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Integration from Salesforce to QuickBooks Online

If multicurrency is enabled in Salesforce and QuickBooks then, we need to make some changes in DBSync settings and mappings to achieve seamless integration with MultiCurrency.

Go to www.mydbsync.com and select Customer Login. Enter your Username and Password and click on Sign in. Click on Launch Development Studio, to launch the DBSync Project page.

Ensure that Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooks Online BiDirectional.

Click on Projects then, select and open the relevant Project. You will see the available processes. Select and open the relevant Process. You will see a list of available Workflows.

Open workflow SFQB_OpportunityToInvoice. Replace the reader query in the Advanced Query Builder with the following query and then, click on the Save & Close button.

Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c, Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__QuickBooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id,
Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity,
Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet,
Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry,
Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName,
Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name,
PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM
OpportunityLineItems) ,Opportunity.Account.AVSFQB__QuickBooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where
Opportunity.AVSFQB__Generate_Object__c = 'Invoice'

In the Rules section, you will see a list of 4 Rules. Open the map of the sequence no.1 Rule.

Add the following mapping in the mapping window and click on the Save & Close button.

Notes

=

{

ADDXML("<CurrencyRef>"+IF(VALUE("CurrencyIsoCode").equals("CAD"),"CAD",

IF(VALUE("CurrencyIsoCode").equals("USD"),"USD",

IF(VALUE("CurrencyIsoCode").equals("AUD"),"AUD",

IF(VALUE("CurrencyIsoCode").equals("GBP"),"GBP","EUR"))))+"</CurrencyRef>");

return "";

}

Now Open the map of the sequence no.2 Rule.
Add the following mapping in the mapping window and click on the Save & Close button.