Introduction

• The migration template has been formulated from QuickBooks to Salesforce data migration.
• The main purpose of this template is to migrate the user's history records at once.
• Also the update functionality has been provided with this to make sure that the records are updated both at QuickBooks as well as Salesforce.

• The following section gives you step by step instructions to initiate the migration of your Quickbooks records to Salesforce objects using Salesforce & Quickbooks Migration Process Template.

Purchase Required Adapters

• Go to www.mydbsync.com and register using Register Link on the left hand side of the page or at top right corner of the page.
• To Add Adapters go to www.mydbsync.com and click on Customer Login. Enter your USER NAME and PASSWORD and click on Login. Select Library link from the top menu.

• In the Library page, scroll to the bottom of the page and navigate to page 2 to select the Salesforce & Quickbooks Migration template as shown in the screenshot below.

• You will be presented with the list of various solutions/adapters available for DBSync Application. Select any Solution by clicking View More Button besides each Solution Template.

• The validation for the Salesforce adapter is a must for proceeding further in the synchronization.

• There are generally four maps for each state as update and upsert as for example the CustomerToAccount has been shown. The maps are for updating the already existing Customer or for creating a new Customer.