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Data flow of Bi-directional integration between Salesforce & and QuickBooks Desktop is shown in the table below. Bi-directional integration enables inserting a new record as well as updating the existing record in either direction.

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  1. Considered following points carefully before Integrating before integrating Standard DBSync Salesforce QuickBooks Bi-directional.
  2. Integration of Salesforce to QuickBooks transaction is invoked if 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, And, it should also have Products with Standard Price Book attached to the Salesforce Opportunity for DBSync to invoke integration. Furthermore, 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. Any new or modified Customer, Items or transaction in QuickBooks, will be integrated with Salesforce based on the Mapping selection.
  6. Once you are done with the mappings, go to your QuickBooks Web Connector by clicking on Start > Programs > QuickBooks > Web Connector. Then, click on the Password text box for profile dbsync2-SalesforceQuickBooksBiDirectional as highlighted below:
  7. Enter your DBSync Password in the text box and click Enter on your keyboard. When asked, "Do you want to save this password", click Yes. DBSync Password will be saved in the Web Connector.
  8. Check the DBSync2-SalesforceQuickBooksBiDirectional check box. Click on Update Selected button. Sync will start and complete automatically. Auto-Run can also be used in Web Connector to run integration at regular intervals. For example, if you select 60 minutes time interval. After every 60 minutes, integration will run by itself, as long as Web Connector is open.