Page History

Account Hierarchy
Account Hierarchy in SalesForce and QuickBooks
For Integration from SalesForce to QuickBooks

• Image Removed If you use Account Hierarchy in SalesForce, then QuickBooks need to be updated to support Account Hierarchy. A Screen shot for Account Hierarchy in SalesForce is shown.

If Quickbooks has Customer hierarchy and Salesforce Account object has hierarchy enabled, then the following changes have to be implemented within your DBSync mappings / template to facilitate hierarchy mappings. A typical hierarchy structure in Salesforce Accounts and Quickbooks Customer entities is as shown below.

• Image Added .

• In the above Screenshot Parent Account is the Parent for Child Account.

...