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Integration between Salesforce and QuickBooks with, out of the box solution, is explained in section Salesforce QuickBooks Bi-directional Integration Process.

If any additional fields or objects integration is required - between Salesforce and QuickBooks - DBSync Mapping must be customized as per the requirement. This section explains the step-by-step process involved in customizing DBSync Mapping.

• Go to www.mydbsync.com, click . Click on Customer Login. Enter your User Name Username and Password and click .  Click on Sign in. Click on Launch to access DBSync Integration ConsoleDevelopment Studio.

• In DBSync console click on Edit Link from Manage Toggle Button.

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• Click on Edit link for Salesforce Adapter. Enter Salesforce User Name and Password and click on Save Properties button. Click on Validate button to validate the Adapter.

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• Click on Edit Link for QuickBooks Adapter. Enter QuickBooks File Path in file text box and click on Save Properties.

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• Double Click or Right Click\Open on the BiDirectionalSync Process to open it for editing.

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• If you are using SalesforceQuickBooksBiDirectional profile, you will find a list of states with control flow on process Builder Screen.

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• You can Drag and Drop create state button onto the control flow area to create a new state or double click or Right Click\Open to open any state. In this tutorial I will edit Account to Customer State. So Right click\Open on Account to Customer state. Once On the DataFlow page, Right Click on Map:SFToQB and click Properties as shown below:

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• Scroll down to properties area and click on Edit link to open the mapping screen.

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• Make the changes required on the mappings by clicking the edit link on the left or to add a new mapping simply click on Target Column followed by Source Column and click on Save button to save it to maps. A Screenshot of the mapping screen is shown below.

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• Once done click on the close button to close the on top right. Move to Previous window (Data Flow screen) and click on Save & Close button on the top right. This will save the BiDirectional sync profile. You can test out your mapping by running the sync from QuickBooks Web Connector.

• Go to Windows Start ? Programs ? QuickBooks ? Web Connector

• Web connector is launched with the selected integration profile, select the integration profile/profile Name, Enter dbsync password and finally click on "Update Selected" to make a sync.

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• Check your Salesforce and QuickBooks Instance for updated data.

• Login to your DBSync account with credentials to make changes or, create hierarchy mappings. Once you have logged into your DBSync account, click on Development Studio.

• Make sure that you have validated Salesforce and QuickBooks Connectors.

• Click on Projects on the left panel. There, you will see a list of available Projects. Click on the relevant Project. You will see a list of Processes.

• Click on the relevant Process. Next, you will see a list of workflows. Create on New - the button is used to create a new workflow.

• Each workflow will have trigger & rules.

• The trigger has 3 tabs: Query Builder, Advanced Query Builder and Properties.

• You can have one or more rules in a workflow. Each rule will have a map. This map displays a list of target fields available for mapping. Also, you will see the schema of the source fields. You can drag and drop source fields and map target fields accordingly.

• Further information on Mapping is detailed in the wiki iPaaS section.