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1. Click on the following link to install DBSync Package from AppExchange - https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000TUr5
2. Enter your Salesforce Username and Password to install DBSync Package in that Salesforce instance. Salesforce instance must have the administrative privileges to install the App.
3. DBSync Package Installation Details will be displayed on your Salesforce instance. Click on 'Continue'.
4. Approve Package API Access and then click on 'Next'.
5. The package is ready to be installed. Click on Install to install the package.
6. Once installation completes, a message will be displayed confirming that DBSync Package is installed. 

   Accounting Id:
   Accounting Id is the unique Id for a record in QuickBooks. After successful integration, Accounting Id is updated in Salesforce for every record that has been synced. 
   Generate:
   Generate field is a picklist field to flag Work Order either Invoice or None. By default, the value of Generate field will be blank. It is necessary that Generate field is selected Invoice for successful generation of Invoice in QuickBooks during DBSync Integration. 
   Invoice Date:
   Invoice Date is a formula field to display the date on which the Work Order is flagged as Invoice to Sync as QuickBooks Invoice. 
   Sync Error:
   Sync Error is an error from QuickBooks which gets updated in Salesforce for every record that has failed to sync. Sync Error briefly describes the reason for failure of sync. 

7. Once the DBSync Package ServiceMax Accounting Integration is installed, the following fields should be included in Page Layout as explained below.
8. Go to setup > Customize > Account > 'Page Layout' > Edit the Page Layout. On the Page Layout, drag the fields "Accounting Id", "Sync Error" to add it under the section "System Information" on the Page Layout and save.
9. Go to setup > Create > Objects > Work Order > Page Layout > Edit the required Page Layout.
10. On the Page Layout, create a new section "DBSync Information" and drag the fields "Accounting Id", "Invoice Date", "Generate", "Sync Error" to add it on the Page Layout under "DBSync Information".
11. Go to setup > Create > Objects > Work Detail > Page Layout > Edit the required Page Layout.
12. On the Page Layout drag the field "LineItem Type" to add it on the Page Layout under "Usage/Consumption Details".