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Multicurrency in Salesforce QuickBooks Integration
- If multicurrency is enabled in Salesforce and QuickBooks then we need to make some changes in DBSync settings and mappings to achieve seamless integration with MultiCurrency.
- Go To www.mydbsync.com select Customer Login. Enter your User Name and Password and click Login Button.
- Click on Launch in the Console area of MyHome Page to launch DBSync integration console.
- In DBSync console click on Edit Link from Manage Toggle Button.
![](/docs/download/attachments/3932203/Edit%20Profile.png?version=1&modificationDate=1299501022000&api=v2)
- Click on Edit link for Salesforce Adapter. Enter Salesforce User Name and Password and click on Save Properties button. Click on Validate button to validate the Adapter.
![](/docs/download/attachments/3932203/Edit%20Salesforce%20Adapter.png?version=1&modificationDate=1299501049000&api=v2)
- Click on Edit Link for QuickBooks Adapter. Enter QuickBooks File Path in file text box and click on Save Properties.
![](/docs/download/attachments/3932203/Edit%20QuickBooks%20Adapter.png?version=1&modificationDate=1299501078000&api=v2)
- Double Click or Right Click ? Open on the BiDirectionalSync Process to open it for editing.
![](/docs/download/attachments/3932203/BiDirectional%20Sync%20Process.png?version=1&modificationDate=1299501105000&api=v2)
- If you are using SalesforceQuickBooksBiDirectional profile, you will find a list of states with control flow on process Builder Screen. Double click on OpportunityToInvoice State to open it for editing.
![](/docs/download/attachments/3932203/worddav7d30ad3a47f5a11672728dc6d5e29671.png?version=1&modificationDate=1299500797000&api=v2)
- Right Click ? Properties on Reader for Opportunity as highlighted below:
![](/docs/download/attachments/3932203/worddav42f610f3f2ef8657de6aad4f1b1b2d4e.png?version=1&modificationDate=1299500798000&api=v2)
- Replace the reader query in the properties window with following query and click on Save button. Both the screenshots before and after entering the query is shown below.
- SELECT Opportunity.Id,Opportunity.AVSFQB_Primary_Contactr.FirstName,Opportunity.AVSFQBPrimary_Contactr.LastName, Opportunity.AVSFQBPrimary_Contactr.Email,Opportunity.AVSFQBQuickbooks_Idc,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id,Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity,Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet,Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry,Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName,Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name, PricebookEntry.Product2.ProductCode, PricebookEntry.Product2.Name,PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQBQuickBooks_ItemTypec FROM OpportunityLineItems) ,Opportunity.Account.AVSFQBQuickbooks_Idc,Opportunity.AVSFQBGenerate_Objectc FROM Opportunity where Opportunity.AVSFQBGenerate_Object_c = 'Invoice'
![](/docs/download/attachments/3932203/worddav6c23d1b0d27483508663a9a6493d71ff.png?version=1&modificationDate=1299500799000&api=v2)
![](/docs/download/attachments/3932203/worddave91237dbaa8fa3c0af55778d5893ce4a.png?version=1&modificationDate=1299500801000&api=v2)
- Right Click ? Properties on Map:SFToQB with sequence number 1 and click on Edit link to open the mapping screen.
![](/docs/download/attachments/3932203/worddav1f398f92818202988d5696b15033f0b7.png?version=1&modificationDate=1299500802000&api=v2)
![](/docs/download/attachments/3932203/worddavf48ddf3d35b277c87f73a12b73353549.png?version=1&modificationDate=1299500802000&api=v2)
- Add the following mapping in the mapping window and click on Save button.
CustomerAddRq/CustomerAdd/CurrencyRef/FullName |
= |
IF(VALUE("Account/CurrencyIsoCode").equals("USD"),"US Dollar",IF(VALUE("Account/CurrencyIsoCode").equals("GBP"),"British Pound Sterling",IF(VALUE("Account/CurrencyIsoCode").equals("EUR"),"Euro",IF(VALUE("Account/CurrencyIsoCode").equals("CAD"),"Canadian Dollar","")))) |
![](/docs/download/attachments/3932203/worddavf940367d274071b0ceda10d5568fea90.png?version=1&modificationDate=1299500803000&api=v2)
- By adding the above mapping we make sure that all customers are set to right currency and thus generating the invoice and other transactions in the same currency as Salesforce.
- Add the same mapping to following states as well, If you are using these states in Integration
- OpportunityToSalesOrder
- OpportunityToSalesReceipt
- OpportunityToEstimate
- OpportunityToCreditMemo
- RecurringInvoices
- RecurringEstimate
- RecurringSalesOrder
- RecurringSalesReceipt
- RecurringCreditMemo
- Now your DBSync is enabled to handle Multi Currency in Integration.