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After you had installed install our Salesforce & and QuickBooks package from the Salesforce's AppExchange of Salesforce, you need to select DBSync: QuickBooks Integration from the Force.com App Menu which will . This will launch the DBSync QuickBooks Integration appApp. NowNext, you will need to navigate to the Setup tab to set up your Salesforce and QuickBooks connectors that Connectors. This will open connections with the respective applications.

Setup   

As shown in the image above image, Navigate navigate through a Setup wizard which . The process is self-explanatory for - a user to can finish his/her connections with Salesforce and QuickBooks Instances with ease. 

Salesforce: For the ease of setup, we support OAUTH authentication with Salesforce, click . Click on Connect to Salesforce which . This will open up a pop up to validate your instance credentials. After a successful connection, As as shown in the image, you will see notice that the button is changed from "Connect to Salesforce" to "Would you like to re-connect". Now click on Click Next button to proceed with the QuickBooks setup.

QuickBooks: From the QuickBooks menu, you will have the option to toggle between QuickBooks Desktop and QuickBooks Online. If you choose QuickBooks desktop, Connection connection parameters pertaining to desktop loads up on the page. Make sure to input your QuickBooks file location, QuickBooks version.

If you had chosen choose QuickBooks online - from the QuickBooks type drop-down - then, You you should key in QuickBooks Online username and password to authenticate and connect with your QuickBooks Online instance (OAUTH Authentication for QuickBooks Online) and . Next, you will be prompted to enter a 6 digit code as an added security check from Intuit which . The code will be sent to your registered email Email id.

Setup Processes 

In order to trigger the Integration, you will have to check the "Generate Customer & Invoice From Opportunity"  and . Then, click on the Save button. From the Setup Processes menu, the User also has an option to upgrade his/her plan from the Free to, either Standard or Enterprise, depending on his/her integration needs. Before you actually pay for the plan, you also have an option to take a Free Trial of the plan if you wish to subscribe to it.

Checklist Before Triggering IntegrationsThese are the few things which you have to keep in mind :

Keep in mind these few things before initiating the integration - using either Free or Standard version of - between Salesforce and QuickBooks. 

1. You will have to change the page layout for the Page Layout of Accounts, Contacts, Opportunity, Opportunity product , and Product in Salesforce which . This is explained, in the detail, in a latter section.
2. You should mark Opportunity as an Invoice from the DBSync section of the "Generate" field.
3. If you are using QuickBooks desktop, you can initiate the sync only from QuickBooks web-connector, . Make sure to Setup QuickBooks webWeb-connector by following the link.
4. If you are using QuickBooks online version, you can Initiate the sync from the Account\Product\Opportunity by clicking the click of a DBSync button.

                 For Eg: When you want to Sync sync SF Account To QuickBooks online customers then hit , click on the button "SF Account>> QuickBooks Online Customer" button.    

 


The below steps are explained for changing the page layout
Following steps explain how to change Page Layout of an Account in Salesforce and for the rest of the objects the same set of steps to be followed.

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- and other objects - in Salesforce:

1. Navigate to Salesforce Setup page by clicking on the Setup located on the top right section of the page and which is adjacent - the button is next to the Help menu.
2. From the Quick Search area - located on the extreme left section of the page , - search for "page layoutPage Layout" and scroll down to find the Account/ pagePage-layout Layout menu options to the left of the page.
3. Clicking on Open the Account \Pagelayout will open the Account page layout page, From there click Page Layout page. Click on "Page Layout Assignment" and now . Then, click on Edit Assignment.
4. Select all the user roles, for which you wish , want to change the page layout and from the option of Page Layout. From 'Page Layout To Use', choose DBSync Account Layout and save the . Save your changes.
5. Now, Open any of the Account from the Account page where . Here, you will find the information as shown in the image above image.

Asynchronous Call 

With the package versioned 1.27, We we started supporting Asynchronous call meaning in other words, If . As a result, if a user has updated updates any of the columns of an opportunity Opportunity record in Salesforce then, just by clicking on save Save, the reflected changes gets will be posted to QuickBooks online. 

Free Vs Standard

Useful References

Salesforce Connector

QuickBooks Desktop Connector

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