Multicurrency in QuickBooks to Salesforce Integration

Integration from QuickBooks to Salesforce

If QuickBooks is enabled with Multi-Currency, then the following changes need to be made to the mappings in DBSync.

1. Log in to your DBSync account.

2. Ensure that the Salesforce and QuickBooks connectors are validated and that you have imported the QuickBooks Desktop/Online to Salesforce Accounts Receivable template.

3. Open the relevant project to view the available tasks. Select and open the relevant Task. You will see a list of available flows.

4. Open flow for Customer To Account sync. Open the Mapping for first transform&Write.

5. Open flow for QuickBooks transaction to Opportunity sync.

6. Add the mapping where target field = "CurrencyIsoCode" and add the following code under the source field:

IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"),
"USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"),
"GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"),
"EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))

1. Add the mapping where target field = "CurrencyIsoCode". Then, add the following code under the source field:

IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"),
"USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"),
"GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"),
"EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))

1. Open the mapping for QuickBooks Desktop/Online to Salesforce Receivable and add the same mapping as shown in the example above.

This completes the Multicurrency customizations.