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.

Process to Create an Integration

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

1. Click Add Template > Dynamics365 CRM and QuickBooks Online Integration from the Template Library.

1. Click Import. You can choose to provide a custome name for the template and click Next.

2. Go to the Task Screen and click Configure to review pre-built workflows.

Configure the template

1. In the Connect tab, connect your connectors and test the connection before customising the field mappings.

Configure Data Mapping

1. In the Setup tab, customize the field mappings for entities that you want to map from Dynamics365 CRM to QuickBooks Online and click Next.

Setup Variables

1. Definethe 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.

Schedule Synchronization

1. Navigate to the Schedule tab and define sync intervals (e.g., every 1 hour, daily).

2. Enable the scheduler to automate data synchronization.

Run Synchronization

1. Navigate to the Run tab and click Run to start manual synchronization or check logs for automated runs if the integration is scheduled.

2. 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 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:

• 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.