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  1. 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.
  2. You will see Package Installation Details of DBSync Package DBSync: QuickBooks Integration (version 1.24) 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.
  3. 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.
  4. Go to Salesforce Setup ? Customize ? Accounts ? Page Layouts. This will show the list of available Page Layouts for Accounts Object. Click on Page Layout Assignment.
  5. You will find the list of default Page Layouts assigned for every Salesforce Profile.
  6. Click on Edit Assignment to proceed. 
  7. Click on the Page Layout next to the required profile. Account Layout is the existing page layout for profile System Administrator and System Administrator is the profile that should be assigned with DBSync page layout. In this case Account Layout should be selected next to System Administrator.
  8. Select DBSync Account Layout from Page Layout To Use picklist. Page Layout will be changed from Account Layout to DBSync Account Layout. Click on Save to save the new page layout assignment.
  9. Similarly assign DBSync Page Layout for Salesforce Objects Contacts, Opportunity, Opportunity Products and Products.
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    Panel
    BSync

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DBSync Profile Setup:

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Run Integration from QuickBooks Web Connector

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