...
Anchor |
---|
| _Toc398733098 |
---|
| _Toc398733098 |
---|
|
Standard Integration from DBSync for Salesforce & QuickBooks Desktop is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Customers, Items, Sales Order & Invoice. DBSync provides 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.
Panel |
---|
Anchor |
---|
| _Toc398733099 |
---|
| _Toc398733099 |
---|
| Data Flow: |
Integration data flow between Salesforce & QuickBooks Desktop is shown in the below table.
![](/docs/download/attachments/8257583/worddav146911b668bb626c99503680329539f6.png?version=1&modificationDate=1418770508000&api=v2)
Anchor |
---|
| _Toc398733100 |
---|
| _Toc398733100 |
---|
|
Process Map of Standard integration between Salesforce & QuickBooks Desktop is shown in the below image.
![](/docs/download/attachments/8257583/worddav84cee8a9ae7616d6beca80531f6e68f2.png?version=1&modificationDate=1418770509000&api=v2)
Anchor |
---|
| _Toc398733101 |
---|
| _Toc398733101 |
---|
|
Panel |
---|
Pre-requisites for Integration: |
- Integration of Salesforce to QB Sales Order is invoked provided the Generate field in Salesforce Opportunity is selected as Sales Order.
...
- Salesforce Products should also have QuickBooks Item Type.
Panel |
---|
Anchor |
---|
| _Toc398908585 |
---|
| _Toc398908585 |
---|
|
DBSync Profile Setup
|
- Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & QuickBooks Desktop respectively. Choose the standard package during registration.
Panel |
---|
Anchor |
---|
| _Toc398733104 |
---|
| _Toc398733104 |
---|
| Run Integration from QuickBooks Web Connector |
- Before running the integration, the below mentioned points should be considered carefully for Integration of Standard DBSync Salesforce QuickBooks Bi-directional.
...