# Salesforce Opportunity to QuickBooks - Disabling Jobs

## Salesforce & QuickBooks BiDirectional Template <a href="#salesforceopportunitytoquickbooks-disablingjobs-salesforce-and-quickbooksbidirectionaltemplate" id="salesforceopportunitytoquickbooks-disablingjobs-salesforce-and-quickbooksbidirectionaltemplate"></a>

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)&#x20;
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 <a href="#salesforceopportunitytoquickbooks-disablingjobs-salesforce-and-quickbooksonlinetemplate" id="salesforceopportunitytoquickbooks-disablingjobs-salesforce-and-quickbooksonlinetemplate"></a>

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:

{% code overflow="wrap" %}

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

{% endcode %}

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


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