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When an existing transaction like Invoice, sales order is updated with the new transaction details, such transactions are termed as Recurring Transaction. This module explains the step by step process involved in DBSync integration of Salesforce Opportunities as Recurring Transactions into accounting systems like QuickBooks and Great Plains.

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Provider:
DBSync for QuickBooks/Great Plains

• Login to Salesforce using admin credentials.

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• Go to User menu > Opportunities > Page Layouts > Drag 'IsRecurring' & 'Next Sync On' to DBSync section > Save the changes

• Use the URL mentioned below to login to access Salesforce Package Installation details.

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• Install complete message will be displayed which confirms that DBSync Recurring Transactions package is installed.

• Go to Username > Develop > Apex Classes > Schedule Apex to implement the schedulable interface to be automatically executed on a weekly or monthly interval.

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• Note: Administrator Rights is required to perform the above steps. 

• Login to DBSync to access DBSync Mapping. To know about DBSync Mapping in detail please refer all the sections under Platform of DBSync wiki in the below link. http://help2.mydbsync.com/docs1/display/dbsync/iPaaS

• Enable the mapping for the required transaction and save the mapping before running the integration.

It is also necessary that Salesforce opportunity is created with the right parameters to sync Recurring Transactions into Accounting Systems.

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