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Salesforce & Quickbooks BiDirectional Template

DBSync Configuration Settings for Salesforce Opportunity to QuickBooks Invoice only.

  • Go To www.mydbsync.com
  • Select Customer Login. Enter your User Name 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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  • After making above changes, DBSync will not create jobs in your QuickBooks; all Salesforce opportunities will be mapped as customers in QuickBooks..
  • The above procedure can be replicated for other mapping states like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.

Salesforce & Quickbooks Online BiDirectional Template.