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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.
![](/docs/download/attachments/2490379/Quickstart.png?version=2&modificationDate=1308581524000&api=v2)
- Validate your connection settings for Salesforce. Enter Your Salesforce Username and Password and click on Validate button.
![](/docs/download/attachments/2490379/Quickstart1.png?version=2&modificationDate=1308582509000&api=v2)
- Go to QuickBooks configuration, enter you QuickBooks file path and click on Save Properties Button.
![](/docs/download/attachments/2490379/worddav68b1bea99714e9472b3be8393dd7bfbc.png?version=1&modificationDate=1291101800000&api=v2)
- Go to Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"
![](/docs/download/attachments/2490379/worddavdb5316d8d2f82a7f1b51625f41dc2ae2.png?version=1&modificationDate=1291101801000&api=v2)
- 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.