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For Integration from Salesforce into QuickBooks

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" - as opposed to Parent & Child records.

Login to DBSync accounts with user credentials to make changes or create hierarchy mappings. Once the user has logged into his/her DBSync account, then click on the Development Studio to go to the DBSync Project page.

Click on Projects page user will get a list of available projects and select the relevant project from the list.

Users will get a list of available processes under the project section. Click on the relevant process to see a list of available workflows.

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

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

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

Once all the properties are filled, copy all the mappings from the 'AccountToCustomer' mapping page.
Once the mappings are completed, add the following changes in the "Mapping page".

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!=''

Similarly, replace 'AccountToCustomer' query with the query below:

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

Once the user is done with all the above-mentioned changes, then "initiate the integration through web connector". 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.