Workflows and Functionality

DBSync's mapping, for Salesforce and QuickBooks integration, consists of multiple workflows with specific function. This section explains the functions of each workflow and its pre-requisites for the process template SalesforceQuickBooks:BiDirectional_v2. For details on DBSync platform's mapping terminology, refer to iPaaS section.

Functionality:

It creates custom fields “OpportunityId” , “SFLINEID” in QuickBooks Customer and Items respectively. It also creates Chart of Account “Other Income” in QuickBooks.

Pre-requisites:

At least one record should be present in Salesforce Accounts object.

Functionality:

It creates Customers in QuickBooks from Salesforce Accounts.

Pre-requisites:

QuickBooks Id=“Null”.

Functionality:

It creates Items in QuickBooks from Salesforce Products.

Pre-requisites:

QuickBooks Item Type = “Item Service”.

Functionality:

It creates Items in QuickBooks from Salesforce Products.

Pre-requisites:

QuickBooks Item Type = “Item Inventory”.

Functionality:

It creates Items in QuickBooks from Salesforce Products. 

Pre-requisites:

QuickBooks Item Type = “Item Non Inventory”.

Functionality:

It creates Items in QuickBooks from Salesforce Products. 

Pre-requisites:

QuickBooks Item Type = “Item Other Charge”.

Functionality:

It creates Items in QuickBooks from Salesforce Products.

Pre-requisites:

QuickBooks Item Type = “Item Discount”.

Functionality:

It creates Customer, Items, Invoice & Invoice Line Items in QuickBooks from Salesforce Opportunity.

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Invoice”

Functionality:

It updates the QuickBooks Line Id of QuickBooks Invoice Line Items in QuickBooks Id field of Salesforce Opportunity Product.

Pre-requisites:

End of Opportunity To Invoice State initiates Invoice Line Update State.

Functionality:

It creates Customer, Items, Estimate & Estimate Line Items in QuickBooks from Salesforce Opportunity.

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Estimate”.

Functionality:

It updates the QuickBooks Line Id of QuickBooks Estimate Line Items in QuickBooks Id field of Salesforce Opportunity Product.

Pre-requisites:

End of Opportunity To Estimate State initiates Estimate Line Update State.

Functionality:

It creates Customer, Items, Sales Order & Sales Order Line Items in QuickBooks.

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Sales Order”.

Functionality:

It updates the QuickBooks Line Id of QuickBooks Sales Order Line Items in QuickBooks Id field of Salesforce Opportunity Product.

Pre-requisites:

End of Opportunity To Sales Order State initiates Sales Order Line Update State.

Functionality:

It creates Customer, Items, Sales Receipt & Sales Receipt Line Items in QuickBooks.

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Sales Receipt”.

Functionality:

It creates Account in Salesforce from QuickBooks Customer.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Service.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Inventory.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Non-Inventory.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Other Charge.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Discount.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.

Functionality:

It updates/creates Account, Opportunity and Opportunity Product in Salesforce from QuickBooks Customer, Invoice and Invoice Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.

Functionality:

It updates/creates Invoice Information and Invoice Details in Salesforce custom object Receivables.

Pre-requisites:

Sync to Opp = “true”.

Functionality:

It updates/creates Account, Opportunity and Opportunity Product in Salesforce from QuickBooks Customer, Estimate & Estimate Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.

Functionality:

It updates/creates Estimate Information and Estimate Details in Salesforce custom object Receivables.

Pre-requisites:

Sync to Opp = “true”.

Functionality:

It updates/creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.

Functionality:

It updates/creates Sales Order Information and Sales Order Details in Salesforce custom object Receivables.

Pre-requisites:

Sync to Opp = “true”.

Functionality:

It creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

It updates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

Pre-requisites:

The last modified date or created date of QuickBooks record should be greater than the last successful run of DBSync.