Page History

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1. You will have to change the page layout for the Accounts, Contacts, Opportunity, Opportunity product, Product in Salesforce which is explained in the latter section.
2. You should mark Opportunity as Invoice from DBSync section of "Generate" field .
3. 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.
4. If you are using QuickBooks online version, you can Initiate the sync from the Account\Product\Opportunity by the click of a DBSync button.

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                 For Eg: When you want to Sync SF Account To QB online customer then hit the button "SF Account>> QBO Customer".  

 



The below steps are explained for changing page layout of an Account in Salesforce and for the rest of the objects the same set of steps to be followed.

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