Integration from Quickbook Desktop to Salesforce Using DBSync - Step By Step

Avnish Yadav

1 Sept, 2018

I am posting this blog because I faced many problems while Integrating salesforce to QuickBooks or vice versa using DBSync. Here, I will be showing step by step guide for setup your integration.

Requirement:-

Salesforce Account
Quickbook Desktop must be installed.
DBSync Account.
Manage Package - DBSync QuickBook integration Version 1.25

Steps by Step for Integration:-

Step 1 - Download and Install Quickbook Desktop Pro from official website of Quickbook.

Step 2 - Open “https://www.mydbsync.com” and click to My Account -> Customer Login.

Step 3 - Click on “Create An Account”.

Step 4 - Select your Source as “Quickbook” and Select your Target as “Salesforce”.

Step 5 - Choose your Package. (I’m choosing trial version). Then click “Start here”.

Step 6 - It will show you “Install Package on Salesforce and Get Started with Free Version”. Click on it.

Step 7 - Install the package by login into Salesforce Account and “Install for All User”.

Step 8 - Back to Step 3 on DBSyn.com and Fill the detail and register for the Account.

Step 9 - Connect your Salesforce org by click “Connect to Salesforce” and a popup will appear login with your salesforce Credential. And then click “Next”

Step 10 - Choose Following as described below:-

QuickBooks Type - QuickBooks Online

QuickBooks file - Location(You will get the location by clicking F2 on your Quickbook Desktop Company Home Page)

QuickBooks Version - 2014 or Never

Then Click Save. And after that reveal you WebConnector Password (Remember this password) and Click on “Download Web Connector”. It will download a **.qwc file.

Step 11 - Open QuickBooks Web connector By Clicking File -> Update Web Services on QuickBooks Desktop.

Step 12 - Quickbook WebConnector is open and Click on “Add an Application” and then add **.qwc file from your download and following pop will appear -

Click on OK on the Authorization screen.
Select the option ‘Yes, Always; allow access even if QuickBooks is not running’and click on continue.
Click on Done.

Now enter your password, which you will get from DBSync console.

Step 13 - Click on Update it will Sync following objects after completion of 100%.

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

Thanks.

salesforce