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• This would open up a pop-up window with the screen similar to the one shown below. This screen provides you the step-by-step process of configuring your DBSync setup for performing the sync.

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• Please enter Enter your Salesforce Username and Password, make sure you enter your the new Password and the new Salesforce Security Token at the end of the password. If you are using Sandbox, provide your Sandbox Username & Password and modify . Retain the default endpoint as https://test.salesforce.com/services/Soap/u/1420.0 and click on Validate Button.

Note:

You cannot move into the next step unless above step is completed. You need to pass the connection validation for the details provided for the adapter. You can click on 'Validate' button on the inner screen to validate the connectivity with your instance.

• QuickBooks must be accessed as admin and should be in single user mode. You can retrieve full path / location of your Quickbooks file by pressing 'F2' key on your keyboard when in Quickbooks 'Home' page as shown below.

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• Go back to DBSync Quick Start, under your QuickBookAdapter screen, enter Full path to your QuickBooks file on your desktop. And click on Save Properties. Once save message is displayed click on "Configuration Link".

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• Once you click on Configuration Link, a pop-up box will appear. Select QuickBooks web connector from the drop down and click on OK button.The pop-up box varies with browser as shown in the screenshot below

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• Click "OK" on the Authorization screen.

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• Select the option "Yes, Always; allow access even if QuickBooks is not running" and click on Continue.

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• Click on "Done".

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• Once you click on Done, the DBSync integration profile will be added to your Quickbooks Web-Connector as shown below. Once the profile is added to the web-connector, add the DBSync account password in the highlighted section of the Web-Connector.

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• This completes the process of configuring DBSync for integration with your Quickbooks company file.

•  and click on Save Properties and confirm that Connection Settings are valid.