DBSync Cloud Workflow (iPaaS)

2022

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changes.mady.by.user Anil Bhimineni

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Issue : The button "Sync Invoice To QBOE" doesn't work in Salesforce lightening lightning 

Description: In Salesforce, Whenever you try to integrate Salesforce opportunity with QuickBooks Online as Invoice using clicking on the DBSync package button, "Sync Invoice To QBOE", to integrate Salesforce Opportunity with QuickBooks Online on Invoice, will not trigger the integration as . This is because the DBSync package which - that you are using - may not be lightening lightning compatible. 


Resolution : Follow the steps below steps to resolve this issue.:

Step 1 : Upgrade the DBSync package to 1.25 from your current version, . Use the DBSync package 1.25 link to install the package into your Salesforce instance. 
Step 2 : After the successful installation of the DBSync package versioned 1.25, Switch switch to Classic mode of Salesforce Salesforce.
Step 3 : Edit the page layout Page Layout of opportunity Opportunity object, . Under Quick Action, search for the button "Sync Invoice To QBOE" button - as shown in following image. Drag the button to the "Opportunity Detail Section" and save the formLayout. 


Step 4 : Now again switch Switch back to Lightening to Lightning mode of Salesforce instance, . Click on one of Opportunities to see the button . Here, you will see "Sync Invoice To QBOE" button - as shown the in the following image.

Now use this button Use "Sync Invoice To QBOE " button to push Salesforce opportunity Opportunity to QuickBooks online as Invoice.

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