Salesforce & Quickbooks BiDirectional Template

• 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.
• The above procedure can be replicated for other mapping states like OpportunityToSalesOrder, OpportunityToSalesReceipt, OpportunityToEstimate and OpportuintyToCreditMemo.

Salesforce & Quickbooks Online BiDirectional Template

Disabling jobs in Quickbooks Online template requires one to access the dbsync console as it cannot be disabled via Quickstart window. The following section illustrates the same.

• Login to your dbsync console as shown in the above Quickbooks desktop section.
• Click on Manage--> edit link as shown below.