QuickBooks Desktop to Business Central Integration

Learn how to use the QuickBooks Desktop to Business Central Integration Template

Introduction

DBSync for QuickBooks Desktop & Business Central Integration simplifies data synchronization between the two platforms. It seamlessly connects QuickBooks Customers, Items, Estimates, Sales Receipts, Sales Orders, Invoices, and Payments with Business Central’s corresponding records, such as Customers, Items, Sales Quotes, Sales Orders, Sales Invoices, and Cash Receipt Journal.

Beyond integration, DBSync facilitates historical data migration between QuickBooks and Business Central. It offers a uni-directional sync with pre-configured field mappings while allowing customization for complex data transformations. With automatic updates, users benefit from the latest features and enhancements without manual intervention.

Data Flow

The table below illustrates an example of the uni-directional data flow between QuickBooks Desktop and Business Central.

QuickBooks Desktop	Business Central
Customers	Customers
Items	Items
Invoices & Invoice Line Items	Sales Invoices & Sales Invoice Line Items
Sales Receipts & Line Items	Sales Orders & Sales Order Line Items
Estimates & Line Items	Sales Quotes & Sales Quote Line Items
Sales Orders & Line Items	Sales Orders & Sales Order Line Items
Credit Memos & Line Items	Sales Credit Memos & Sales Credit Memo Line Items
Receive Payments	Cash Receipt Journal

Creating Web Services in Business Central

This guide outlines the process to create web services in Microsoft Dynamics 365 Business Central for various sales-related transactions. The web services will be prefixed with DBSync for seamless integration.

Prerequisites

● Administrative access to Microsoft Dynamics 365 Business Central.

● Web services management permissions.

● Basic understanding of Business Central objects and OData services.

Steps to Create Web Services

1. Accessing the Web Services Page

● Open Business Central.

● Search for "Web Services" in the search bar.

● Click New to create a new web service.

1. Creating Web Services for Sales Transactions

Follow the steps below for each document type:

● Sales Quotes (DBSyncSalesQuote)

➔ Object Type: Page

➔ Object ID: 41 (Sales Quote Page)

➔ Service Name: DBSyncSalesQuote

➔ Published: Yes

➔ Click OK to save.

● Sales Orders (DBSyncSalesOrder)

➔ Object Type: Page

➔ Object ID: 42 (Sales Order Page)

➔ Service Name: DBSyncSalesOrder

➔ Published: Yes

➔ Click OK to save.

● Sales Invoices (DBSyncSalesInvoice)

➔ Object Type: Page

➔ Object ID: 43 (Sales Invoice Page)

➔ Service Name: DBSyncSalesInvoice

➔ Published: Yes

➔ Click OK to save.

● Sales Credit Memos (DBSyncSalesCreditMemo)

➔ Object Type: Page

➔ Object ID: 44 (Sales Credit Memo Page)

➔ Service Name: DBSyncSalesCreditMemo

➔ Published: Yes

➔ Click OK to save.

● Cash Receipt Journal (DBSyncCashReceiptJournal)

➔ Object Type: Page

➔ Object ID: 255 (Cash Receipt Journal Page)

➔ Service Name: DBSyncCashReceiptJournal

➔ Published: Yes

➔ Click OK to save.

DBSync Profile and Application Setup for QuickBooks Desktop:

1. Sign Up for DBSync Free Trial:

➢ Visit www.mydbsync.com and sign up for the Free Trial.

➢ During registration, ensure that Business Central is selected as the Source Adapter and QuickBooks Desktop as the Target Adapter

1. Login to DBSync Cloud Workflow:

➢ Open the DBSync Cloud Workflow login page.

➢ Click on Login and choose Cloud Workflow as shown in the image below.

Enter the User Name and Password you set up during registration and click Login