...
- Click on Launch, DBSync Profiles will be displayed in the next tab.
Image Modified
Image Modified
- Configure DBSync with QuickBooks Web connector. The detailed step by step process of configuration is shown in the following link. Configuring DBSync with QuickBooks Web Connector.
...
- 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.
Image Modified
- 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.
Image Modified
- 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.
Image Modified
- 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.
{"serverDuration": 73, "requestCorrelationId": "220358baa9b36388"}