2022

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  • Click on Launch, DBSync Profiles will be displayed in the next tab.

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  • Click on Quick Start.

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  • To migrate QuickBooks Customer to Salesforce Accounts, select CustomerToAccount from the left column. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.

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  • To migrate QuickBooks Items to Salesforce Products, select ItemServiceToProduct from the left column. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.

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  • To migrate QuickBooks Invoice to Salesforce Opportunity, select InvoiceToOpportunity from the left column. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.

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  • Similar procedure can be followed to migrate Items belonging to Item types Inventory, Non-Inventory, Discount, Other Charge and Sales Tax and the transactions of type Estimate, SalesOrder, SalesReceipt, CreditMemo.