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DBSync for Salesforce & QuickBooks Online Integration is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Online Customers, Items, Invoice, Sales Receipt & Credit Memo. This is also useful to migrate historical QuickBooks Online data into Salesforce or vice versa.
DBSync provides Bi-directional sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.
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| Data Flow |
Data flow of Bi-directional integration between Salesforce & QuickBooks Online is shown in the below table.
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Process Map of Bi-directional integration between Salesforce & QuickBooks Online is shown in the below image.
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Pre-requisites for Integration |
- Integration of Salesforce to QBOE transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.
- It is mandatory that SF Opportunity (to be integrated with QBOE Invoice) is associated with the respective SF Account & also should have Products with Standard Price Book attached to it for DBSync to invoke integration.
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| DBSync package (QuickBooks Integration) Installation in Salesforce |
- Get the following App from AppExchange for your Salesforce instance.
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- Similarly assign DBSync Page Layout for Salesforce Objects Contacts, Opportunity, Opportunity Products and Products.
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| DBSync Profile Setup |
- Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & QuickBooks Online respectively.
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Running the Integration |
DBSync Integration of Salesforce & QuickBooks Online can be initiated by
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