QuickBooks to Salesforce Data Migration

Introduction

1. The purpose of Migration is to migrate the user's historical data on a single integration run.

2. Update functionality updates records in QuickBooks and Salesforce.

3. The section 'QuickBooks to Salesforce Migration Process' below, provides step by step instructions on how to initiate the migration of your Quickbooks records into Salesforce objects using Quickbooks Desktop to Salesforce Accounts Receivable Template.

QuickBooks to Salesforce Migration Process

1. Go to www.mydbsync.com. Click Login.

2. Enter your Username and Password. Click Sign in.

3. Navigate to Project and verify that the Quickbooks Desktop to Salesforce Accounts Receivable template is added. Click this project to be directed to the Automated Task page.

   1. If Quickbooks Desktop to Salesforce Accounts Receivable Template is not included, go back to the Home page. Search for this template.

   2. Click Add to Project for Quickbooks Desktop to Salesforce Accounts Receivable to add this template to your project. You will be directed to the Automated Task page.

4. In the Automated Task page, click Setup and fill in the required details.

5. Once the form is completed, click Configure to be directed to the Flow builder page.

6. Enable the required Flow and from the Settings dropdown, select Runtime Property.

7. In the Runtime Property, change the Last Success Run date (and time) from which you want to Migrate the data.

8. Click Save.

9. Run the web connector to initiate the sync.