2022

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DBSync Configuration Settings for Salesforce Opportunity to QuickBooks Invoice only.

  • 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.
  • In DBSync console click on Quick Start Link.




  • Validate your connection settings for Salesforce. Enter Your Salesforce Username and Password and click on Validate button.



  • Go to QuickBooks configuration, enter you QuickBooks file path and click on Save Properties Button.




  • Go to Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"


  • In the same window scroll down and click on Edit Map for "Create Invoice from opportunity in QuickBooks" mapping. A New window will open.




  • In the Maps Section, scroll down and click on edit link for "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" Map. The mapping function will appear at the Bottom of the window.



  • Delete the Selected Text ( +":"+ LEFT(Value("Name"),41) ) in previous window and click on save Button.



  • Click on Close button on the top right corner to go to previous window.



  • After making above changes, DBSync will not create jobs in your QuickBooks; all Salesforce opportunities will be mapped as customers in QuickBooks.


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