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

     4. Click on configuration Link at the bottom of the page. A Pop-up box will appear, prompting you to open the file with "QuickBooks Web Connector (default)", click on OK button as highlighted below in screenshot.

      5. Click on OK in the next window (first screenshot below) and on the next window select the option button "Yes, always; allow access even if QuickBooks is not running" and check the check box for "Allow this application to access personal data" and click on continue button (second screenshot below).

       6. In the Access Confirmation window click on the Done button as shown above . And the profile will get added to your QuickBooks Web Connector and a screenshot of the QuickBooks Web Connector is shown below.

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

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• Click on Manage — Edit to navigate to adapter configuration page.

• Click on Add Process Icon on the right-hand side of your screen. Enter Process Name and Click on Ok. A new process will be created and listed under profile name on the right side of the screen.

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• Double-click on the Process Name "SyncProcess" or the one you have created with a desired name to navigate to the Process Builder Console. The process will contain 2 States by default:

1. Start_state
2. End_state

• Wiki Markup
  Click on *\[X\]* icon on *Start_state* to de-link *Start_State* to *End_state.*

• Drag the Create State Button onto the control flow area to create a new state. Enter the state name as "DB2Customer". Similarly create another state called "DB2QBInvoice" and click on OK Button. There will be two new boxes/states in the Control flow area. Link all the states by first right-clicking on each box and left-click on the box to establish connection with. A screenshot below illustrates the same. 

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• Once the connection is established between all the boxes / states, you can see an arrow connecting each state. This constitutes the Process Definition Language for your integration profile.

Accounts Mappings:

• Double-click on "DB2QBCustomer" state or right-click on the same and click on "Open Dataflow" to open the state.
• Drag Create Reader, Create Map & Create Writer into the center of the console and name each one as "DBReader", "DBmap" & "QBWriter" respectively. A screenshot below illustrates the same. Image Removed
• Establish connection between Reader, Map and Writer by first right-clicking on a box and select "connect" and left clicking on the following box as shown.

Note: Always establish connection between states in the sequence of Reader: — Map: — Writer:

• Once the connection is established, all control flows will be displayed with arrows. A screenshot below illustrates the same. 

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• Right Click\Properties on DBReader. The properties will be displayed in the bottom left area of DBSync Console. Select Database from Adapter Drop Down. 

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1. Create a project , Process with Names of your choices.
2. Create a Workflow with name "DB2Customer"  *and likewise create another Workflow with name "DB2QBInvoice"*. 
3. Click on Edit of workflow  "DB2QBCustomer" which will redirect the user to Workflow detail page.
4. Create a rule , and select the Target as QuickBooks and choose the object to which you want insert/upsert the records.
5. From the Trigger section, choose the DB connector and from Advanced Query builder , enter the below query , user can run the query and view the result in Query Designer itself.
6. If user wishes to set the properties , can be done from the Properties Tab

   Code Block
   select * from account

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1.       5. For a rule created, set the following properties by selecting the Properties Tab.

Table :  CustomerAddRq

maxbatchsize  :  1

writetype_ _ :  insert

autocreate  :  True

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   6.  Click on the Map link from the available with under the Rule to set the following field to field maps*.*

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

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1. From the

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1. Workflow listing page,

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1. click on the

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1. Edit link to open the "DB2QBInovoice"

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1.  worfklow.
2. Now follow the same procedure

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1. for Creating, Configuring Rule as explained in earlier section
2. Configure the Trigger for the DB2QBInvoice state with the following code from Advanced query builder section.

select invoice_no,invoice_no as invoicenumber,customerid,item,itemdesc,quantity,uom,
salesprice,total,billaddress,billingcity,billingstate,billingpostalcode,billingcountry,
convert(varchar,cast(date as datetime),126) as 'date' from invoice

    4. Make sure the XML Formatter section is filled up with the following code.

customerid,billaddress,billingcity,billingstate,billingpostalcode,billingcountry,date,
invoice_no,[item,itemdesc,quantity,salesprice]

   5. Now configure the

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Rule Properties 

Table :  InvoiceAddRq

maxbatchsize  :  1

writetype_ _ :  insert

autocreate  :  True

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The Rule mapping can be mapped from the below table .

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