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- you will have to change the page layout for the Accounts, Contacts, Opportunity, Opportunity product, Product in Salesforce which are explained in the latter section.
- 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.
- If you are using QuickBooks online version, you can Initiate the sync from the Account\Product\Opportunity by the click of a DBSync button.
For Eg: When you want to Sync SF Account To QB online customer then hit the button "SF Account>> QBO Customer".
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The below steps are explained for Account object and for the rest of the objects the same set of steps to be followed.
- 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.
- 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.
- 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.
- 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.
- Now, Open any of the Account from the Account page where you will find the below information as shown in the packageimage.
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