Salesforce to QuickBooks Desktop Custom Field Integration on Customer/Vendor

Issue: Salesforce custom field to QuickBooks custom field.

Root Cause: Requirement on mapping Quickbooks desktop custom field on Customer entity

Solution:

Let’s go through a used case where in we have to sync a Salesforce standard/custom field to QuickBooks Custom field on either customer/vendor entity.

We have a field “Client Name” created in Salesforce which has to be synced to a custom field “CLIENT NAME” in QuickBooks desktop under Customer

• Create custom field in QuickBooks Just by clicking Edit-> Define fields under Additional info tab on the Customer layout as shown below:
  
  
  

  • Login in to mydbsync.com using your DBSync credentials                         

  • Create a rule under the desired workflow, select the target as DataExt and perform Mapping and Writer as Follows

     
    

• Mapping

Seq 1: Client Name in SF to Client Name in QB

In the above mappings,

• DataExtName is the name of the custom field in QuickBooks

• DataExtValue is the value of salesforce field

• ListDataExtType the name of entity in QuickBooks where the custom field is added

• ListObjRef/FullName or ListObjRef/ListID are the reference fields in QuickBooks .We can use either of the mapping

OwnerId is default to 0