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Overview
Data Flow
Process Map
Pre-requisites for Integration
DBSync package (QuickBooks Integration) Installation in Salesforce
DBSync Profile Setup
Running the Integration

DBSync for Salesforce & QuickBooks Online Integration is an easy to use application to integrate . It integrates Salesforce Accounts / , Contacts, Products, Opportunity with QuickBooks Online Customers, Items, Invoice, Sales Receipt & Credit Memo. This DBSync is also useful to migrate in migrating historical QuickBooks Online data into Salesforce or vice versa.
DBSync provides Bi-directional sync with pre-built field-to-field map mapping along with flexibility for more complex and dynamic mapping capability. DBSync also has an  DBSync's automatic online update , enabling DBSync enables its customers to enjoy all the product updates and features that come with every new release.

Data flow of Bi-directional integration between Salesforce & QuickBooks Online is shown in the table below table.

Process Map of Bi-directional integration between Salesforce & QuickBooks Online is shown in the image below image.

• Integration of Salesforce to QBOE transaction is invoked provided if the Generate field in Salesforce Opportunity is selected with the required transaction.

• It is mandatory that SF Salesforce Opportunity (to be integrated with QBOE Invoice) is associated with the respective SF Account & Salesforce Account. And, it also should have Products with Standard Price Book attached to it for DBSync to invoke integration.

1. Get the following App from AppExchange for your Salesforce instance - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t600000001jlq
2. Note: If you are installing into a sandbox organization Sandbox, you must replace the initial portion of the URL with http://test.salesforce.comIt asks for username and password.
3. Input Username and Password of the Salesforce instance where you would like to install DBSync. The username and password should have the Username and Password must belong to a user with administrative privileges to install.
4. You can see details like App Name, Publisher, Version Name, Version Number along with Components & API Access details.If you want to install this package into admin account or into .
5. Select a profile - Admin, All Users or into specific profiles, select accordingly and then click on install / a specific profile. The selected profile will have access to the installed package. Then, click install or upgrade.
6. Once installation the process is complete, you would will see a message - Installation / or Upgrade Completecomplete. 
7. Now Assign DBSync Page Layouts should be assigned for objects to Accounts, Contacts, Opportunity, Opportunity Products and Products objects. Following steps can be referred Refer to the following steps to assign DBSync Page layout to Accounts Object. Existing Page Layout will be replaced by DBSync Page Layout. Any custom fields available in the existing page layout should be moved to DBSync Page Layout if required.
8. Go to Salesforce Setup > Customize > Accounts > Page Layouts. This will show the list of available Page Layouts for Accounts Object. Click on Page Layout Assignment.
9. You will find the list of default Page Layouts assigned for every Salesforce Profile. Click on Edit Assignment to proceed.
10. Click on the Page Layout next to the required profile. Account Layout is the existing page layout Page Layout for profile System Administrator and System Administrator is the profile that Profile. The profile should be assigned with DBSync page layoutto DBSync's Page Layout. In this case Account Layout should be selected next to System Administrator's profile.
11. Select DBSync Account Layout from Page Layout To Use picklist. Page Layout will be changed from Account Layout to DBSync Account Layout. Click on Save to save the new page layout Page Layout assignment.
12. Similarly, assign DBSync Page Layout for Salesforce Objects - Contacts, Opportunity, Opportunity Products and Products.

1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source & and Target Adapters are Salesforce & and QuickBooks Online respectively.
2. Login using to dbsync DBSync account, go . Go to Company tab, click . Click on edit to view DBSync's Org Properties. Click on edit and replace the existing URL with https://dbsync01.appmashups.com/qboev3/login.m
3. Go to Process Template tab in on DBSync's home page and click on SalesforceQuickBooksOnline:BiDirectional to include process template for Bi-directional Integration of Salesforce & QuickBooks Online.
4. Click on Launch in  on My Home tab, you . You will see Project page in page on the next tab of your browser.
5. Click on Projects on the left panel and then . Then, click on the project SalesforceQuickBooksOnline:BiDirectional.
6. Click on Connectors, you . You will see Salesforce & QuickBooks Online connectors. These connectors need to be configured as follows.:
7. Click on Salesforce Connector, select the . Select appropriate End Point under Quick Setup tab. Click on Connect to Salesforce. This will take you to Salesforce login page. Enter your username Username & password Password to login to into Salesforce. Once you login to Salesforce, your Salesforce connector is will be connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect in Quick Setup tab. Then, connect using the required Salesforce credentials.
8. You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill . Fill in the Salesforce Username, Password & and, Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the Review details in Validation Errors section and make the necessary changes in Advanced Properties and . Then, click on Validate Connection again.
9. Click on QuickBooks Online Connector. Then, click on the link Connect to QuickBooks. Sign in to into QuickBooks online to authorize DBSync Salesforce Integration for QuickBooks to connect to Intuit.
10. You can also connect to QuickBooks Online using Advanced Properties tab in QuickBooks Online Connector Settings.
11. Go to Advanced Properties enter the . Enter following details - Application OAuth Key, Application OAuth Secret, User OAuth Key, User OAuth Secret, Realm Id, Datasource, OAuth Last Updated, OAuth URL.
12. Click on Save to save the settings. Click on Validate Connection to confirm that the QuickBooks Online connections settings are valid.

DBSync Integration of Salesforce & QuickBooks Online can be initiated by:

• Using Clicking on Salesforce custom buttons.
• Using DBSync Scheduler.

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Click on Salesforce custom buttons:

1. Salesforce custom buttons in Click the custom button on Salesforce Accounts, Contacts and Opportunity can be used to update these specific records into QuickBooks as and when required. To set Auto run of integration, use one of the next following methods should be used.
2. Salesforce Custom Button Click Update Account to QBOE in  button on the Accounts Object.Salesforce Custom
3. Button Click Update Contact to QBOE in  on the Contacts Object.
4. Salesforce Custom Button Click Update Opportunity to QBOE and Update Invoice from QBOE in  button on the Opportunities Object. 

Using DBSync Scheduler

• Scheduler available in DBSync Account. It can be used to schedule the integration & the . For details of scheduler is available in the below link the scheduler click on the http://help2.mydbsync.com/docs1/display/dbsync/Scheduler link.