2022
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Run Integration from QuickBooks Web Connector
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Overview: |
DBSync for Non Profit Salesforce & QuickBooks Desktop Integration is an easy to use application to integrate Non Profit Salesforce Accounts / Contacts, Opportunity with QuickBooks Customers, Items, Invoice & Sales Receipt. DBSync provides unidirectional 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 unidirectional integration between Non Profit Salesforce & QuickBooks Desktop is shown in the below table. This integration enables inserting a new record in QuickBooks Desktop.
Salesforce |
| QuickBooks Desktop |
Accounts / Contacts | Customer / Contacts | |
Opportunity Name | Job Name | |
Opportunity & Product Name* * | Invoice & Line Item | |
Opportunity & Product Name | Sales Receipts & Line Item | |
DBSync Invoice | Payment on Invoice | |
Product Name | Items |
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Process Map: |
Process Map of integration between Non Profit Salesforce & QuickBooks Desktop is shown in the below image.
Pre-requisites for Integration:
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- Go to www.mydbsync.com & register for Free Trial.
- Ensure that Source & Target Adapters are Salesforce & QuickBooks respectively.
- When you have access to DBSync Account, ensure that Non Profit Salesforce QuickBooks: Unidirectional template is included from the template library.
- Salesforce credentials and QuickBooks location should be saved in your DBSync profile and QuickBooks web connector should be configured. Please refer the below wiki link for detailed steps. http://help.mydbsync.com/docs/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector|../../../../../../../../../display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector|\
Run Integration from QuickBooks Web Connector
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Overview
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