Salesforce Opportunity to QuickBooks - Disabling Jobs

Salesforce & QuickBooks BiDirectional Template

1. Log in to your DBSync account.

2. Validate your connection settings for Salesforce and QuickBooks.

3. Navigate to flow Opportunity to invoice flow. In the Transform&Write section, open the map for Sequence No.2. Then, replace the mapping of Process Records When from "true" to "false".

4. After making the above changes, DBSync will not create jobs in your QuickBooks.

5. The above procedure can be replicated for other mappings - like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate, and OpportuintyToCreditMemo.

6. Open mapping for the Invoice and make the following changes to the source and target mappings.

7. Find the target field "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41)

8. Open Mapping for Invoice update and make the following changes to the source and target mappings.

9. Find the target field "InvoiceModRq/InvoiceMod/CustomerRef/FullName" and replace the source code by copy and paste the following: LEFT(VALUE("Account/Name"),41)

Salesforce & QuickBooks Online Template

1. Login to your DBSync account.

2. Validate your connection settings for Salesforce and QuickBooks Online.

3. Navigate to Task for SalesForce to QuickBooks OpportunityToInvoice. Open the flow OpportunityToInvoice. Then, open the map for Sequence No.2 and replace the mapping of Process Records When from "true" to "false".

4. Open mapping for Invoice sync and make the following changes to Source and Target Mappings.

5. Find the target field "CustomerRef" and replace the source code by copy and paste the following:

IF(ISEMPTY((String)SESSION_GET("CreateJobFlag")),LEFT(VALUE("Account/Name"),41),
LEFT(VALUE("Account/Name"),41)+":"+ LEFT(VALUE("Name"),41))

This completes disabling Jobs for your Salesforce and QuickBooks Online solution template.