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DBSync Configuration Settings for Salesforce Opportunity to QuickBooks Invoice only.
- Go To www.mydbsync.com
- Select Customer Login. Enter your User Name and Password and click Login Button.
- Click on Launch in the Console area of MyHome Page.
- In DBSync console click on Quick Start Link.
![](/docs/download/attachments/2490379/Quickstart.png?version=2&modificationDate=1308581524000&api=v2)
- Validate your connection settings for Salesforce. Enter Your Salesforce Username and Password and click on Validate button.
![](/docs/download/attachments/2490379/Quickstart1.png?version=2&modificationDate=1308582509000&api=v2)
- Go to QuickBooks configuration, enter you QuickBooks file path and click on Save Properties Button.
![](/docs/download/attachments/2490379/worddav68b1bea99714e9472b3be8393dd7bfbc.png?version=1&modificationDate=1291101800000&api=v2)
- Go to Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"
![](/docs/download/attachments/2490379/worddavdb5316d8d2f82a7f1b51625f41dc2ae2.png?version=1&modificationDate=1291101801000&api=v2)
- In the same window scroll down and click on Edit Map for "Create Invoice from opportunity in QuickBooks" mapping. A New window will open.
![](/docs/download/attachments/2490379/worddava9d364514192f7e304d46ff4501709fe.png?version=1&modificationDate=1291101801000&api=v2)
- In the Maps Section, scroll down and click on edit link for "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" Map. The mapping function will appear at the Bottom of the window.
![](/docs/download/attachments/2490379/worddav0012fe07e2febb00f87b63496e85a19d.png?version=1&modificationDate=1291101802000&api=v2)
- Delete the Selected Text ( +":"+ LEFT(Value("Name"),41) ) in previous window and click on save Button.
![](/docs/download/attachments/2490379/worddav16a5079c060d07546428475ec6dc6292.png?version=1&modificationDate=1291101802000&api=v2)
- Click on Close button on the top right corner to go to previous window.
![](/docs/download/attachments/2490379/worddavca65a1bde485f0464bb20a9583edf673.png?version=1&modificationDate=1291101803000&api=v2)
- After making above changes, DBSync will not create jobs in your QuickBooks; all Salesforce opportunities will be mapped as customers in QuickBooks.