Salesforce and Quickbooks Online Integration Using DBSync

Salesforce and Quickbooks Online Integration Using DBSync
On February 7, 2020, Posted by , In Integration

DBSync act as a two-way connector among Quickbooks online and salesforce integration, simple to utilize the application to integrate Salesforce Accounts/ Contact, Product, and opportunity with Quickbooks Online Customers. It is also useful to relocate historical data in Quickbooks online through salesforce and vice versa.

Also check: Salesforce and Quickbooks Desktop Integration Using DBSync

DBSync allows two-way sync with field-to-field map and also manage compound and dynamic mapping. It also acts as an online updater, which enables customers to keep on update different features that are available in the new release.

Here are the steps by steps guidance for Salesforce and Quickbook Integration by DBSync…

Basic Requirements are listed below:-

Here are the steps for Integration:-

  1. As the DBSync package is installed in Salesforce Org, create a new account. After that click on Edit layout and drag few Custom Fields( Integration, Quickbook Id, ) and a Custom Button(SF Account >> QBO Customer). Then click on Save. Now go to the Integration field and select Request Sync and Save the Account.
  2. Account creation

  3. Open “https://www.mydbsync.com” and click to My Account -> Customer Login, you will see the below screenshot. Then go to the customer login.
  4. Online dbsynclogin

  5. And simply click on “Create An Account”.
  6. login form

  7. Go to the “Template Library” Tab and then click the link: “SalesforceQuickBooksOnline: BiDirectional.”
  8. template library

  9. We will get this screen for Quickbook and Salesforce connection.
  10. connectors

  11. From Connectors, click on QuickBooks. Fill details and click on Save Button and we will get this confirmation screen.
  12. quickbook setting confirm

  13. Then click on Salesforce under Connectors, and go to Advanced properties.
  14. salesforceconnection

  15. Fill details and click on Save Button and we will get this confirmation screen.
  16. salesforceconnection confirm

  17. Then, click on Processes under Connectors and click on SFQB_AccountToCustomer .
  18. processes

  19. Click on Edit from AccountToCustomer rule.
  20. AcctocustEdit

  21. Then, set fields accordingly, and click on Save and Close button.
  22. mapping Save

  23. Then, click on Save Workflow.
  24. Save Workflow

  25. It will pop up a Success message.
  26. save workflow confirm

  27. Then, click on Run Now.
  28. run now

  29. Now go to this link https://quickbooks.intuit.com/login/ to create a QuickBooks account and SignIn with Email.
  30. quickbook login

  31. It will take us to Quickbook Online.
  32. quickbook ide

  33. From Sales click on Customers.
  34. quickbook customers

  35. It will get us list of Customers.
  36. customers

  37. When clicked on Customer name we will get a dedicated Customer screen.
  38. customer page

We can configure this for other selections also like:-

  • Salesforce Account/Contact to QuickBooks Customer/Contact
  • Salesforce Opportunity Name to QuickBooks Job Name
  • Salesforce Opportunity & Product Name to QuickBooks Invoice & Line Item
  • Salesforce Opportunity & Product Name to QuickBooks Sales Receipts & Line Item
  • Salesforce Product Name to QuickBooks Items
  • QuickBooks Payment on Invoice to Salesforce DBSync Invoice.

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