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Introduction
- The purpose of Migration is to migrate the user's historical data on a single integration run.
- 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 step by step instructions to initiate the migration of your Quickbooks records into Salesforce objects using Salesforce & Quickbooks Bidirectional Process Template.
QuickBooks to Salesforce Migration Process
- Enter your Username and Password and click on Sign in.
- Click on Launch to check if Salesforce & QuickBooks Bidirectional Process Template is added in the profile.
- If Salesforce & QuickBooks Bidirectional Process Template is not included in the profile, go back to home page and then Click on Process Template to see the list of process templates.
- Click on SalesforceQuickBooks:Bidirectional to add this template in the profile.
- Click on Launch, DBSync Profiles will be displayed in the next tab.
![](/docs/download/attachments/819516/Picture11.png?version=1&modificationDate=1382107816000&api=v2)
![](/docs/download/attachments/819516/DBSync2.png?version=1&modificationDate=1382107889000&api=v2)
- Based on the requirement appropriate steps must be enabled before running the integration.
- To migrate QuickBooks Customer to Salesforce Accounts, select CustomerToAccount from the left column. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.
![](/docs/download/attachments/819516/Picture3.png?version=1&modificationDate=1382108236000&api=v2)
- To migrate QuickBooks Items to Salesforce Products, select ItemServiceToProduct from the left column. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.
![](/docs/download/attachments/819516/Picture4.png?version=1&modificationDate=1382108272000&api=v2)
- To migrate QuickBooks Invoice to Salesforce Opportunity, select InvoiceToOpportunity from the left column. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.
![](/docs/download/attachments/819516/Picture5.png?version=1&modificationDate=1382108297000&api=v2)
- 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, CreditMemo.