Salesforce QuickBooks Online Integration

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

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.

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

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

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

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

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

          https://login.salesforce.com/packaging/installPackage.apexp?p0=04t600000001jUf

• Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

• It asks for username and password of the Salesforce instance where you would like to install DBSync. The username and password should have the administrative privileges to install.

• You can see details like App Name, Publisher, Version Name, Version Number along with Components & API Access details.

• If you want to install this package into admin account or into All Users or into specific profiles, select accordingly and then click on install / upgrade.

• Once installation is complete, you would see Installation / Upgrade Complete. 

• Now DBSync Page Layouts should be assigned for objects Accounts, Contacts, Opportunity, Opportunity Products and Products. Following steps can be referred to assign DBSync Page layout to Accounts Object. Existing Page Layout will be replaced by DBSync Page Layout. Any custom fields available in the existing page layout should be moved to DBSync Page Layout if required.

• Go to Salesforce Setup > Customize > Accounts > Page Layouts. This will show the list of available Page Layouts for Accounts Object. Click on Page Layout Assignment.

• You will find the list of default Page Layouts assigned for every Salesforce Profile. Click on Edit Assignment to proceed.

• Click on the Page Layout next to the required profile. Account Layout is the existing page layout for profile System Administrator and System Administrator is the profile that should be assigned with DBSync page layout. In this case Account Layout should be selected next to System Administrator.

• Select DBSync Account Layout from Page Layout To Use picklist. Page Layout will be changed from Account Layout to DBSync Account Layout. Click on Save to save the new page layout assignment.

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

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

• Login using to dbsync account, go to Company tab, click on edit to view DBSync Org Properties. Click on edit and replace the existing URL with https://dbsync01.appmashups.com/qboev3/login.m

• Go to Process Template tab in DBSync home page and click on SalesforceQuickBooksOnline:BiDirectional to include process template for Bi-directional Integration of Salesforce & QuickBooks Online.

• Click on Launch in My Home tab, you will see Project page in the next tab of your browser.

• Click on Projects on the left panel and then click on the project SalesforceQuickBooksOnline:BiDirectional

• Click on Connectors, you will see Salesforce & QuickBooks Online connectors. These connectors need to be configured as follows.

• Click on Salesforce Connector, select the appropriate End Point under Quick Setup tab. Click on Connect to Salesforce. This will take you to Salesforce login page. Enter your username & password to login to Salesforce. Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect in Quick Setup tab. Then, connect using the required Salesforce credentials.

• You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill in the Salesforce Username, Password & Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary changes in Advanced Properties and click on Validate Connection again.

• Click on QuickBooks Online Connector, click on the link Connect to QuickBooks. Sign in to QuickBooks online to authorize DBSync Salesforce Integration for QuickBooks to connect to Intuit.

• You can also connect to QuickBooks Online using Advanced Properties tab in QuickBooks Online Connector Settings.

• Go to Advanced Properties enter the details Application OAuth Key, Application OAuth Secret, User OAuth Key, User OAuth Secret, Realm Id, Datasource, OAuth Last Updated, OAuth URL.

• Click on Save to save the settings. Click on Validate Connection to confirm the QuickBooks Online connections settings are valid.

DBSync Integration of Salesforce & QuickBooks Online can be initiated by

• Using Salesforce custom buttons
• Using DBSync Scheduler

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.

• Salesforce Custom Button Update Opportunity to QBOE and Update Invoice from QBOE in Opportunities Object is shown below. 

Using DBSync Scheduler

• Scheduler available in DBSync Account can be used to schedule the integration & the details of scheduler is available in the below link http://help2.mydbsync.com/docs1/display/dbsync/Scheduler