[sid.g_87]

6 years, 10 months ago in reply to: Use DBSync to batch update email addresses for accounts in QBOnline? #5666

Tamsin with related to above query please find below suggestions.

1) I look at using DBsync to batch sync the email addresses for accounts across to QBOnline, so that we can send straight out of there? (If so, how? I have read the manual and can see that it is possible, but not HOW.)

On the Opportunity layout you have Primary Contact, if you enter the value in that than the respective contacts email ID will sync over to QBOE when new customers gets inserted, from there you can send invoices customers.If you want to update the customers information in quickbooks then it requires little mapping changing and also we need look into your DBSync account, for that contact support at support@mydbsync.com

2) Export my data from SF, mess around with it in a spreadsheet and then update QB from my spreadsheet?

You can update the email address information in QB through spreadsheet.Please note as long as your updating the Information to existing customers it will not be problem but if you create new records through spreadsheet the ids will be generated and hence it will mess the sync.

3) Build an invoice template in SF based on Receivable so I can create the invoice document in SF (using SDocs)

Yes you can create the doc using the information which is there in the receivables(You can refer to detail field which contains information of the respective invoice i,e customer name,address and the line items information in the xml format).Build the email template using that you can send invoices to clients.If you want this to be done by DBSync side then it comes under customization , to raise request contact support at support@mydbsync.com

As you want to handle the mail notification through Salesforce I would suggest third Option.

[sid.g_87]

7 years ago in reply to: Invoice are not creating in Quickbooks. #5652

When you are using LEFT function in the mappings, then compulsory need to specify the number of characters to be consider from left. That would resolve your issue.
For example, find the mapping below.
Mapping:
InvoiceAddRq/InvoiceAdd/InvoiceLineAdd/ItemRef/FullName =LEFT(VALUE(“PricebookEntry/Product2/Name”),31)

[sid.g_87]

7 years, 5 months ago in reply to: Error while Updating Quickbooks Invoice/Payment #5644

You and other user logged into your account at the same time and tried to modify from both side.Please refer the below link for further information.

https://community.intuit.com/questions/1177245-error-message-you-and-another-user-were-working-on-this-at-the-same-time-the-other-user-finished-before-you-did-so-your-work-was-not-saved

[sid.g_87]

7 years, 5 months ago in reply to: Business Validation Error #5643

In QuickBooks online the maximum character allowed is 31.As the you tried entering 32 character by default it throws error.To avoid that error you have to enter equal or less than 31 characters.

[sid.g_87]

7 years, 5 months ago in reply to: Business Validation Error: One or more transaction lines do not have a tax code associated with it. Please assign a tax #5641

In the settings you have enabled the Tax value should be there when creating invoices for each line-item.If you want the Zero tax then in DBSync we can hard code the value or if you want the specific value for different values then the mappings needs to be done and it will comes under customization.

[sid.g_87]

8 years, 7 months ago in reply to: Open balance update #5620

With respect to your question certainly we can do that without any issues. Its comes under customization contact the salesrep for the further communications.

[sid.g_87]

8 years, 7 months ago in reply to: Generate field is not showing any values to be select. #5619

With respect to the above question follow the below steps to get those options in page layout.
• Login to your salesforce account
• Click on set up
• On the left hand side click on the customize in that select opportunities
• In the opportunities you can see the record types click on that after that click on the record type name
• There you can see the generate field click on that select Invoice, Salesorder, Estimate, add them and save it. You will get the Options in the Generate filed.

[sid.g_87]

8 years, 7 months ago in reply to: Waiting for response #5618

With respect to your question, that error might come because you have not attached the products for that opportunity. So to create invoice in Quickbooks products should be there. Attach products for that particular opportunity and run the sync. If you still face the issue contact DBSync support.

[sid.g_87]

8 years, 7 months ago in reply to: Inactive Customers #5617

With reference to your question, yes DBSync update the fields back to Salesforce which are inactive in Quickbooks for that we need to change Query contact DBSYnc support.

[sid.g_87]

8 years, 9 months ago in reply to: Error in split line items #5581

With reference to above question, to resolve the issue do select “PurchaseTaxInclusive” option in QuickBooks online items.

[sid.g_87]

8 years, 9 months ago in reply to: Web Connector configuration #5580

With respect to the above question, since the location and company name has been changed we need to reconfigure the web connector and it won’t create any duplicates as it is the same company file.
To configure the web connector follow the steps mentioned in the below link
http://help.mydbsync.com/docs/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector

[sid.g_87]

8 years, 9 months ago in reply to: Products are not syncing #5579

With reference to above question, I understand that you would like to know whether the sales price you have entered for the product which contains integer and character will be synced over to QuickBooks as is. Sales price field in SalesForce accepts both integer and character value, say if you have product ABC and sales price is 4E-3 it is acceptable in SalesForce, however QuickBooks does not allow this and only integer values are accepted. So kindly rename the field and run the sync.

[sid.g_87]

8 years, 9 months ago in reply to: SalesForce product name contain (:) #5578

With reference to your question, I understand that you have products in Salesforce, those products contains colon in theproduct name. QuickBooks uses the colon punctuation to differentiate between the product hierarchy like parent product and child product. So we will not be able to sync products which contains colon in product name without hierarchy into QuickBooks. If your DBSync instance has been customized to implement this functionality then there will be no issues, else kindly get in touch with us and we will be able to help you with this.
You can send us an email with your request to: support@mydbsync.com

[sid.g_87]

8 years, 9 months ago in reply to: Email notification #5577

With reference to your question, we believe you would like to get email notifications from DBSync when error occurs. Kindly follow the below steps to activate the email notification feature.

1. Login to your DBSync account using the below given link:

https://app03.mydbsync.com/appcenter/login

2. After logging-in click on the launch button (Green button) it will take you to the project page.

3. Once you are in project page click edit on the specific project.

4. Once you click edit on the project name it will take you to the process page.

5. In the process page on the right hand side you should get the properties box under that give your email ID under the Email Field and click on save.

With reference to your question, we believe you would like to disable the email notifications that you get from DBSync when the sync breaks due to an error. Kindly follow the below steps to disable the email notification feature.

1. Kindly follow the above steps until step 5. In this step you will be having your email ID in the properties box which is right hand side to you. Remove the email ID from the Email field and save it.

[sid.g_87]

8 years, 10 months ago in reply to: Speed up sync process on DBSync on-premise #5552

Go to DBsync folder which is installed on your system.In that go to bin folder open “catlina.bat” and
set JRE_HOME=<<64 bit JRE_HOME Path>>
set JAVA_OPTS=-Xms2048m -Xmx2048m