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To run the integration manually, follow the steps below:

1. Start your free trial on Login to DBSync through the URL- "https://www.mydbsync.com/" 

2. Create an Account for a new user.

3. Choose the preferred package from the list -"Starter, Enterprise On-Premise and Enterprise On-Cloud" to "Get Started" by registering with business email.

4. Follow the instructions sent on the email Id and setup the user profile.

5. Login to the DBSync Cloud Workflow accountSteps to login DBSync Cloud Workflow Account.

   1. Go to My Account option and click on Customer Login.

   2. Login Page: Enter the Username, Password and click on Sign-in.

   3. Forgot Password: Reset your password to log-in again. 
   4. Create an Account: For more details, click here: Getting started
      
      

   Note
   In the case of QuickBooks Desktop, the user can go to the web connector to run to schedule the sync.

6. Once logged in, click

   on

   on Development Studio

   and

   to go to the DBSync Project page.

7. "Connector"-

   Click on edit to validate the connection and go to the Project.Note :

     Go to connectors to validate or re-connect the connection again. For more details, how to Create a New Connector as shown below.

   Note
   Click on to "Create New Connector"

    and

   and enter a preferred name and "Select Connector Type" option from the drop-down menu and save.  "Edit"- Enter the Connector details like End Point, End Point URL, Files, and Versions, etc. Click on validate Connection and Save.

8. "Delete"- To Delete the Connector and all of its components from the system. Once deleted, a user will not be able to recover connector details, or any of its components, from the system.
9. Once, Connector validation successful, then click on Processes. Select the process from the list and click on edit.
"Project" - Click

Info
Note: Click on headers to know more in detail.

10.  Projects -  Click on edit to go to the Processes.
11. Note:  Read more in details about the project click on this link: Projects
12. "Processes"-  Process - Run the current process, or select the correct process to go to the workflow.
    1. Note:  Read more in details about processes click on this link: Process
13. "Workflows" -  WorkFlow - If needed change the status from on and off if required and click on edit to change the workflow.
15. Note: Read more in details about workflows click on this link: WorkFlow 
    
If anything If a user needs to change in mapping fields, Source and Target details then go to the trigger and rule section to update the details. 
1. "Trigger" - Read more in details about trigger click on this link, click here: Trigger  
2. "Rule" - Read more in details about rule click on this link, click here: Rules
16. Run Now: Click on Run Now to start the Workflow processSync.
17. " Logs" - Once the sync runs, the sync it can be monitored via logs and you the user can download the logs in case of any errors. If users have any query then For any queries to reach out to the DBSync support team.
18. Note: Read more in details about logs click on this link: Logs
19. Scheduler - In the case of QuickBooks Desktop user can go to the web connector to run to schedule the sync. For, rest of the CloudScheduler - For Cloud-based application, we can use the DBSync scheduler to Schedule the sync. 
20. Note: Read more in details about Scheduler click on this link: Scheduler