[sridhara.r_20153]

5 years, 1 month ago in reply to: Where will be the QuickBooks Id in QuickBooks Desktop? #5731

Hi,

The QuickBooks Id’s will be stored in the QuickBooks back end database and it is not available in the User Interface whereas it can be only obtained via Integration.

Thanks,
Sridhar

[sridhara.r_20153]

5 years, 1 month ago in reply to: QuickBooks Web Connector Configuration #5730

Hi

Please refer to the following link to configure the QuickBooks connector in DBSync.

Link: http://help.mydbsync.com/docs/display/dbsync/QuickBooks+Desktop+Connector

Or

Please follow the below steps to configure the QuickBooks connector in DBSync.

Launch the QuickBooks in a Single user mode and as an Admin.

1. Login to DBSync using the link https://app03.mydbsync.com/appcenter/login
2. Click on Development studio.
3. Click edit next to the project name.
4. Click on Connectors tab(Left side of the window).
5. Click on QuickBooks and paste the QuickBooks company file path (To find the QuickBooks file path, launch QuickBooks and press ‘F2’ key).
6. Download the web connector and save it.
7. Open the downloaded ‘.QWC’ file in the QuickBooks web connector and enter the DBSync password in the Password section.
8. Run the sync.

Hope the above steps helps.

Please reach out to us for any assistance.

Best Regards,
Sridhara Rao

[sridhara.r_20153]

5 years, 2 months ago in reply to: Run the sync as non admin user in QuickBooks #5718

Hi Alex,

Since Admin user is authorized with maximum privileges, the web connector is configured with Admin.

If required, the same can be configured for your username as well bt logging in to your DBSync Account and downloading the web connector.

Thnaks

[sridhara.r_20153]

5 years, 5 months ago in reply to: HTML Issue when Syncing to QB #5712

Hi Bradley,

Good Morning! I hope you are doing well.

I double checked the Rich Text field mapping with our team and got to know that there is no way to avoid the HTML format in DBSync mappings.

Since Salesforce itself gives the response in HTML format, the same would be synced to QuickBooks.

Alternative to that in case if the Rich Text field is copied to another Text Area field, then it can be mapped and synced without the HTML tags.

Please make sure that there are not HTML tags while copying the data.

Let me know if there is anything to be addressed.

Thanks,
Sridhar

[sridhara.r_20153]

5 years, 6 months ago in reply to: DBSync Connector’s Issue #5707

After upgradation of QB application from 2015 to 19, we have to re configure the Web connector to intiate the sync successfully.

Please fnd the below link to reconfigure the web connector:

http://help.mydbsync.com/docs/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector

[sridhara.r_20153]

5 years, 6 months ago in reply to: Problem with User Access to Clone invoices #5694

Hi Kimberly,

Since you have created a new user in Salesforce, if you want the new user to make use of the button, DBSync fields have to be configured in the user page layout.

In order to configure, make use of the values present in the DBSync section of existing user page layout and fill in the same values to the new user.

Thanks.

[sridhara.r_20153]

5 years, 6 months ago in reply to: Capping Opportunities Synced #5693

Hi Nadia,

The sync from QuickBooks to Salesforce is based on the last modified date, if any Sales order/Customer is edited in QuickBooks, then the record will be synced to Salesforce.

The sync can be filtered by adding a condition in the DBSync query or in the validate row of the mappings.

Thanks.

[sridhara.r_20153]

5 years, 7 months ago in reply to: Not able to create a table from Oracle on AWS to Mysql on AWS machine. #5691

Hi Nadeem,

Please share your dbsync username .

Note: you have posted on http://www.mydbsync.com community

[sridhara.r_20153]

5 years, 8 months ago in reply to: Update button missing on other user #5686

Follow the steps to make the buttons visible on the Opportunity page layout.

Salesfroce Classic:

Setup–>Opportunity–>Page Layouts–>Edit the page layout–>Buttons–>Drag and drop the buttons under Opportunity Detail section(“Update to QBOE ” & ‘Update Invoce from QBOE “)–>Save.

Salesforce Lightning:

Setup–>Opportunity–>Page Layouts–>Edit the page layout–>Mobile & Lightning Actions–>Drag and drop the buttons under Mobile & Lightning Actions section(“Update to QBOE ” & ‘Update Invoce from QBOE “)–>Save.

[sridhara.r_20153]

5 years, 8 months ago in reply to: Quickbooks online to salesforce #5685

Yes, the triggers may affect the sync with respect to the trigger logic. In case if the sync fails, the respective trigger and mappings has to be reviewed.

[sridhara.r_20153]

5 years, 8 months ago in reply to: Error: Invalid argument #5682

Reason: This error occurs when the Customer does not exist in QuickBooks (either deleted or not created)

Solution: Verify whether the Customer/Job “CITY OF NORTH LAUDERDALE” exist in QuickBooks or not. If not, create a customer in QuickBooks with the same name.

[sridhara.r_20153]

5 years, 8 months ago in reply to: Build Error/Failure #5677

Change the java compiler (JRE to JDK) in eclipse Window -> Preference -> Java -> Installed JREs Add – Add your JDK location and Save