...
- On the Salesforce Instance, Navigate to Salesforce Setup page by clicking on the Setup located on the top right section of the page and which is adjacent to Help menu.
- From the Quick Search area located on the extreme left section of the page, Search for "page layout" and scroll down to find the Account/ pagelayout menu options to the left of the page.
- Clicking on the Account\Pagelayout will open the Account page layout page, From there click on "Page Layout Assignment" and now click on Edit Assignment.
- Select all the user roles for which you wish to change the pagelayout and from the option of Page Layout To Use , choose DBSync Account Layout and save the changes.
- Now, Open any of the Account from the Account page where you will find the information as shown in the above image.
Free Vs Standard
Free Version | Standard Version |
---|
Opportunity To Invoice | - Pre-Defined Setup, just select the flow
- Opportunity to Invoice or Sales Order
- Create Jobs
- Move Payment to Salesforce
- Product to Items
|
10 Records per day | 500 records per day only |
QBD : Invoice QBO : Invoice | QBD : Invoice & SalesOrder QBO : Invoice & Estimate |
Useful References
Salesforce Connector
QuickBooks Desktop Connector
QuickBooks Online REST Connector
Configuring DBSync with Quickbook WebConnector
Installing QuickBooks Web Connector
Starting QuickBooks Web Connector