Page History

The short answer is yes if a user wants a specific report to be sent to salesforce , DBSync can handle it . The different types of QB QuickBooks reports and filtering is likely going to change for each report, so the open-ended answer is that the integration is possible , but should be researched on case-by-case basis. So the open-ended answer is that the integration is possible , but should be researched on case-by-case basis.

...

Lets look the below example how DBSync handles profit and Loss report to be integrated to salesforce custom object.

1. Since the PProfit&L Loss report is not exposed directly by the QuickBooks API , we use Custom Detail Report API
2. Configure the connectors QBDQuickBooks, Salesforce with appropriate credentials
3. We build logic around with Dynamic querying capabilities which will run the Report in QBD and QuickBooks and returns us the required fields
4. There are transformation applied via DBSync platform to salesforce custom object so that data is transformed as per the business requirement
5. Finally, the data gets inserted to the Salesforce custom object.

For this solution, We need to create two salesforce entities to hold the data of the QuickBooks

• QBD PQuickBooks Profit&L Loss entity which would hold the records of the QBD PQuickBooks Profit&L Loss report
• Opportunity Entity which would hold the details records of the QBD PQuickBooks Profit&L Loss record (serving as Master)

A SF Salesforce user would need to customize different summary fields, depending on what they want to display on. The integration is simple , configure connectors, hold the QBD QuickBooks report data on which transformation need be applied. Upsert this account records via their primary key allowing them to run on recurring basis.