Salesforce Litify and QuickBooks Desktop

Introduction

DBSync for Litify and QuickBooks Desktop Integration is an easy to use application. It integrates Litify Customers, and Transaction with QuickBooks Desktop Customer, Vendor, Account, Bill, Purchase and Deposit. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data flow integration between Salesforce Litify and QuickBooks Desktop Integration is shown in the table below.

Salesforce Litify	Sync Direction	QuickBooks Desktop
Litify Transaction Party	→	Vendor/ Customer
Matter Number	→	Job
Transaction Bank Account/ GL Account	→	Account
Litify Transaction	→	Purchase, Bill, Deposit, Credit Card
Litify Group Transaction	→	Purchase, Bill, Deposit, Credit Card
Transaction CheckNumber, Status	→	Expense Payment

Process to Run the Integration

To utilize the pre-built template DBSync Salesforce Litify and QuickBooks Desktop follow the below steps:

1. In the Template Library, look for the integration template specifically designed for Salesforce Litify and QuickBooks Desktop.

1. Select the template and import it into your workspace.

2. Enter a name for the integration project.

3. After importing the template, you'll be presented with a setup form containing four simple steps.

Setup Process

1. On the "Connection Setup" tab, connect to the Salesforce application to grant access to our Salesforce Litify data and also establish a connection to QuickBooks Desktop for accounting data access.

Setup Variables

1. Here, you should define values for variables based on your company's specific use case. For example, you can select values for Salesforce Litify transaction creation variables, and transaction types (Purchase, Bill, Deposit) for data mapping between Salesforce Litify and QuickBooks Desktop.

2. Click 'Next' to 'Run' to complete the Integration. You will be redirected to the 'Task Screen'.

3. Click 'Configure' to access various workflows pre-built for the integration.

Pre-built Template and Workflows

The template downloaded from the library contains various workflows which can be enabled to run the integration between Salesforce Litify and QuickBooks Desktop.

Make sure you ENABLE the required workflows before you run the integration.