Page History

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• Go To to www.mydbsync.comSelect . Click on Customer Login. Enter your User Name Username and Password and click Login Button.
• Click on Launch in the Console area of MyHome Page.
• In DBSync console click on Quick Start Link.

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• . Then, click on Sign in. Click on Launch to access Development Studio.
• Validate your connection settings for Salesforce . Enter Your Salesforce Username and Password and click on Validate button.

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• Go to QuickBooks configuration, enter you QuickBooks file path and click on Save Properties Button.

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• Go to workflow Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"

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• After making . In the Rules section, open the map for Sequence No.2. Then, replace the mapping of VALIDATE ROW from "true" to "false".
• After making the above changes, DBSync will not create jobs in your QuickBooks.
• The above procedure can be replicated for other mapping states mappings - like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.

Salesforce & Quickbooks Online BiDirectional Template

Disabling jobs in Quickbooks Online template requires one to access the dbsync console as it cannot be disabled via Quickstart window. The following section provides you step-by-step instruction on the same.

• Login to your dbsync console as shown in the above Quickbooks desktop section.
• Click on Manage--> edit link as shown below. Image Removed

•  Once you are into the Process Builder page, open the SFQB_Opportunity2Invoice PDL either by double-clicking on the the PDL or by doing right-click and selecting Open as illustrated in the below screenshot. Image Removed
• Once you have opened the SFQB_Opportunity2Invoice PDL, click on the Opportunity2Invoice box as shown either by double-clicking on it or by doing a right-click and selecting Open from the menu. Image Removed

• Once you have opened the Opportunity2Invoice workflow, right-click on the mapping Sequence No 2 and select Properties from the menu as shown. Image Removed

• Scroll to the bottom of the page and click on the edit link to open the mapping in a new tab or a new window as shown.

Image Removed

• Make the following changes to the Validate Row as "false" as shown.
  Image Removed

• Now, open mapping Sequence No 3 page the same way you opened Sequence No 2 and Open mapping for sequence/rule no. 6 and make the following changes to the source and target mappings.
• Find the target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41) 
• Open Mapping for sequence/rule no. 8 and make the following changes to the source and target mappings.
• Find the target field "InvoiceModRq/InvoiceMod/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41)
  
  

• Go to www.mydbsync.com. Click on Customer Login. Enter your Username and Password.  Click on Sign in. Click on Launch to access the Development Studio.
• Validate your connection settings for Salesforce and QuickBooks Online.
• Go to process SFQB_OpportunityToInvoice. Open the workflow OpportunityToInvoice. Then, open the map for Sequence No.2 and replace the mapping of VALIDATE ROW from "true" to "false".
• Open mapping for Sequence No 4 and make the following changes to Source and Target Mappings.
• Find the target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy -pasting and paste the following.:
  
  

IF(ISEMPTY((String)SESSION_GET("CreateJobFlag")),LEFT(VALUE("Account/Name"),41),
LEFT(VALUE("Account/Name"),41)+":"+ LEFT(VALUE("Name"),41))

* The following screenshot illustrates the same. Image Removed

• This completes disabling of Jobs for your Salesforce & Quickbooks and QuickBooks Online solution template.