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Congratulations, You have completed AccountingBook Setup !!!

 

Note: If you have any difficulty in creating new records, follow these steps:

  1. Enable the API Access to Third Party Users-

    How do I enable API access in Salesforce?


    API access must be enabled for your user(s) in Ebsta to connect to your Salesforce org.

    Your Salesforce administrator controls your profile and permission sets.

    Enable API Access in Salesforce by Profile

    1. If you are the Salesforce administrator, go to Setup.

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    2. Go to Manage Users and click Profiles.

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    3. Click Edit against the specific Profile.

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    4. Scroll down to Administrative Permissions and check the API Enabled box.

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    5. Click Save.

     

  2. Do not change any AccountingBook related documents- In Document Object, you can see AccountingBook Folder. Do not change name of any AccountingBook Document.


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