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Data flow of Bi-directional integration between Litify & QuickBooks Online is shown in the table below.

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Process Map

Process Map of Bi-directional integration between Litify & QuickBooks Online is shown in the image below.

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Prerequisites 

• Active subscription with Litify

• Active subscription with QuickBooks Online

• Active subscription with DBSync Cloud Workflow

• Install DBSync Litify Package

Procedure

• DBSync Profile Setup
• Litify Setup and Integration Mapping
• QuickBooks Online Setup and Integration Mapping

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• Login to DBSync Cloud Workflow from the app centre

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• Enter your username and password provided at the time of registration and click ‘Sign In’ to successfully login to your account
• You will be redirected to the DBSync App centre

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• Click on ‘Development Studio’ 
• You will be redirected to the DBSync ‘Projects’ Section where you can run the integration between the source and target

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• DBSync Cloud Workflow provides pre-built templates to ease the integration. You need to add the template from the ‘Template Library’ to your ‘Project’ section to run the integration.
• Click on the ‘Template Library’ in the left navigation panel as shown below:

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• Search for the ‘Litify & QuickBooks Online; integration’ template by using the search bar

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• Click on ‘Add Now’ to add this template into your ‘Projects’and add the Litifiy & QuickBooksOnline Template into your projects.
• You will be redirected to your ‘Projects’ and the Litify template would be reflecting on top of the list of projects.

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Note: Litify is built on the Salesforce platform and it is a package managed in Salesforce

• Click on the Image Removed Image Addedpencil icon for this project or the ‘Project Name’ to access the processes and workflows within this project
• Once the project is selected, navigate to the ‘Connectors’ section from the left panel.
• DBSync automatically detects the required connectors for this project. 

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• Click on each connector and authenticate your login credentials. The authentication can be automated with SSO.
• Once connected, navigate to the ‘Projects’ section and select the Litify & QuickBooksOnline project.
• There are 3 processes within this project as displayed below:

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Let us understand each of these processes:

• SFtoQBOExpense

  This process contains individual line items. These are filtered in the query. Refer below section for more understanding on the query:

• Click on the Image Removed pencil Image Added pencil icon next to the process SFtoQBOExpense
• You will be redirected to the ‘Trigger’ and ‘Rules’ section. 
• In the ‘Trigger’ panel , refer the ‘Advanced Query Builder’ panel
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• Conditions/filters applied:
  Integration_Sync_Status__c='Ready to Generate'
  Parent_Transaction__c=''
  Is_Header__c=false

• When these conditions are hidden, they belong to the individual line transaction. 
• These conditions address the creation of jobs,vendors, bills, purchase (check) and deposits in QuickBooks Online.
• Click on the ‘Setup’ icon to access the user forms as shown below:
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• The form contains three questions which the user can fill based on relevance and integration requirement . Refer image below:Image Removed
  
• The three questions and probable responses:

1. Select the ‘Type of QuickBooks’ account : Trusting or Operating: The default value is set to ‘Operating’. 

   Note: This parameter is a pick list value and does not impact the sync process 

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• SFtoQBOExpenseGrouping
  This process contains individual line items. These are filtered in the query.
  Refer below section for more understanding on the query:
  Click on the Image Removed pencil Image Added pencil icon next to the process SFtoQBOExpenseGrouping

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• In the ‘Trigger’ panel , refer the ‘Advanced Query Builder’ panel
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• Conditions/filters applied:
  Is_Header__c=true

• Click on the ‘Setup’ icon to access the user forms as shown below:
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• The form contains three questions which the user can fill based on relevance and integration requirement . Refer image below:Image Removed
  
• The three questions and probable responses:

1. Select the ‘Type of QuickBooks’ account : Trusting or Operating: The default value is set to ‘Operating’. 

2. Note: This parameter is a pick list value and does not impact the sync process 

1. Define the name of the ‘Customer Job’ in QuickBooks: Matter Name or Matter Number. The default is set to ‘Matter Number’

2. Verify if a custom transaction number must be generated in QuickBooks: Yes or No.

3. Note: In QuickBooks the auto generated transaction number can be enabled and it will generate the transaction number automatically.Default is set to ‘Yes’

• QBOtoSFTransaction

• Click on the ‘Setup’ icon as shown below

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• to view the form
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• Use the toggle button under the ‘Status’ column to turn the workflow Image AddedON or or  Image AddedOFF . 
• This workflow should be ON if a bidirectional sync between QuickBooks and Litify is required.
• The form contains two questions as shown below:
  

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• The two questions and probable responses:
• Define if the need to update Transaction Number in Salesforce as Yes or No. 
• Note: This parameter would create a document number or transaction number in Salesforce for a purchase, bill or deposit transaction.
• Define the ‘Type of Transaction’ as ‘Bill’, ‘Purchase’, or ‘Deposit’ for which the transaction number must be generated and updated in Salesforce.

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• Login to your Litify account 
• Open the transaction that you would like to generate a sync.
• Navigate to the ‘QuickBook Sync’ details tab and define the ‘Integration Sync Status’ to ‘Ready to Generate’ as shown below:

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• Click Save
• On successful integration, an Integration ID is generated and reflected in the screen above in the ‘Integration ID’ field
• In case of a failure, an error message is generated and reflected in the screen above under the ‘Integration Error Message’ Field.
• Define the type of transaction that you want to sync by navigating to the ‘Method’ field as shown below:

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• You can choose to generate checks, transfers, deposits, bills etc as shown below:

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• .
• The payee would be created as a vendor in QuickBooks
• The matter number and customer name as shown below:

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QuickBooks Online Setup and Integration Mapping

1. Login to QuickBooks Online

2. Navigate to the ‘Expenses’ tab

3. The details of updation can be seen as below

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1. are updated and a bill is generated in QuickBooks Online.

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