Salesforce & Quickbooks BiDirectional Template

DBSync Configuration Settings for Salesforce Opportunity to QuickBooks Invoice.

• 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"

• After making above changes, DBSync will not create jobs in your QuickBooks.
• The above procedure can be replicated for other mapping states like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.

Salesforce & Quickbooks Online BiDirectional Template.