2022

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  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Now, Open any of the Account from the Account page where you will find the information as shown in the above image.

Asyncronous Call 

From the package versioned 1.2.6 we started supporting Asynchronous call meaning in other words, If a user has updated an opportunity record in Saleforce then by clicking on save the reflected changes gets posted to QuickBooks online. 

Free Vs Standard

Free VersionStandard 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

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