2022
DBSync Integration of Salesforce & QuickBooks Online can be initiated by the following three methods.
- 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.
Login to DBSync account, click on Launch to go to DBSync profile page and click on Scheduler on the top right corner.
Select the integration profile and required process to auto run. Edit the Cron Settings to set the frequency of Auto run and Save Cron Job.
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