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  • It asks for username and password of the Salesforce instance where you would like to install DBSync. The username and password should have the administrative privileges to install.
  • You will see Package Installation Details of DBSync Package DBSync: QuickBooks Integration (version 1.2) along with Package Component. Click on Continue to proceed with installation. Follow the instructions to Approve Package API Access, Choose Security Level and complete the process of installation.can see details like App Name, Publisher, Version Name, Version Number along with Components & API Access details.
  • If you want to install this package into admin account or into All Users or into specific profiles, select accordingly and then click on install / upgrade.
  • Once installation is complete, you would see Installation / Upgrade Complete. 
  • Now DBSync Page Layouts should be assigned for objects Accounts, Contacts, Opportunity, Opportunity Products and Products. Following steps can be referred to assign DBSync Page layout to Accounts Object. Existing Page Layout will be replaced by DBSync Page Layout. Any custom fields available in the existing page layout should be moved to DBSync Page Layout if required.

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