DBSync Cloud Workflow (iPaaS)

2022

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Issue : The button "Sync Invoice To QBOE" doesn't work in Salesforce lightening 

Description: In Salesforce, Whenever you try to integrate Salesforce opportunity with QuickBooks Online as Invoice using the DBSync package button "Sync Invoice To QBOE" will not trigger the integration as the DBSync package which you are using may not be lightening compatible. 


Resolution : Follow the below steps to resolve this issue.

Step 1 : Upgrade the DBSync package to 1.25 from your current version, Use the DBSync package 1.25 link to install the package into your Salesforce instance. 
Step 2 : After the successful installation of the DBSync package versioned 1.25, Switch to Classic mode of Salesforce 
Step 3 : Edit the page layout of opportunity object, Under Quick Action search for the button "Sync Invoice To QBOE" as shown in following image. Drag the button to "Opportunity Detail Section" and save the form. 


Step 4 : Now again switch back to Lightening mode of Salesforce instance, Click on one of Opportunities to see the button "Sync Invoice To QBOE" as shown the in the following image.


Now use this button "Sync Invoice To QBOE " to push Salesforce opportunity to QuickBooks online as Invoice.









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