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• Go To www.mydbsync.com
• Select Customer Login. Enter your User Name and Password and click Login Button.
• Click on Launch in the Console area of MyHome Page.
• In DBSync console click on Quick Start Link.

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• Validate your connection settings for Salesforce. Enter Your Salesforce Username and Password and click on Validate button.

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• Go to QuickBooks configuration, enter you QuickBooks file path and click on Save Properties Button.

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• Go to Opportunity to invoice configuration and uncheck the check box for mapping "Sync Opportunities as jobs in QuickBooks"

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• In the same window scroll down and click on Edit Map for "Create Invoice from opportunity in QuickBooks" mapping. A New window will open.

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• In the Maps Section, scroll down and click on edit link for "InvoiceAddRq/InvoiceAdd/CustomerRef/FullName" Map. The mapping function will appear at the Bottom of the window.

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• Delete the Selected Text ( ":" LEFT(Value("Name"),41) ) in previous window and click on save Button.

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• Click on Close button on the top right corner to go to previous window.

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• After making above changes, DBSync will not create jobs in your QuickBooks; all Salesforce opportunities will be mapped as customers in QuickBooks.

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