QuickBooks Online to Business Central Accounts Receivable Unidirectional

Learn how to use the QuickBooks Online to Business Central Template

Overview

DBSync for QuickBooks Online & Business Central Integration is an easy to use application. It integrates QuickBooks Customers, Items, Estimate, Sales Receipt,Invoice and Payments to Business Central Customers, Items, Sales Quotes, Sales Orders, Sales Invoices and Cash Receipt Journal. DBSync is also useful in migrating historical QuickBooks data into Business Central or vice versa. DBSync provides Uni-directional sync with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

An example of Data flow for uni-directional integration between QuickBooks Online & Business Central is shown in the table below.

QuickBooks Online	Business Central
Customer	Customers
Items	Items
Invoice & Invoice Line Items	Sales Invoice & Sales Invoice Line items
Sales receipts & Line Items	Sales Order & Sales Order Line items
Estimate & Line Items	Sales Quotes & Sales Quotes Line items
Credit Memo & Line Items	Sales Credit Memo & Sales Credit Memo Line Items
Receive Payments	Cash Receipt Journal

Creating Web Services in Business Central for DBSync Integration

This provides step-by-step instructions on how to create web services in Microsoft Dynamics 365 Business Central for various sales-related transactions. The web services will be prefixed with DBSync for integration with DBSync.

Prerequisites

● Microsoft Dynamics 365 Business Central access with administrative rights.

● Web services management permissions.

● Basic understanding of Business Central objects and OData services.

Steps to Create Web Services

Accessing Web Services Page

1. Open Business Central.

2. Navigate to Web Services by searching for "Web Services" in the search bar.

3. Click on New to create a new web service.

Creating Web Services

For each document type, follow these steps:

A. Sales Quotes (DBSyncSalesQuote)

1. Object Type: Page

2. Object ID: 41 (Sales Quote Page)

3. Service Name: DBSyncSalesQuote

4. Published: Yes

5. Click OK to save.

B. Sales Orders (DBSyncSalesOrder)

1. Object Type: Page

2. Object ID: 42 (Sales Order Page)

3. Service Name: DBSyncSalesOrder

4. Published: Yes

5. Click OK to save.

C. Sales Invoices (DBSyncSalesInvoice)

1. Object Type: Page

2. Object ID: 43 (Sales Invoice Page)

3. Service Name: DBSyncSalesInvoice

4. Published: Yes

5. Click OK to save.

D. Sales Credit Memos (DBSyncSalesCreditMemo)

1. Object Type: Page

2. Object ID: 44 (Sales Credit Memo Page)

3. Service Name: DBSyncSalesCreditMemo

4. Published: Yes

5. Click OK to save.

E. Cash Receipt Journal (DBSyncCashReceiptJournal)

1. Object Type: Page

2. Object ID: 255 (Cash Receipt Journal Page)

3. Service Name: DBSyncCashReceiptJournal

4. Published: Yes

5. Click OK to save.

DBSync Profile and Application Setup

To access the DBSync Cloud Workflow, follow these steps:

1. Login to DBSync Cloud Workflow by navigating to the DBSync website.

1. Click Login and choose Cloud Workflow.

2. Enter the Username and Password credentials that you provided during signup and click Login.

1. After logging in, you will be redirected to the DBSync Cloud Workflow Home Screen.

2. Click the Apps icon from the left navigation toolbar to add desired applications.

3. Click on Business Central Connector. Select appropriate Version under Quick Setup tab. Click on Connect (0Auth). You will be redirected to the Business Central login page. Enter your Username & Password to login into Business Central. Once you login, your Business Central connector will be connected to your Business Central instance. If you want to connect using different Business Central instance, click on Disconnect in the Quick Setup tab and connect using the required Business Central credentials.

4. Click on QuickBooks Connector and select the appropriate Environment. Click on Connect to QuickBooks.This will take you to the QuickBooks Online login page. Enter your Username & Password to login into QuickBooks. Once you login, select the Company file you want to connect DBSync to. If you want to connect using different QuickBooks instance, click on Disconnect in the Quick Setup tab. Then, connect using the required QuickBooks Online credentials.

Process to Run the Integration

To utilize the pre-built template QBBC follow the below steps:

1. Login to DBSync Cloud Workflow and from the home screen click Add Template.

2. Select the template: QuickBooks Online to Business Central Accounts Receivable Unidirectional Template which allows for running multiple workflows and integration between the two applications - QuickBooks Online and Business Central Unidirectional.

3. The template will be added to Your Projects.

4. Select the template and you will be redirected to the Task Screen.

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

1. Click configure on the Flow tab and activate the Enable Flow option for any workflow you want to run.

2. Click Save.

1. Navigate to the task screen and click Setup to access the setup wizard pre-built template form as shown below.

1. You will be redirected to the setup screen.

2. Verify your applications are connected - Business Central and QuickBooks Online.

1. Click on Advanced Properties an click Test Connection and you will get a pop-up confirming the same. Ensure you verify the connection for Business Central.

1. Click Next and you will be redirected to the Setup screen.

The Setup screen displays a form like questionnaire which you can choose to answer based on the workflow you want to run. There are 4 types of integration or sync you can perform with this template as listed below.

A. QuickBooks Online Customer to Business Central Customers

Use this form to update all customer records from QuickBooks Online and push them into Business Central as Accounts. The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping:

Do you want to sync your Customers from QuickBooks Online to Customers on Business Central?

• Click Yes or No in order to update Customers from QuickBooks Online to Business Central as a customer.

B. Integrate New Items to Business Central

Use this form to update all item information as items in Business Central. The form is pre-populated with answers for the tabs and you can modify them based on your need. The form has the following fields already pre-populated with mapping:

Do you want to Sync your Items from QuickBooks to Items on Business Central?

• Choose Yes or No from the drop-down to add products from QuickBooks Online into Business Central as products/items.

C. Integrate New Estimates to Business Central

Use this form to 'Generate' Estimates transactions from QuickBooks Online to Business Central . You can create Sales Quotes or Sales Orders and directly update from QuickBooks Online to Business Central.

The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping:

Do you want to Sync your Estimates from QuickBooks to Business Central?

• Click Yes or No in order to update Estimates from QuickBooks Online to Business Central.

What kind of Transaction would you like to create on Business Central?

• Define the object from Business Central to retrieve/map the information in order to create a transaction. For example, Sales Order or Sales Quotes.

D. Integrate New Sales Receipt to Business Central

Use this form to 'Generate' Sales Receipt transactions from QuickBooks Online to Business Central . You can create Sales Quotes or Sales Orders and directly update from QuickBooks Online to Business Central.

The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping:

Do you want to Sync your Sales Receipt from QuickBooks to Business Central?

• Click Yes or No in order to update Sales Receipt from QuickBooks Online to Business Central.

What kind of Transaction would you like to create on Business Central?

• Define the object from Business Central to retrieve/map the information in order to create a transaction. For example, sales Order or Sales Quotes.

E. Integrate New Invoices to Business Central

Use this form to 'Generate' Invoices transactions from QuickBooks Online to Business Central . You can create Sales Invoices, Sales Quotes or Sales Orders and directly update from QuickBooks Online to Business Central.

The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping: Do you want to Sync your Invoices from QuickBooks to Business Central?

• Click Yes or No in order to update Invoices from QuickBooks Online to Business Central.

What kind of Transaction would you like to create on Business Central?

• Define the object from Business Central to retrieve/map the information in order to create a transaction. For example, Sales Order or Sales Quotes or Sales Invoices.

F. Integrate New Credit Memos to Business Central

Use this form to 'Generate' Credit Memos transactions from QuickBooks Online to Business Central . You can create Sales Credit Memos and directly update from QuickBooks Online to Business Central.

The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping:

Do you want to Sync your Credit Memos from QuickBooks to Business Central?

• Click Yes or No in order to update Credit Memos from QuickBooks Online to Business Central.

G. QuickBooks Online to Business Central Payment Integration

Use this form if you want to sync the Receive Payments from QuickBooks Online to Business Central.

Do you want to create Transaction Receivable in Business Central?

• Choose Yes or No to enable the sync which will update the Cash Receipt Journal information for a customer invoice in Business Central.

1. Click Next.

1. To automate the sync, select the Start Date and Start Time. Click on the Repeat dropdown menu and choose the frequency (e.g., Minutes, Hours, Days). If Minutes is selected, specify the interval in the Minutes dropdown.

1. Click Save to confirm the schedule.Click Cancel if you do not want to save changes.

2. Use the Previous button to go back and modify settings if needed. Click Finish to complete the scheduling process.