DBSync Cloud Workflow (iPaaS)

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  1. Open www.mydbsync.com and click on Customer Login button.
  2. Enter your DBSync Username and Password for and then, click on Sign in.
  3. Once logged in, click on Development Studio to navigate to DBSync's console page.
  4. Select the appropriate Project and and click on Connectors on the left side panel.You will see connectors Salesforce & QuickBooksthe Connectors to select the Salesforce and QuickBooks Desktop from the connectors list.
  5. Click on Salesforce Connector select the appropriate End Point under to select an appropriate endpoint under the Quick Setup tab. 
    1. Click on Connect to Salesforce
    . This will
    1.  will take you to the Salesforce login page. Enter
    your username & password
    1. the Username and Password to login to Salesforce. 
    2. Once
    you
    1. the user login to Salesforce,
    your
    1. the Salesforce connector
    is connected
    1. will connect to your Salesforce instance.
    If you want
    1.  
    2. If a user wants to connect using different Salesforce
    instance
    1. instances, click on Disconnect
     in 
    1.  in the Quick Setup tab
    . Then
    1. ,
    connect
    1. then reconnect using the required Salesforce credentials.
  6. You Users can also use use the Advanced Properties tab to connect to your the Salesforce instance. 
    1. Go to Advanced Properties
    , fill in the Salesforce
    1. and mention the Salesforce Username, Password
    &
    1. and Security Token for
    your
    1. his/her Salesforce Instance. 
    2. Select the appropriate
    End Point. Once you
    1. endpoint and enter all the required details
    , click
    1. .
    2. Click on Validate Connection
    . If the validation is successful, click on Save to Save
    1. to check the successful validation and save the Salesforce details. If the validation fails,
    you
    1. the user will
    see 
    1. get Validation Errors on the top right corner.
    Refer
    1.  
    2. Review the details in the Validation Errors section and make
    the
    1. necessary changes in Advanced Properties
    and click on Validate Connection again
    1. . 

  7. Click on QuickBooks Desktop connector

    ,

    and enter

    Full

    the full path

    to your

    of QuickBooks Desktop file

    on your desktop into QuickBooks File

    (User QuickBooks Desktop file path) on the desktop. Select the appropriate QuickBooks

    Version *and

    Desktop Version to enter the

    required *

    required Process Name

    . Click on 

    and Save.

    Note:
    Note

    - QuickBooks Desktop must be accessed as

    admin

    an Admin and it should be in a single user mode.

     You

    Users can retrieve the full path/location of

    your

    his/her QuickBooks Desktop file by pressing the 'F2' key on

    your

    the keyboard when

    in

    the user is on the QuickBooks Desktop 'Home' page.

    - For Mac users, the F2 key doesn't work. They need to use Ctrl+1 key combination to get the Product Information Dialogue Box

  8. Click on Download Web Connector to download .qwc file. Open this downloaded file with QuickBooks Desktop Web Connector.
  9. Click on OK on the Authorization screen.
  10. Select the option 'Yes, always; allow access even if QuickBooks Desktop is not running' and click on continue.
  11. Click on Done to confirm Access.
  12. DBSync's integration profile will be added to your Quickbooks QuickBooks Desktop Web - Connector. Once the profile is added to the web-connectorWeb Connector, add the DBSync account password Password in the highlighted section of the Web - Connector.
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  13. This completes the process of configuring DBSync for integration to integrate with your Quickbooks QuickBooks Desktop company file.