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Run Integration from QuickBooks Web Connector

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.

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.

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Process Map of integration between Non Profit Salesforce & QuickBooks Desktop is shown in the below image.

• Integration of Salesforce to QB 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 QB Invoice) is associated with the respective SF Account & also should have Product Name in it for DBSync to invoke integration.

• Get the following App from AppExchange for your Salesforce instance.

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• Click on the Page Layout next to the required profile. Account Layout is the existing page layout for profile System Administrator and System Administrator is the profile that should be assigned with DBSync page layout. In this case Account Layout should be selected next to System Administrator.
  
• Select DBSync Account Layout from Page Layout To Use picklist. Page Layout will be changed from Account Layout to DBSync Account Layout. Click on Save to save the new page layout assignment.
  
• Similarly assign DBSync Page Layout for Salesforce Objects Contacts, Opportunity, Opportunity Products and Products.

• 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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