Multicurrency in Salesforce - QuickBooks Desktop Integration

Integration from Salesforce to QuickBooks

If multicurrency is enabled in Salesforce and QuickBooks, then we need to make some changes in DBSync settings and mappings to achieve seamless integration with MultiCurrency.

1. Log in to your DBSync account.

2. Ensure that Salesforce and QuickBooks connectors are validated and that you have imported the Salesforce to QuickBooks Desktop Order to Cash Integration 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. Click on configure for Salesforce to QuickBooks Desktop Transaction. Replace the reader query in the Advanced Query Builder with the following query and then click on the Save button.

SELECT Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c,
Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__QuickBooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id,
Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity,
Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet,
Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry,
Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName,
Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name,
PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM
OpportunityLineItems) ,Opportunity.Account.AVSFQB__QuickBooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where
Opportunity.AVSFQB__Generate_Object__c = 'Invoice'

1. Open the map of the First Transform & Write under Salesforce to QuickBooks Desktop Transaction flow.

2. Add the following mapping in the mapping window and click on the Save & Close button.

CustomerAddRq/CustomerAdd/CurrencyRef/FullName = IF(VALUE("Account/CurrencyIsoCode").equals("USD"),"US Dollar",IF(VALUE("Account/CurrencyIsoCode").equals("GBP"),"British Pound Sterling",IF(VALUE("Account/CurrencyIsoCode").equals("EUR"),"Euro",IF(VALUE("Account/CurrencyIsoCode").equals("CAD"),"Canadian Dollar",""))))

Add the same mapping to the following flows as well if you are using these workflows in Integration:

• SalesOrder

• SalesReceipt

• Estimate

• CreditMemo