Salesforce Litify and QuickBooks Online

Introduction

DBSync for Litify and QuickBooks Online Integration is an easy to use application. It integrates Litify Customers, and Transaction with QuickBooks Online 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 Online Integration is shown in the table below.

Salesforce Litify	QuickBooks Online
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

DBSync Profile and Application Setup

• Go to www.mydbsync.com & register for Free Trial. Ensure that Source and Target Adapters are Litify and QuickBooks Online respectively.

• Login to DBSync Cloud Workflow

• Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:

• Provide your 'User Name' and 'Password' setup during signup and click 'Login'.

• You will be redirected to DBSync Cloud Workflow Home Screen as shown below

• Click the Apps icon from the left navigation toolbar to add desired applications

• Click on Salesforce Connector and choose 'Login to Salesforce'

• You will get a pop-up to confirm your Salesforce - Username and Password. Enter Credentials, accept T&C and click 'Login' as shown below:

• Click on QuickBooks Online Connector. Then, click on the link Connect to QuickBooks. Sign into QuickBooks online to authorize DBSync for QuickBooks to connect to Intuit.

• Click 'Save' and 'Test Connection'.

• You are now ready to run the integration using pre-built forms.

OR you can establish a connection with your application during the template import process. The initial step of the Setup Wizard involves linking to your applications.

Process to Run the Integration

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

First Step you need to Select the Integration Template

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

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

3. Enter a name for the integration project:

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

Setup Process

1. On the "Connection Setup" tab.

In this step we should Connect to our Salesforce application to grant access to our Salesforce Litify data and also establish a connection to QuickBooks Online for accounting data access.

2. Setup Variables

3. • 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 Online.

3. Click 'Next' to 'Run' to complete the Integration.

4. Finally, navigate to the "Scheduling and Automation" step.

We need to Set up scheduling parameters for automated integration between Salesforce Litify and QuickBooks Online. Here there are different intervals such as minutes, hours, days, or weeks. And also we can customize the schedule as needed.

You will be redirected to the 'Task Screen'.

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

2. Or Run the integration from ‘Run’.

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 Online.

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