Page History

Salesforce &

...

QuickBooks BiDirectional Template

• Go to www.mydbsync.com, click on Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to access DBSync Integration ConsoleProject page.

• In DBSync console click on Quick Start Link.

...

• Validate your connection settings for Salesforce . Enter Your Salesforce Username and Password and click on Validate button.

...

• Go to QuickBooks configuration, enter you QuickBooks file path and click on Save Properties Button.

...

• Go to Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"

...

• & QuickBooks.

• Go to workflow Opportunity to invoice, in the Rules section open the map for Sequence No.2 and replace the mapping of VALIDATE ROW from "true" to "false".

• After making above changes, DBSync will not create jobs in your QuickBooks.

• The above procedure can be replicated for other mapping states like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.

Salesforce &

...

QuickBooks Online Template

Disabling jobs in Quickbooks Online template requires one to access the dbsync console as it cannot be disabled via Quickstart window. The following section provides you step-by-step instruction on the same.

• Login to your dbsync console as shown in the above Quickbooks desktop section.
• Click on Manage--> edit link as shown below.

Image Removed

• Once you are into the Process Builder page, open the SFQB_Opportunity2Invoice PDL either by double-clicking on the the PDL or by doing right-click and selecting Open as illustrated in the below screenshot.

Image Removed

• Once you have opened the SFQB_Opportunity2Invoice PDL, click on the Opportunity2Invoice box as shown either by double-clicking on it or by doing a right-click and selecting Open from the menu.

Image Removed

• Once you have opened the Opportunity2Invoice workflow, right-click on the mapping Sequence No 2 and select Properties from the menu as shown.

Image Removed

• Scroll to the bottom of the page and click on the edit link to open the mapping in a new tab or a new window as shown.

Image Removed

• Make the following changes to the Validate Row as "false" as shown.

Image Removed

• Now, open mapping Sequence No 3 page the same way you opened Sequence No 2 and Go to www.mydbsync.com, click on Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to access DBSync Project page.

• Validate your connection settings for Salesforce & QuickBooks Online.

• Go to the process SFQB_OpportunityToInvoice, open the workflow OpportunityToInvoice, open the map for Sequence No.2 and replace the mapping of VALIDATE ROW from "true" to "false".

• Now, open mapping for Sequence No 3 and make the following changes to Source and Target Mappings.

...

IF(ISEMPTY((String)SESSION_GET("CreateJobFlag")),LEFT(VALUE("Account/Name"),41),
LEFT(VALUE("Account/Name"),41)+":"+ LEFT(VALUE("Name"),41))

* The following screenshot illustrates the same.

Image Removed

• This completes disabling of Jobs for your Salesforce & Quickbooks QuickBooks Online solution template.