2022

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Configure your Database for Integration with your Quickbooks QuickBooks file. 
  2. For this Tutorial I will use SQL Server Database Named "DBSyncDB" and 2011 US Edition of QuickbooksQuickBooks.
  3. Create tables "Account" and "Invoice" in Database with following the SQL script.

...

  1. Open www.mydbsync.com in your browser. Then, click on Customer Login.
  2. Enter in your DBSync Username and Password to Sign in. Once logged in, click on Launch to access DBSync Integration Console.
  3. Once logged into the DBSync console, click on Create New Project button .
  4. You can use any naming convention for a project as long as there are no white spaces in the name of the Project.
  5. Once the Project is created, click on Connector --- Edit to configure the Connectors.
  6. Click on the Create New Connector from the top right section of the page. 
  7. Enter the name for the Connector and select Database Adapter from the drop down. Click on Save button once done. 
  8. Similarly, click on the Create New Connector button again to add Quickbooks QuickBooks Connector to your DBSync profile.
  9. Once both the Connectors are added, you will see them listed in the Connector listing page.
  10. Click Edit link next to the Database Connector. Enter your Database credentials as shown. In this tutorial, the database used is SQL Server 2005 and corresponding credentials are entered.

...

     12. At this point, you have successfully validated your Database Adapter.

Panel
Quickbooks

QuickBooks setup

Panel


  1. Click Edit  link next to the Quickbooks QuickBooks Connector from the Connector listing page.
  2. Under the file section, enter the full path of your Quickbooks QuickBooks file as shown.
  3. You can retrieve full path/location of your Quickbooks QuickBooks file by pressing 'F2' key on your keyboard when in Quickbooks QuickBooks 'Home' page - as shown below.

...

      7. Please enter your DBSync password in the password section of the Web Connector and Save. 
      8. At this point, you have successfully completed configuring your Quickbooks QuickBooks with DBSync. You can run the integration by clicking on the Update Selected button.

...

At this point, your DBSync is set to move Account records from your database table to Quickbooks QuickBooks Customer.

Panel
Invoice Mappings

...