Go to www.mydbsync.com. Click on CustomerLogin. Enter your Username and Password. Then, click on Sign in. Click on Launch to access Development Studio.
Validate your connection settings for Salesforce and QuickBooks.
Go to workflow Opportunity to invoice. In the Rules section, open the map for Sequence No.2. Then, replace the mapping of VALIDATE ROW from "true" to "false".
After making the above changes, DBSync will not create jobs in your QuickBooks.
The above procedure can be replicated for other mappings - like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.
Open mapping for sequence/rule no. 6 and make the following changes to the source and target mappings.
Find the target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41)
Open Mapping for sequence/rule no. 8 and make the following changes to the source and target mappings.
Find the target field "InvoiceModRq/InvoiceMod/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41)
Salesforce & QuickBooks Online Template
Go to www.mydbsync.com. Click on CustomerLogin. Enter your Username and Password. Click on Sign in. Click on Launch to access the Development Studio.
Validate your connection settings for Salesforce and QuickBooks Online.
Go to process SFQB_OpportunityToInvoice. Open the workflow OpportunityToInvoice. Then, open the map for Sequence No.2 and replace the mapping of VALIDATE ROW from "true" to "false".
Open mapping for Sequence No 4 and make the following changes to Source and Target Mappings.
Find the target field "CustomerRef" and replace the source code by copy and paste the following: