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• Click on SalesforceQuickBooks:Bidirectional to add this template in the profile.

• Click on Launch, DBSync Profiles Projects page will be displayed in the next tab.

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• Click on Quick Start Projects > SalesforceQuickBooks:Bidirectional > Connectors.

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• Configure DBSync with QuickBooks Web connector. The detailed step by step process of configuration is shown in the following link.  Configuring DBSync with QuickBooks Web Connector.

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• To migrate QuickBooks Customer to Salesforce Accounts, select CustomerToAccount from the left columnclick on Processes > SalesforceQuickBooks:Bidirectional > turn on CustomerToAccount work flow. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.

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• To migrate QuickBooks Items to Salesforce Products, select ItemServiceToProduct from the left columnclick on Processes > SalesforceQuickBooks:Bidirectional > turn on ItemServiceToProduct work flow. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.

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• To migrate QuickBooks Invoice to Salesforce Opportunity, select InvoiceToOpportunity from the left columnclick on Processes > SalesforceQuickBooks:Bidirectional > turn on InvoiceToOpportunity work flow. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.

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• Similar procedure can be followed to migrate Items belonging to Item types Inventory, Non-Inventory, Discount, Other Charge and Sales Tax and the transactions of type Estimate, SalesOrder, SalesReceipt and CreditMemo.