SALEFORCE AND QUICKBOOKS INTEGRATION

Overview:

DBSync for Salesforce & QuickBooks Online Integration is an easy to use application to integrate
Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Online Customers, Items,
Invoice, Sales Receipt & Credit Memo. This is also useful to migrate historical QuickBooks Online
data into Salesforce or vice versa.
DBSync provides Bi-directional sync with pre-built field to field map along with flexibility for
more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling
DBSync customers to enjoy all the product updates and features with every new release.
Data Integration from QuickBooks to Salesforce is performed using DBSync where it is defined
as a process under a profile.
The application provides a pre-built field map along with a flexible advance mapping
capability and configuration capability. The application also has an automatic online
update so you never have to manually upgrade your application.

Process Map:

Salesforce to QuickBooks

Salesforce Quickbooks
Account/Contact Customer
Opportunity/OpportunityLineIte Job(Invoice,SalesOrder,SalesReceip
m ts,Estimate)
Product/PriceBook ItemService,ItemInventory,ItemNo
nInventory

QuickBooks to Salesforce

Quickbooks Salesforce
Customer Accounts
Customer Contacts
ItemInventory Products
ItemNonInventory Products
Invoice Opportunity
Estimate Opportunity
Sales Order Opportunity
Sales Receipt Opportunity
Credit Memos Opportunity
Business Process Flow

DBSync package (QuickBooks Integration) Installation in Salesforce:

1. Get the following App from AppExchange.

2. https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp
%3Fp0%3D04t600000001gWU&crc=1

3. You will be prompted to enter your Salesfore.com instance username and password. The username of
Salesforce.com should have the administrative privileges to install.
4. Next you verify the contents of the package in your Salesforce.com instance. Click on Next and then
click on Install and then Deploy Now on the following page.

5. Go to setup → Create → Objects menu to see whether “Invoice” object has ‘deployed’ status. If not,
click edit adjacent Invoice object, check on ‘Deployed’, and Save.

6. Go to setup → Customize → Account → Page Layout menu to add the ‘Quickbooks Id’,’QB Error’ field
on the page layout. Once the above mentioned fields are added to the page layout, click on Save button.

7. Go to setup → Customize → Contact → Page Layout menu to add the ‘Quickbooks Id’,’QB Error’,
‘QBName’ field to the page layout. Once the above mentioned fields are added to the page layout, click
on Save button.

8. Go to setup → Customize → Opportunity → Page Layout menu to add ‘Generate’, ‘Quickbooks

9. Go to setup → Customize → Opportunity Products → Page Layout menu to move ‘Quickbooks Id’ on
the Page Layout.

DBSync Profile Setup:

 Go to mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are
Salesforce & QuickBooks Online respectively.

 Login using to dbsync account, go to Company tab, click on edit to view DBSync Org Properties. Click
on edit and replace the existing URL with https://dbsync01.appmashups.com/qboev3/login.m
  Go to Process Template tab in DBSync home page and click on
SalesforceQuickBooksOnline:BiDirectional to include process template for Bi-directional Integration
of Salesforce & QuickBooks Online.
 Click on Launch in My Home tab, you will see SalesforceQuickBooksOnline:BiDirectional profile in the
next tab of your browser.
 Click on Quick Start to configure Salesforce & QuickBooks Adapters

Configure Salesforce Adapter:

Enter Salesforce Username, Password & Security Token. Click on Save Properties to save the settings.
Click on Validate to confirm the Salesforce connections settings are valid.
Configure QuickBooks Online Adapter:

Go to QuickBooks Online Connection properties, click on Configuration link, which will take you
to new tab to authorize Intuit to securely share your data to DBSync QBRv3.

Click on
Authorize to
continue.
Confirmation
email will be
displayed as
“Your
QuickBooks
Online is now
connected
with the
Profile.
Please close
this window
now”.

Go to DBSync Quick Start, all the QuickBooks Online Adapter Connection properties fields will be auto
populated. Click on Save Properties of to save the settings. Click on Validate to confirm the QuickBooks
Online connections settings are valid.
 Running
the

Integration:

DBSync Integration of Salesforce & QuickBooks Online can be initiated by the following three methods.
 Using Salesforce custom buttons:
 Using DBSync Scheduler:

Using Salesforce custom buttons: Salesforce custom buttons in Salesforce Accounts, Contacts and
Opportunity can be used to update these specific records into QuickBooks as and when required. To set Auto
run of integration, one of the next methods should be used. Salesforce Custom Button Update Account to
QBOE in Accounts Object is shown below.

Salesforce Custom Button Update Contact to QBOE in Contacts Object is shown below.
Salesforce Custom Button Update Opportunity to QBOE and Update Invoice from QBOE in
Opportunities Object is shown below.

Using DBSync Scheduler: Scheduler available in DBSync Account can be used to schedule the
integration. Login to DBSync account, click on Launch to go to DBSync profile page and click on
Scheduler on the top right corner.

Select the integration profile and required process to auto run. Edit the Cron Settings to set the
frequency of Auto run and Save Cron Job.