• If Quickbooks Customer and Salesforce Account object has hierarchy structures enabled, then the following changes have to be implemented within your DBSync mappings / template to facilitate hierarchy mappings.

• Let's say Avankia & DBSync are Parent & Child Account respectively in Salesforce. Also Avankia & DBSync are the Customer & Job in QuickBooks respectively.

• The default mappings within DBSync standard template integrates the above Salesforce Account records as two separate Customer records  "Avankia" and DBSync" and not as Parent & Child records.

• Login to your DBSync account with the your credentials to make changes or create hierarchy mappings. Once you have logged into your DBSync account, click on Launch to Launch DBSync Project page.

• Click on Projects on the left panel, you will see list of available projects. Click on the relevant project.

• Now, you will see list of available processes under that project. Click on the relevant process. You will see list of available workflows.

• Click on Create New Workflow, enter the workflow name AccountToCustomer2 and Save.

• After Creating the workflow AccountToCustomer2, move this next to AccountToCustomer workflow.

• Open the AccountToCustomer2 Workflow to add Trigger and Rule properties from AccountToCustomer workflow.

• Once all the properties are filled, copy all the mappings from AccountToCustomer mapping window.

• Once the mappings are completed, add following changes in the Mapping window.

Target == "CustomerAddRq/CustomerAdd/ParentRef/FullName"

Source Field == "VALUE("Parent/Name")"

• Now use the following query in AccountToCustomer2 Trigger using Advanced Query Builder.

select {!.} from Account where AVSFQB__Quickbooks_Id__c = '' and Parent.Name!='' 

• Similary replace AccountToCustomer query with the below query.

 select {!.} from Account where AVSFQB__Quickbooks_Id__c = '' and Parent.Name ='' 

• Once you are done with all the above mentioned changes, run the sync and data will be integrated into Quickbooks with their respective hierarchies in place as shown below.

• This concludes Account hierarchy mappings for the data-flow from Salesforce into Quickbooks.