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Checklist Before Triggering IntegrationIntegrations

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, Opportunity product, Product in Salesforce which can be done as are explained in the following stepslatter section.
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.
3. If you are using QuickBooks online version, you can Initiate the sync from the Account\Product\Opportunity by the click of a DBSync button. 
    

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

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