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• Click on Customer Login in www.mydbsync.com and enter the registered user name and password to sign in, then click on Launch to Access DBSync Project Console.

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• You can choose to use or not to use a specific workflow. Status of workflow can be either On or Off. Based on the business process & the integration requirement you can choose which one to keep On. If you want to keep the dataflow moving from Salesforce Opportunity to QuickBooks Invoice, OpportunityToInvoice status should be ON. 

• The following workflows should be kept on based on the integration requirement to keep Salesforce a master database for uni-directional integration.
  • AccountToCustomer
  • ProductToItemService
  • ProductToItemInventory
  • ProductToItemNonInventory
  • ProductToOtherCharge
  • ProductToDiscount
  • OpportunityToInvoice
  • OpportunityToEstimate
  • OpportunityToSalesOrder
  • OpportunityToSalesReceipt

• The following workflows should be kept on based on the integration requirement to keep QuickBooks a master database for uni-directional integration.
  • CustomerToAccount
  • ItemServiceToProduct
  • ItemInventoryToProduct
  • ItemNonInventoryToProduct
  • ItemDiscountToProduct
  • ItemOtherChargeToProduct
  • InvoiceToOpportunity
  • InvoiceToInvoice
  • EstimateToOpportunity
  • SalesOrderToOpportunity
  • SalesReceiptToOpportunity

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