2022

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DBSync Configuration Settings for Salesforce Opportunity to QuickBooks Invoice only.

  • 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.




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



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




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


  • 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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