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• To integrate multiple QuickBooks with Salesforce using DBSync, we need to create multiple Projects in DBSync. And, define the identifier field in each Salesforce Object that is part of the integration.

• In this section, we discuss how different Salesforce Accounts are integrating with different QuickBooks Instances. Similarly, the integration discussed will also demonstrate each new Account created using QuickBooks Customer. Furthermore, it will be marked for specific QuickBooks Instances. So the integration flow will be Bi-Directional between Accounts and Customer.

• 2 Two Projects need to be created in DBSync, namely:
  • SalesforceQuickBooks1
  • SalesforceQuickBooks2

• In Salesforce, click on and Setup > Customize > Account > Fields. Then, click on New in Account Custom Field and Relationships.

• Select the Picklist Option button and click Next.

• Enter the field label and list of values for picklist - in this demo, I am using 2 values - "QuickBooks1" and "QuickBooks2".  Select all the check boxes checkboxes and click Next.

• In the Next Screen, select the Profiles and fields that you want to make visible. Then, click Next.

• On Add to Page Layout, select the Page Layout you want to add the fields totoo. Then, click Save to save and create the custom fields.

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• Go to Account in your Salesforce. Then, open any an account. In this tutorial, I am opening Delphi Chemicals.

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• Go to www.mydbsync.com. Login to your account and click on Launch, to view Project consoleDevelopment Studio.

• Click on the Project SalesforceQuickBooks1.

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• Open workflow CustomerToAccount. Here, you will see a list of available Rules in at the bottom.

• Open the rule "Sequence No 1" and click map. You will see mapping AVSFQB_QuickBooks_idc = LSPLIT(VALUE("ListID")) _and edit this mapping as follows AVSFQB_QuickBooks_id{_}___c = VALUE("ListID") and edit this mapping as follows AVSFQB_QuickBooks_id__c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-").

• The next mapping is Id = Link(*). Edit this mapping as shown below and click Save and Close.

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• Click on Map and you will see the mapping AVSFQB_QuickBooks_id__c = LSPLIT(VALUE("ListID") and edit this mapping as follows AVSFQB_QuickBooks_id__c = "QuickBooks1"+VALUE("ListID")).

• Edit the following mapping as below and click on the Save & Close button.

             AVSFQB_QuickBooks_id__c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-").

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             AVSFQB_QuickBooks_id__c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-").

• Go to the Project SalesforceQuickBooks2 and open it for editing.

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• Go to "Sequence No 3" of QuickBooksToSalesforce Workflow.

• Click on Map . Here here and you will see the mapping AVSFQB_QuickBooks_id__c = LSPLIT("QuickBooks1"+VALUE("ListID") ).

• Edit the following mapping as shown below and click  Save & Close.

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• The Sync will start and it will update Salesforce Accounts as Customers in QuickBooks. Similarly, all the Customers of QuickBooks that don't exist in Salesforce will be created in Salesforce with an identity field marked for specific QuickBooks File.

• That's how DBSync handles Multiple QuickBooks file or instance. One thing to keep in mind, before following the aforementioned steps, is that you need different DBSync QuickBooks Licenses if you are using more than one QuickBooks file. You can also configure each Profile in separate QuickBooks Web Connector instances , if you are running QuickBooks on more than one machine.

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