DBSync Cloud Workflow (iPaaS)

2022

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Salesforce & Quickbooks BiDirectional Template

  • Select Customer Login. Enter your User Name and Password and click Login Button. Click on Launch to access DBSync Integration Console.
  • In DBSync console click on Quick Start Link.




  • Validate your connection settings for Salesforce. Enter Your Salesforce Username and Password and click on Validate button.



  • Go to QuickBooks configuration, enter you QuickBooks file path and click on Save Properties Button.




  • Go to Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"


  • 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 Template

Disabling jobs in Quickbooks Online template requires one to access the dbsync console as it cannot be disabled via Quickstart window. The following section provides you step-by-step instruction on the same.

  • Login to your dbsync console as shown in the above Quickbooks desktop section.
  • Click on Manage--> edit link as shown below.

  • Once you are into the Process Builder page, open the SFQB_Opportunity2Invoice PDL either by double-clicking on the the PDL or by doing right-click and selecting Open as illustrated in the below screenshot.

  • Once you have opened the SFQB_Opportunity2Invoice PDL, click on the Opportunity2Invoice box as shown either by double-clicking on it or by doing a right-click and selecting Open from the menu.

  • Once you have opened the Opportunity2Invoice workflow, right-click on the mapping Sequence No 2 and select Properties from the menu as shown.

  • Scroll to the bottom of the page and click on the edit link to open the mapping in a new tab or a new window as shown.

  • Make the following changes to the Validate Row as "false" as shown.

  • Now, open mapping Sequence No 3 page the same way you opened Sequence No 2 and make the following changes to Source and Target Mappings.
  • Find target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy-pasting the following.
IF(ISEMPTY((String)SESSION_GET("CreateJobFlag")),LEFT(VALUE("Account/Name"),41),
LEFT(VALUE("Account/Name"),41)+":"+ LEFT(VALUE("Name"),41))

* The following screenshot illustrates the same.

  • This completes disabling of Jobs for your Salesforce & Quickbooks Online solution template.
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