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1. The purpose of Migration is to migrate the user's historical data on a single integration run.
2. Update functionality has been provided to make sure that the records are updated both in QuickBooks as well as Salesforce.The following section gives you updates records in QuickBooks and Salesforce.

3. The section 'QuickBooks to Salesforce Migration Process' below, provides step by step instructions on how to initiate the migration of your Quickbooks records into Salesforce objects

   using

   using Salesforce & Quickbooks Bidirectional

   Process

    Process Template.

   
   

1. Go to www.mydbsync.com and click . Click on Customer Login.
2. Enter your Username and Password and click . Click on Sign in.
3. Click on Launch to check if Salesforce & and QuickBooks Bidirectional Process Template is added in to the profile.
4. If Salesforce & and QuickBooks Bidirectional Process Template is not included in the profile, go back to home the Home page and then . Click on Process Template to see the list of process templates.
5. Click on SalesforceQuickBooks:Bidirectional to add this template in the to your profile.
6. Click on Launch, . DBSync Projects page will be displayed display in the next tab.
7. Click on Projects > SalesforceQuickBooks:Bidirectional > Connectors.
8. Configure DBSync with QuickBooks Web connector. The For a detailed step by step process of configuration is shown in the following link.  configuration process click on Configuring DBSync with QuickBooks Web Connector link.
9. Based on the requirement requirements, appropriate steps must be enabled before running the integration.
10. To migrate QuickBooks Customer to Salesforce Accounts, click on Processes > SalesforceQuickBooks:Bidirectional > turn on CustomerToAccount work flow. In the “Last Success Run”, edit the date from when which you want to Migrate the data and . Click on Save.
11. To migrate QuickBooks Items to Salesforce Products, click on Processes > SalesforceQuickBooks:Bidirectional > turn on ItemServiceToProduct work flow. In the “Last Success Run” edit the date from when which you want to Migrate the data and . Click on Save.
12. To migrate QuickBooks Invoice to Salesforce Opportunity, click on Processes > SalesforceQuickBooks:Bidirectional > turn on InvoiceToOpportunity work flow. In the “Last Success Run” edit the date from when which you want to Migrate the data and . Click on Save.
13. Similar Follow similar procedure can be followed to migrate Items belonging to Item types Inventory, Non-Inventory, Discount, Other Charge and Sales Tax and the transactions of type Estimate, SalesOrder, SalesReceipt and CreditMemo.