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• Click on the pencil icon next to the process SFtoQBOExpense
• You will be redirected to the ‘Trigger’ and ‘Rules’ section. 
• In the ‘Trigger’ panel , refer the ‘Advanced Query Builder’ panel
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• Conditions/filters applied:
  Integration_Sync_Status__c='Ready to Generate'
  Parent_Transaction__c=''
  Is_Header__c=false

• When these conditions are hidden, they belong to the individual line transaction. 
• These conditions address the creation of jobs,vendors, bills, purchase (check) and deposits in QuickBooks Online.
• Click on the ‘Setup’ icon to access the user forms as shown below:
  
  

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• You will be redirected to the ‘Trigger’ and ‘Rules’ section. 

• In the ‘Trigger’ panel , refer the ‘Advanced Query Builder’ panel
  
  
• Conditions/filters applied:
  Is_Header__c=true

• Click on the ‘Setup’ icon to access the user forms as shown below:
  
  

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1. Select the ‘Type of QuickBooks’ account : Trusting or Operating: The default value is set to ‘Operating’. 

2. Note: This parameter is a pick list value and does not impact the sync process 

1. Define the name of the ‘Customer Job’ in QuickBooks: Matter Name or Matter Number. The default is set to ‘Matter Number’

2. Verify if a custom transaction number must be generated in QuickBooks: Yes or No.

3. Note: In QuickBooks the auto generated transaction number can be enabled and it will generate the transaction number automatically.Default is set to ‘Yes’

• QBOtoSFTransaction

• Click on the ‘Setup’ icon as shown below

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