Salesforce QuickBooks Unidirectional Sync Using BiDirectional Profile

• Click on Customer Login in www.mydbsync.com and enter the registered user name and password to sign in, then click on Launch to Access DBSync Project Console.

• In the Project console, click on Template Library on the left panel. List of DBSync will be displayed.

• Choose your template according to the connectors you have. In this Demo I will be using "Salesforce & QuickBooks Bidirectional" Template. Click on Try Now Button next to SalesforceQuickBooks:BiDirectional. 

• A new Project will be added in Project section with the Template Name.
  

• Click on the template SalesforceQuickBooks:Bidirectional, click on the connectors. You should have Salesforce & QuickBooks connectors. Ensure that both the connector settings are validated.

• You can refer the below link for the details on configuring DBSync with Salesforce and QuickBooks Desktop.  http://help2.mydbsync.com/docs1/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector

• Go to the newly added project SalesforceQuickBooks:Bidirectional, click on the available process.

• You will see list of workflows. Each workflow will have Trigger & Rules.

• Default mappings are listed in the rule of each Rule. You also have the capability to create custom mappings as per your business.

• You can choose to use or not to use a specific workflow. Status of workflow can be either On or Off. Based on the business process & the integration requirement you can choose which one to keep On. If you want to keep the dataflow moving from Salesforce Opportunity to QuickBooks Invoice, OpportunityToInvoice status should be ON. 

• The following workflows should be kept on based on the integration requirement to keep Salesforce a master database for uni-directional integration.
  • AccountToCustomer
  • ProductToItemService
  • ProductToItemInventory
  • ProductToItemNonInventory
  • ProductToOtherCharge
  • ProductToDiscount
  • OpportunityToInvoice
  • OpportunityToEstimate
  • OpportunityToSalesOrder
  • OpportunityToSalesReceipt

• The following workflows should be kept on based on the integration requirement to keep QuickBooks a master database for uni-directional integration.
  • CustomerToAccount
  • ItemServiceToProduct
  • ItemInventoryToProduct
  • ItemNonInventoryToProduct
  • ItemDiscountToProduct
  • ItemOtherChargeToProduct
  • InvoiceToOpportunity
  • InvoiceToInvoice
  • EstimateToOpportunity
  • SalesOrderToOpportunity
  • SalesReceiptToOpportunity

Run Integration

• Once you are done with the mappings, you can run the integration using scheduler or QuickBooks WebConnector.

• If you are using QuickBooks Webconnector 'Auto Run' in QB web connector must be used to run integration on a fixed interval. To run the integration manually, 'Update Selected' in QB web connector must be used.

• You can also use DBSync scheduler to schedule the Integration Run. The details are available in the following link http://help2.mydbsync.com/docs1/display/dbsync/Scheduler