Dynamics365 CRM and QuickBooks Online

Introduction

DBSync for Dynamics365 CRM & QuickBooks Online Integration is an easy to use application. It integrates Dynamics365 CRM Products, and Transactions with QuickBooks Online Item, and Transactions like Invoice, Estimate, 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 Online Integration is shown in the table below.

Dynamics365 CRM	QuickBooks Online
Account	Customer
Product	Item
Opportunity, Invoice, SalesOrder	Invoice, Estimate, 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 Online 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 Online Connector. Then, click on the link Connect to QuickBooks Online. Sign into QuickBooks Online to authorize DBSync for QuickBooks Online to connect.

• Click 'Save' and 'Test Connection'.

• 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 Online 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 Online.

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 four 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 Online for accounting data access.

1. Setup Variables

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

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

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

1. Finally, navigate to the "Scheduling and Automation" step.

We need to Set up scheduling parameters for automated integration between Dynamics365 CRM and QuickBooks Online. Here there are different intervals such as minutes, hours, days, or weeks. And also we can customize the schedule as needed.

You will be redirected to the 'Task Screen'.

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

2. Or Run the integration from ‘Run’.

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 Online.

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 Online 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 Online using the other workflows. The first successful run is considered for the integration.