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• Once logged in, click on Launch to navigate to DBSync console project page.

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• Select the 'Quick Start' link for your Integration profile.

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• This would open up a pop-up window with the screen similar to the one shown below. This screen provides you the step-by-step process of configuring your DBSync setup for performing the sync.

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• Enter your Salesforce Username and the new Password and the new Salesforce Security Token. If you are using Sandbox, provide your Sandbox Username & Password. Retain the default endpoint https://salesforce.com/services/Soap/u/20.0 and click on Save Properties and confirm that Connection Settings are validClick on the Project and select the required project, click on the Connectors button on the left panel.

• You will see connectors Salesforce & QuickBooks.

• Click on Salesforce Connector select the appropriate End Point under Quick Setup tab. Click on Connect to Salesforce. This will take you to Salesforce login page. Enter your username & password to login to Salesforce. Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect in Quick Setup tab. Then, connect using the required Salesforce credentials.

• You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill in the Salesforce Username, Password & Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary changes in Advanced Properties and click on Validate Connection again.