salesforce and QuickBooks with, out of the box solution, is explained in the section Salesforce QuickBooks Bidirecitonal Bi-directional Integration Process.

If any additional field fields or object objects integration is required - between Salesforce and QuickBooks , - DBSync Mapping must be customized as per the requirement. This section explains the a step-by-step process involved in customizing DBSync Mapping.

  • Go to www.mydbsync.com, click . Click on Customer Login. Enter your User Name Username and Password and click .  Click on Sign in. Click on Launch to access DBSync Project page.
  • Login to your DBSync account with the your credentials to make changes or, create hierarchy mappings. Once you have logged into your DBSync account, click on Launch to Launch DBSync Project page.
  • Ensure Make sure that you have validated Salesforce & and QuickBooks conncetorsConnectors.
  • Click on Projects on the left panel. There, you will see a list of available projectsProjects. Click on the relevant projectProject. You will see the a list of Processes.
  • Click on the relevant Process. Next, you will see the a list of workflows. Create new workflow button can be on New - the button is used to create a new workflow.
  • Each workflow will have trigger & rules.
  • Trigger has 3 tabs, : Query Builder, Advanced Query Builder & and Properties.
  • You can have one or more rule in a workflow. Each rule will have a map. This map displays a list of target fields available for mapping. Also, you will see schema of source fields. You can drag & and drop these source fields opposite and map target fields to map accordingly.
  • These entities of Mapping are Further information on Mapping is detailed in the wiki section wiki  iPaaS section.