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  • The migration template has been formulated from for QuickBooks to Salesforce data migration.
  • The main purpose of this template is to migrate the user's history records at oncehistorical data on a single integration run.
  • Also the update functionality has been provided with this to make sure that the records are updated both at QuickBooks as well as Salesforce.
  • The following section gives you step by step instructions to initiate the migration of your Quickbooks records to Salesforce objects using Salesforce & Quickbooks Migration Process Template.

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Purchasing Migration Template

  • Go to www.mydbsync.com and register using Register Link on the left hand side of the page or at top right corner of the page.
  • To Add Adapters go to www.mydbsync.com and click on Customer Login.
  • Enter your USER NAME and PASSWORD and click on Login. Select Library link from the top menu.
  • In the Library page, scroll to the bottom of the page and navigate to page 2 to select the Salesforce & Quickbooks Migration template as shown in the screenshot below.

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  • Click on View More Button besides the Template and on the next screen click on Add Now Button to add the Migration Template to your DBSync profile. The below screenshot illustrates the same.

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  • Click on QuickBooks link from the left Menu to open QuickBooks configuration settings. Enter you QuickBooks Desktop file path in the "file:*" text box and click on **{}Save{}* *{}Properties* _button. Click on configuration Link at the bottom of the Edit Properties Area.

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