2022

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

In order to trigger the Integration, you will have to check the "Generate Customer & Invoice From Opportunity" button and  and click on save button.From the Setup Processes menu, User also has an option to upgrade his plan from the Free to either Standard or Enterprise depending on his integration needs. Before you actually pay for the plan, you also have an option to take Free Trial of the plan you wish to subscribe.

Checklist Before Triggering Integration

These are the few things which you have to keep in mind before initiating the integration using either Free or Standard version of Salesforce and QuickBooks. 

  1. you will have to change the page layout for the Accounts, Contacts, Opportunity, Product Salesforce which can be done as explained in the following steps.
  2. If you are using QuickBooks desktop you can initiate the sync only from QuickBooks web-connector, Make sure to Setup QuickBooks web-connector by following the link.

The below steps are explained for Account object and for the rest of the objects the same set of steps to be followed.

  1. On the Salesforce Instance, Navigate to Salesforce Setup page by clicking on the Setup located on the top right section of the page and which is adjacent to Help menu.
  2. From the Quick Search area located on the extreme left section of the page, Search for "page layout" and scroll down to find the Account/ pagelayout menu options to the left of the page.
  3. Clicking on the Account\Pagelayout will open the Account page layout page, From there click on "Page Layout Assignment" and now click on Edit Assignment.
  4. Select all the user roles for which you wish to change the pagelayout and from the option of Page Layout To Use , choose DBSync Account Layout and save the changes.
  5. Now, Open any of the Account from the Account page where you will find the below information as shown in the package.