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DBSync for Salesforce & QuickBooks Desktop Integration is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Customers, Items, Estimate, Sales Order, Invoice & Sales Receipt. DBSync is also useful to migrate historical QuickBooks 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

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Data flow of Bi-directional integration between Salesforce & QuickBooks Desktop is shown in the below table. Bi-directional integration enables inserting a new record as well as updating the existing record in either direction.

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OLE_LINK7 OLE_LINK7

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Process Map

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

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Pre-requisites for Integration

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

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• It is mandatory that SF Opportunity (to be integrated with QB Invoice) is associated with the respective SF Account & also should have Products with Standard Price Book attached to it for DBSync to invoke integration. Products should also have QuickBooks Item Type.

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DBSync package (QuickBooks Integration) Installation in Salesforce

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• Get the following App from AppExchange for your Salesforce instance.

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• Similarly assign DBSync Page Layout for Salesforce Objects Contacts, Opportunity, Opportunity Products and Products.

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DBSync Profile Setup

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• Go to www.mydbsync.com & register for Free Trial. 

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• Check the DBSync2-SalesforceQuickBooksBiDirectional check box and click on Update Selected button and sync will start and complete automatically. Auto-Run can also be used in Web Connector to run integration in regular intervals. For example, if you select 60 minutes, every 60 minutes integration will run by itself, provided Web Connector is open.   

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