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 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
In the Template Library, look for the integration template specifically designed for Salesforce Litify and QuickBooks Online.
Select the template and import it into your workspace.
Enter a name for the integration project:
After importing the template, you'll be presented with a setup form containing four simple steps.
Setup Process
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.
Setup Variables
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.
Click 'Next' to 'Run' to complete the Integration.
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'.
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 Online.
Make sure you ENABLE the required workflows before you run the integration.
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