Dynamics365 CRM and QuickBooks Desktop

Introduction

DBSync for Dynamics365 CRM & QuickBooks Desktop Integration is an easy to use application. It integrates Dynamics365 CRM Products, and Transactions with QuickBooks Desktop Item, and Transactions like Invoice, Estimate, Sales Order, and Sales Receipt. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data flow integration between Dynamics365 CRM and QuickBooks Desktop Integration is shown in the table below.

Dynamics365 CRM	QuickBooks Desktop
Account	Customer
Product	ItemInventory; ItemService; ItemNonInventory; ItemOtherCharge
Opportunity, Invoice, SalesOrder	Invoice, Estimate, Sales Order, Sales Receipt

DBSync Profile and Application Setup

• Go to www.mydbsync.com & register for Free Trial. Ensure that Source and Target Adapters areDynamics365 CRM and QuickBooks Desktop respectively.

• Login to DBSync Cloud Workflow

• Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:

• Provide your 'User Name' and 'Password' setup during signup and click 'Login'

• You will be redirected to DBSync Cloud Workflow Home Screen as shown below

• Click the Apps icon from the left navigation toolbar to add desired applications
• Click on Dynamics365 CRM Connector and Enter Username and Endpoint and then choose 'Connect to Dynamics 365 CRM'

• You need to enter Credentials(Username, Password), and then you can ‘Test Connection’, As shown below:

• Click on QuickBooks Desktop Connector and download the QuickBooks Web Connector. Ensure you copy the file path from QuickBooks Desktop and provide the details in 'QuickBooks File' location. You can also choose the version as shown in the image below.

Step1: Download QuickBooks WebConnector to run this task

• QuickBooks File: To know the path, open the QuickBooks app and press the function F2 (or Fn+F2) key from your keyboard. File path is mentioned in the 'File Information' section.

• QuickBooks Version: Choose the version as 2014 and more

• Select the number of retry counts. Usually 2.

• Save the setup

Step2: Select the task to download QuickBooks WebConnector

• Project Name: It will be the default current project

• Task Name: Choose which task to be automated.

• Click on download as admin mode and single user, and double click the .qwc file.

• Make sure your QuickBooks Desktop file is opened

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

• DBSync integration process will be added to your Quickbooks Web-Connector. Once the process is added to the web-connector, add the DBSync account password in the Password section of the Web-Connector. Then press ENTER and click on "yes".

• You are now ready to run the integration using pre-built forms.

OR you can establish a connection with your application during the template import process. The initial step of the Setup Wizard involves linking to your applications.

Process to Create an Integration

To utilize the pre-built template DBSync Dynamics365 CRM and QuickBooks Desktop follow the below steps:

First Step you need to Select the Integration Template

1. In the Template Library, look for the integration template specifically designed for Dynamics365 CRM and QuickBooks Desktop.

2. Select the template and import it into your workspace.

3. Enter a name for the integration project.

1. After importing the template, you'll be presented with a setup form containing three simple steps.

Setup Process

1. On the "Connection Setup" tab.

In this step we should Connect to our application to grant access to our Dynamics365 CRM data and also establish a connection to QuickBooks Desktop for accounting data access.

1. Setup Variables

2. 1. Here, you should define values for variables based on your company's specific use case.

   2. For example, you can select how to create/update Transactions between Dynamics365 CRM and QuickBooks Desktop and select Transaction Type in Dynamics365 CRM or QuickBooks Desktop.

1. Finally, Click 'Next' to 'Run' to complete the Integration.

You will be redirected to the 'Task Screen'.

Click 'Configure' to access various workflows pre-built for the integration.

Pre-built Template and Workflows

The template downloaded from the library contains various workflows which can be enabled to run the integration between Dynamics365 CRM and QuickBooks Desktop.

Make sure you ENABLE the required workflows before you run the integration.

Enable the Initial Setup and Run the integration to enable QuickBooks Accounts set up as displayed in the image. Also note, the following accounts are created in QuickBooks Desktop post Initial Setup Integration:

1. Income Account

Ensure you TURN OFF the check box to 'Enable Flow' for the Initial Set up (After first Run) before you run the workflow to integrate Dynamics365 CRM Orders to QuickBooks Desktop using the other workflows. The first successful run is considered for the integration.