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Contents
Overview:
Data Flow:
Process Map:
Pre-requisites for Integration:
DBSync package (QuickBooks Integration) Installation in Salesforce:
DBSync Profile Setup:
Running the Integration:

Overview:

DBSync for Salesforce & QuickBooks Online Integration is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Online Customers, Items, Invoice, Sales Receipt & Credit Memo. This is also useful to migrate historical QuickBooks Online data into Salesforce or vice versa.
DBSync provides Bi-directional sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.

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Data Flow:

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

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Process Map:

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

Pre-requisites for Integration:

• Integration of Salesforce to QBOE transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.

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DBSync package (QuickBooks Integration) Installation in Salesforce:

• Click on the below link to install the DBSync App from AppExchange

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Label: Update Opportunity To QBOE_New

Behavior: Execute JavaScript

Display Type: Detail Page Button

OnClick JavaScript: var URL="{!$User.AVSFQB_QBOE_DBSync_Serverc}/qboe.m?sfUrl={!$Api.Partner_Server_URL_140}&qboeCT={!$User.AVSFQBQBOE_Connection_Ticketc}&pdl=processdefinition_SFQB_OpportunityTo{!Opportunity.AVSFQBGenerate_Objectc}.xml&recordId={!Opportunity.Id}&dbsyncId={!$User.AVSFQBDBSync_Idc}&profileName={!$User.AVSFQBDBSync_Profilec}&sessionId={!$Api.Session_ID}&dbsyncPasswd={!$User.AVSFQBDBSync_Passwd_c}"; window.open(URL,"DBSync","menubar=0,resizable=0,width=650,height=300");

Label: Update Invoice from QBOE_New

Behavior: Execute JavaScript

Display Type: Detail Page Button

OnClick JavaScript: var URL="{!$User.AVSFQB_QBOE_DBSync_Serverc}/qboe.m?sfUrl={!$Api.Partner_Server_URL_140}&qboeCT={!$User.AVSFQBQBOE_Connection_Ticketc}&pdl=processdefinition_QBSF_InvoiceToInvoice.xml&recordId={!Opportunity.Id}&dbsyncId={!$User.AVSFQBDBSync_Idc}&profileName={!$User.AVSFQBDBSync_Profilec}&sessionId={!$Api.Session_ID}&dbsyncPasswd={!$User.AVSFQBDBSync_Passwd_c}"; window.open(URL,"DBSync","menubar=0,resizable=0,width=650,height=300");

• These new buttons along with the other required fields should be included in the page layout by following the below steps.

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• New Button "Update Product To QBOE_New" should be created in Salesforce Product by referring the below steps.

• Go to setup  Image Modified  Customize  Image Modified Product  Image Modified  'Buttons and Links'  Image Modified New Button or Link.

• Enter the below mentioned details and save to create two buttons.

Label: Product To QBOE_New

Behavior: Execute JavaScript

Display Type: Detail Page Button

OnClick JavaScript: var URL ="{!$User.AVSFQB_QBOE_DBSync_Serverc}/qboe.m?sessionId={!$Api.Session_ID}&sfUrl={!$Api.Partner_Server_URL_140}&qboeCT={!$User.AVSFQBQBOE_Connection_Ticketc}&pdl=processdefinition_SFQB_Item.xml&recordId={!Product2.Id}&dbsyncId={!$User.AVSFQBDBSync_Idc}&profileName={!$User.AVSFQBDBSync_Profilec}&dbsyncPasswd={!$User.AVSFQBDBSync_Passwd_c}"; window.open(URL,"DBSync","menubar=0,resizable=0,width=650,height=300");

• Go to Setup   Customize   Product  'Page Layout' fields to add is "QuickBooks Item type" , "QuickBooks Id" , "QB Error", "COGS" and "OnHand'" and Buttons "Update Product To QBOE_New" to the page layout.

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DBSync Profile Setup:

• Go to mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & QuickBooks Online respectively.

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Configure Salesforce Adapter:
Enter Salesforce Username, Password & Security Token. Click on Save Properties to save the settings. Click on Validate to confirm the Salesforce connections settings are valid.

Configure QuickBooks Online Adapter:
Go to QuickBooks Online Connection properties, click on Configuration link, which will take you to new tab to authorize Intuit to securely share your data to DBSync QBRv3.

Click on Authorize to continue. Confirmation email will be displayed as "Your QuickBooks Online is now connected with the Profile. Please close this window now".

Go to DBSync Quick Start, all the QuickBooks Online Adapter Connection properties fields will be auto populated. Click on Save Properties of to save the settings. Click on Validate to confirm the QuickBooks Online connections settings are valid.

Running the Integration:

DBSync Integration of Salesforce & QuickBooks Online can be initiated by the following three methods.

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Using Salesforce custom buttons:

Salesforce custom buttons in Salesforce Accounts, Contacts and Opportunity can be used to update these specific records into QuickBooks as and when required. To set Auto run of integration, one of the next methods should be used.
Salesforce Custom Button Update Account to QBOE in Accounts Object is shown below.

Salesforce Custom Button Update Contact to QBOE in Contacts Object is shown below.

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Scheduler available in DBSync Account can be used to schedule the integration.
Login to DBSync account, click on Launch to go to DBSync profile page and click on Scheduler on the top right corner.

Select the integration profile and required process to auto run. Edit the Cron Settings to set the frequency of Auto run and Save Cron Job.

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