DBSync Setup

• Open www.mydbsync.com and click on Customer Login button.

• Enter your DBSync Username and Password for and click on Sign in.

• Once logged in, click on Launch to navigate to DBSync console page.

• Select the appropriate Project and click on Connectors on the left side panel.

• You will see connectors Salesforce & QuickBooks.

• Click on Salesforce Connector select the appropriate End Point under Quick Setup tab. Click on Connect to Salesforce. This will take you to Salesforce login page. Enter your username & password to login to Salesforce. Once you login to Salesforce, your Salesforce connector is 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.

• You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill in the Salesforce Username, Password & 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 details inValidation Errors section and make the necessary changes in Advanced Properties and click on Validate Connection again.

• Click on QuickBooks connector, enter Full path to your QuickBooks file on your desktop into QuickBooks File. Select the appropriate QuickBooks Version *and enter the required *Process Name. Click on Save. 

• Note: QuickBooks must be accessed as admin and should be in single user mode. You can retrieve full path / location of your QuickBooks file by pressing* *'F2' key on your keyboard when in QuickBooks 'Home' page.

• Click on Download Web Connector to download .qwc file. Open this downloaded file with QuickBooks Web Connector.

• Click on OK on the Authorization screen.

• Select the option 'Yes, always; allow access even if QuickBooks is not running'and click on continue.

• Click on Done to confirm Access.

• DBSync integration profile will be added to your Quickbooks Web-Connector. Once the profile is added to the web-connector, add the DBSync account password in the highlighted section of the Web-Connector.

• This completes the process of configuring DBSync for integration with your Quickbooks company file.