2022
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Requirements:
Salesforce Adapter
QuickBooks Adapter
Provider:
DBSync for QuickBooks
Provide synchronization between QuickBooks to Salesforce. Data Integration from QuickBooks to Saleforce is performed using DBSync where it is defined as a process under a profile.
Salesforce QuickBooks
Sales Receipt & Sales Order
Credit Memos
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"Even with salesforce.com, before installing DBSync .I had to field several call a day from our salespeople asking: "how much did we sell this customer and what did we sell them". Now they get this information directly from salesforce.com. Also for the first time we have been able to implement a system where the salespeople are making collection calls on their own clients. This tool has made my life much simpler. When installing and deploying it DBSync went the extra mile to make sure we were satisfied. This is no "shrink wrapped" app; it will satisfy the most demanding customer."- Gustavo Morles on BodyWell Nutrition
Contents
Process Map
Business Process Flow
Installation
Salesforce
QuickBooks Setup
DBSync Setup
Test Drive
Troubleshooting
Appendix: Profile Setup
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Salesforce to QuickBooks.
Salesforce | QuickBooks |
Account/Contact | Customer |
Opportunity/OpportunityLineItem | Job(Invoice,SalesOrder,SalesReceipts,Estimate) |
Product/PriceBook | ItemService,ItemInventory,ItemNonInventory |
QuickBooks to Salesforce
QuickBooks | Salesforce.com |
Customer | Accounts |
Customer | Contacts |
ItemInventory | Products |
ItemNonInventory | Products |
Invoice | Opportunity |
Estimate | Opportunity |
Sales Order | Opportunity |
Sales Receipt | Opportunity |
Credit Memos | Opportunity |
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Note:
This is only used when you use Job in QuickBooks. If you are not using Jobs in QuickBooks, Contacts will not get updated as Contacts/Opportunity map to Jobs in QuickBooks
In case you are using Professional version then move "Product Name" and "QuickBooks Item Type" to the layout.
For Professional Version's not having products can use "Product Name" as a single quantity product line item in Invoice, estimate or sales order instead of having Products as in Enterprise edition
Note:
In case your salesforce.com instance uses Record Types, the "Generate" drop down might be disabled. To enable the "Generate" drop down, the page layout needs to have the right permissions setup. Contact your Salesforce.com admin if you need further assistance in enabling the "Generate" button.
Click on Invoices in the Related List Section and hit "edit properties" button. Select columns as Invoices, Invoice number, Total Invoice Amount, Payments, Balance, Days Outstanding, and Transaction Date. See the picture below for the column sequence:
Save the opportunity 'page layout'.
During the Sync process, Products get automatically created in case DBSync does not find it in QuickBooks. To create the products in the QuickBooks, each product needs to be mapped in an "Item" type. See the picture below:
Note:
Out of the box DBSync supports Products/Items in a flat structure and not in Hierarchy as Products in Salesforce.com is not Hierarchical. Please look at our Knowledge base for steps for handling hierarchies in Items from QuickBooks.
At this point, you have successfully completed your Salesforce.com instance setup.
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QuickBooks needs to be setup in case you do not want to create Jobs in QuickBooks for every Opportunity in Salesforce.com.
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Configuration Link
Password
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If you have problems setting up, please go to
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Salesforce Adpater
Configuration | Instructions |
Username | <<Username>> |
Password | <<Password>> |
EndPoint | |
Transport.compression | True/False |
sid | As Applicable |
ProxyHost | If you use a proxy server then put <<proxy ip or host>> |
ProxyPort | If you use a proxy server then put <<proxy ip or host>> |
ProxyUserName | If you use a proxy server then put <<proxy ip or host>> |
ProxyPassword | If you use a proxy server then put <<proxy ip or host>> |
acceptGzip | As Applicable |
sendGzip | As Applicable |
QuickBooks Adapter
Configuration | Instructions |
Filename | Point to the complete path to the location of your QuickBooks File. If its empty, the default open QuickBooks will be used in the integration. |
Pdl | Full Processdefinition file name used for Integration. |
Configuration Link | Link to download the file to connect to your QB web Connector. |
DBSync LLC
750 Old Hickory Blvd.
Bldg 2, Suite 150
Brentwood TN 37027
U.S.A
Email
sales@avankia.com
Phone/Fax
1-877-739-2818
Copyright @ 2010, DBSync LLC and/or its affiliates. All rights reserved. This document is provided for information purpose only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.
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