2022
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- Click on Quick Start to configure Salesforce & QuickBooks Adapters
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Configure Salesforce Adapter:
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- 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.
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Configure QuickBooks Online Adapter:
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- 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.
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- Using Salesforce custom buttons:
- Using DBSync Scheduler:
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Using Salesforce custom buttons:
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- 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.
- Salesforce Custom Button Update Opportunity to QBOE and Update Invoice from QBOE in Opportunities Object is shown below.
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Using DBSync Scheduler:
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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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