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DBSync for Salesforce & QuickBooks Integration is an easy to use application to integrate Salesforce Accounts, Products, Opportunity, Orders, Invoice with QuickBooks Customers, Items, Job, Sales Order & Invoice.

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• Switch ON the Quotes to Estimate process and click on EDIT button placed along side of the workflow.
• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

3.       Order Opportunity to Sales Order (QBD): This data flow will be unidirectional integrating data from Salesforce to QuickBooks. Salesforce Orders and Order Line items will be integrated as Sales Order and Sales Order Line Items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

• Switch ON the Order Opportunity to Sales Order process and click on EDIT button placed along side of the workflow.
• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

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