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Overview
Data Flow
Process Map
Pre-requisites for Integration
DBSync Profile Setup
DBSync Profile Setup
Run Integration from QuickBooks Web Connector
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Standard Integration from DBSync for Salesforce & QuickBooks Desktop is an easy to use application to integrate . It integrates Salesforce Accounts/Contacts, Products, Opportunity with QuickBooks Customers, Items, Sales Order & Invoice. DBSync provides sync with pre-built field-to-field map mapping along with flexibility for more complex and dynamic mapping capability. DBSync also has an 's automatic online update , enabling DBSync enables its customers to enjoy all the product updates and features that come with every new release.
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| Data Flow: |
Integration data flow between Salesforce & QuickBooks Desktop is shown in the table below table.
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Process Map of Standard integration between Salesforce & QuickBooks Desktop is shown in the image below image.
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Pre-requisites for Integration: |
- Integration of Salesforce to QB QuickBooks Sales Order is invoked provided if the Generate field in Salesforce Opportunity is selected as Sales Order.
- Integration of Salesforce to QB QuickBooks Invoice is invoked provided if 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 & . It should also should have Products with Standard Price Book attached to it for DBSync to invoke integration.
- Salesforce Products should also have QuickBooks Item Type.
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- Go to www.mydbsync.com & and register for Free Trial. Ensure that Source & and Target Adapters are Salesforce & QuickBooks QuickBooks Desktop respectively. Choose the standard package during registration.
- Steps involved in registration is detailed in the following link. http://help.mydbsync.com/docs/display/dbsync/Register+for+Trial
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- Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & Microsoft Dynamics GP respectively.
- Steps involved in registration is detailed in the following link http://help.mydbsync.com/docs/display/dbsync/Register+for+Trial
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| Run Integration from QuickBooks Web Connector |
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- Consider the following points carefully before integrating Standard DBSync Salesforce QuickBooks Bi-directional.
- Integration of Salesforce to QuickBooks transaction is invoked
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- if the Generate field in Salesforce Opportunity is selected with the required transaction.
- It is mandatory that Salesforce Opportunity (to be integrated with QuickBooks Transaction) is associated with the respective Salesforce Account
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- . It should also
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- have Products with Standard Price Book attached to the Salesforce Opportunity for DBSync to invoke integration. Products should also have QuickBooks Item Type.
- The Primary Contact updated in Salesforce Opportunity will sync with QuickBooks Contacts.
- QuickBooks to Salesforce
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- integration works on time stamp. Payment applied on QuickBooks Invoice will be synced with DBSync custom object Invoice
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- . This will be related to the corresponding Salesforce Opportunity.
- Once you setup
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- integration, go to your QuickBooks Web Connector
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- by clicking on Start > Programs > QuickBooks > Web Connector
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- . Then, click on the
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- Password text box for profile
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- DBSync3-CRM_QuickBooks_dt.
- Enter your DBSync
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- Password in the
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- text box and
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- click Enter
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- .
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- A Message Box display will
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- ask "Do you want to save this
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- Password"
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- . Select the Yes button. DBSync Password will be saved in the
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- Web Connector.
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- Check the
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- DBSync3-CRM_QuickBooks_dt check box and click on Update Selected button
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- . This will start the sync and the process will complete automatically. Auto-Run can also be used in Web Connector to run integration
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- at regular intervals. For example, if you select 60 minutes interval, after every 60 minutes integration will run by itself
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- provided Web Connector is open.
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