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• If Quickbooks QuickBooks Customer and Salesforce Account object has hierarchy structures enabled, then the following changes have to be implemented within your DBSync mappings/template to facilitate hierarchy mappings.

• Let's say Avankia & DBSync are Parent & Child Account respectively in Salesforce. Also, Avankia & DBSync are the Customer & Job in QuickBooks respectively.

• The default mappings within DBSync standard template integrates the above Salesforce Account records as two separate Customer records  "Avankia" and DBSync" and not  - as opposed to Parent & Child records.

• Login to your DBSync account accounts with the your user credentials to make changes or create hierarchy mappings. Once you have the user has logged into your his/her DBSync account, then click on Launch to Launch DBSync the Development Studio to go to the DBSync Project page.

• Click on Projects on the left panel, you will see page user will get a list of available projects . Click on and select the relevant project from the list.

• Now, you will see Users will get a list of available processes under that the project section. Click on the relevant process . You will to see a list of available workflows.

• Click on Create New Workflow ,and enter the workflow name AccountToCustomer2 and Save.

• After Creating the workflow workflow 'AccountToCustomer2', move this next to the 'AccountToCustomer' workflow.

• Open the 'AccountToCustomer2 Workflow ' workflow to add Trigger and Rule properties from the 'AccountToCustomer' workflow.

• Once all the properties are filled, copy all the mappings from AccountToCustomer mapping windowthe 'AccountToCustomer' mapping page.
• Once the mappings are completed, add the following changes in the "Mapping windowpage".
  
  

Target == "CustomerAddRq/CustomerAdd/ParentRef/FullName"

...

Source Field == "VALUE("Parent/Name")"

• Now use the following query in 'AccountToCustomer2' Trigger using Advanced Query Builder.
  
  

select {!.} from Account where AVSFQB__QuickbooksQuickBooks_Id__c = '' and Parent.Name!='' 

• Similary replace AccountToCustomerSimilarly, replace 'AccountToCustomer' query with the query below query.:
  
  

 select {!.} from Account where AVSFQB__QuickbooksQuickBooks_Id__c = '' and Parent.Name ='' 

• Once you are the user is done with all the above-mentioned changes, run the sync and data then "initiate the integration through web connector". Data will be integrated into Quickbooks QuickBooks with their respective hierarchies in place as shown below.:
  Image Added

• This concludes Account hierarchy mappings for the data-flow from Salesforce into QuickbooksQuickBooks.