Recurring Transactions into Accounting System
Plug-in for DBSync for QuickBooks/Great Plains Integration
When an existing transaction like Invoice, sales order is updated with the new transaction details, such transactions are termed as Recurring Transaction. This module explains the step by step process involved in DBSync integration of Salesforce Opportunities as Recurring Transactions into accounting systems like QuickBooks and Great Plains.
Most of the steps are involved with Salesforce like enabling schedules for opportunity line items, installing DBSync Recurring Transactions Package and scheduling an apex class. After making all the necessary changes in Salesforce, DBSync must be enabled with Recurring Transactions mapping to run an integration, to successfully sync Salesforce Opportunity as Recurring Transaction into Accounting System.
Key Benefits:
Integrate Salesforce Opportunity as Recurring Transactions into Accounting System
Requirement:
Salesforce Adapter
QuickBooks Adapter
Great Plains Adapter
Provider:
DBSync for QuickBooks/Great Plains
https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t50000000PsN0&crc=1https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t50000000PsN0&crc=1
Note: Administrator Rights is required to perform the above steps.
http://help.mydbsync.com/docs/display/dbsync/3+-+Platformhttp://help.mydbsync.com/docs/display/dbsync/3+-+Platform
It is also necessary that Salesforce opportunity is created with the right parameters to sync Recurring Transactions into Accounting Systems.
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