DBSync Cloud Workflow (iPaaS)

2022

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  • The following workflows should be kept on based on the integration requirement to keep QuickBooks a master database for uni-directional integration.
    • CustomerToAccount
    • ItemServiceToProduct
    • ItemInventoryToProduct
    • ItemNonInventoryToProduct
    • ItemDiscountToProduct
    • ItemOtherChargeToProduct
    • InvoiceToOpportunity
    • InvoiceToInvoice
    • EstimateToOpportunity
    • SalesOrderToOpportunity
    • SalesReceiptToOpportunity

Run Integration

  • Once you are done with the mappings, you can run the integration using scheduler or QuickBooks WebConnector.

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