2022
Salesforce & QuickBooks BiDirectional Template
- Go to www.mydbsync.com, click on Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to access DBSync Project page.
- Validate your connection settings for Salesforce & QuickBooks.
- Go to workflow Opportunity to invoice, in the Rules section open the map for Sequence No.2 and replace the mapping of VALIDATE ROW from "true" to "false".
- After making above changes, DBSync will not create jobs in your QuickBooks.
- The above procedure can be replicated for other mapping states like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.
Salesforce & QuickBooks Online Template
- Go to www.mydbsync.com, click on Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to access DBSync Project page.
- Validate your connection settings for Salesforce & QuickBooks Online.
- Go to the process SFQB_OpportunityToInvoice, open the workflow OpportunityToInvoice, open the map for Sequence No.2 and replace the mapping of VALIDATE ROW from "true" to "false".
- Now, open mapping for Sequence No 3 and make the following changes to Source and Target Mappings.
- Find target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy-pasting the following.
IF(ISEMPTY((String)SESSION_GET("CreateJobFlag")),LEFT(VALUE("Account/Name"),41),
LEFT(VALUE("Account/Name"),41)+":"+ LEFT(VALUE("Name"),41))
- This completes disabling of Jobs for your Salesforce & QuickBooks Online solution template.
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