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- This would open up a pop-up window with the screen similar to the one shown below. This screen provides you the step-by-step process of configuring your DBSync setup for performing the sync.
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- Please enter your Salesforce Username and Password, make sure you enter your Salesforce Security Token at the end of the password. If you are using Sandbox, provide your Sandbox Username & Password and modify the endpoint as https://test.salesforce.com/services/Soap/u/14.0 and click on Validate Button.
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- Under your QuickBookAdapter screen, enter Full path to your QuickBooks file on your desktop. And click on Save Properties. Once save message is displayed click on "Configuration Link".
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- You can retrieve full path / location of your Quickbooks file by pressing 'F2' key on your keyboard when in Quickbooks 'Home' page as shown below.
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- Once you click on Configuration Link, a pop-up box will appear. Select QuickBooks web connector from the drop down and click on OK button.The pop-up box varies with browser as shown in the screenshot below
FIREFOX
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- Click "OK" on the Authorization screen.
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- Select the option "Yes, Always; allow access even if QuickBooks is not running" and click on Continue.
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- Once you click on Done, the DBSync integration profile will be added to your Quickbooks Web-Connector as shown below. Once the profile is added to the web-connector, add the DBSync account password in the highlighted section of the Web-Connector.
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- This completes the process of configuring DBSync for integration with your Quickbooks company file.