Multicurrency in Salesforce - QuickBooks Desktop Integration

Integration from Salesforce to QuickBooks

If multicurrency is enabled in Salesforce and QuickBooks, then 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 Automated Tasks. Select and open the relevant Automated Task. You will see a list of available flows.

4. In the Salesforce to QuickBooks Desktop Transaction flow, click Configure for the Query Action and add the following field in the Advanced Query Builder and click Save.

Opportunity.Account.CurrencyIsoCode

1. Open Map for the first Transform & Write under Salesforce to QuickBooks Desktop Transaction flow.

2. Add the following mapping in the mapping window and click Save. Then Close.

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",""))))