2022

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

 

 


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Pre-requisites for Integration:

 

  • 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.

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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.
  • Integration of Salesforce to QuickBooks transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.
  • It is mandatory that Salesforce Opportunity (to be integrated with QuickBooks Transaction) is associated with the respective Salesforce Account & also should have Product name in it for DBSync to invoke integration.
  • The Primary Contact updated in Salesforce Opportunity will sync with QuickBooks Contacts.
  • Once you are done with the mappings go to your QuickBooks Web Connector by Start ?  Programs ?  QuickBooks ?  Web Connector and click on the password textbox for profile dbsync2-NonProfitSalesforceQuickBooks:UniDirectional.
  • Enter your DBSync password in the in the text box and hit Enter on your keyboard. One Message Box will be displayed asking you "Do you want to save this password" select Yes button. DBSync Password will be saved in the web connector.

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