Salesforce QuickBooks Custom Field Mapping

• Create few custom fields in Product Object of Salesforce named as
  • Item Type Text
  • Reorder QuantityNumber
  • Weight Text

• Create the same fields in Item of QuickBooks.

• Go To www.mydbsync.com select Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to launch DBSync integration console.

• In DBSync console click on Edit Link from Manage Toggle Button.

• Click on Edit link for Salesforce Adapter. Enter Salesforce User Name and Password and click on Save Properties button. Click on Validate button to validate the Adapter.

• Click on Edit Link for QuickBooks Adapter. Enter QuickBooks File Path in file text box and click on Save Properties.

• Double Click or Right Click\Open on the BiDirectionalSync Process to open it for editing.

• If you are using SalesforceQuickBooksBiDirectional profile, you will find a list of states with control flow on process Builder Screen. Double click on ProductToInventory State to open data flow as highlighted below.

• Right Click on Properties on Map to open the mapping properties.

• Click on Edit link for **********_map.xml file to open the mapping screen.

• The mapping screen contains all the default mappings as shown below.

• You can add a new mapping by Entering the target field path in target field followed by the VALUE("ColumnApiName")in description field and clicking Save button. An Example of the mapping is shown below:

• Similarly add the rest of the mappings as shown below
  • ItemInventoryAddRq/ItemInventoryAdd/ItemType =VALUE("Item_Name__c")
  • ItemInventoryAddRq/ItemInventoryAdd/ReorderQuantity =VALUE("Reorder_Quantity__c")
  • ItemInventoryAddRq/ItemInventoryAdd/Weight = VALUE("Weight__c")

• Once done click on the close button to close the on top right. Move to Previous window (Data Flow screen) and click on Save & Close button on the top right. This will save the BiDirectional sync profile.

• Go to Windows Start ? Programs ? QuickBooks ? Web Connector.

• Web connector is launched with the selected integration profile. Select the integration profile/profile Name, Enter DBSync password and finally click on "Update Selected" to perform the sync. The Custom Fields in QuickBooks will be populated with Data in Salesforce.

• Check your Salesforce and QuickBooks Instance for updated data.