# QuickBooks Online to Business Central Integration ## Introduction DBSync’s **QuickBooks Online to Business Central Integration** provides a robust and easy-to-use solution for synchronizing financial and operational data between **QuickBooks Online** and **Microsoft Dynamics 365 Business Central**. This integration supports the following object mappings: * **QuickBooks Online**: Customers, Items, Estimates, Sales Receipts, Invoices, and Payments * **Business Central**: Customers, Items, Sales Quotes, Sales Orders, Sales Invoices, and Cash Receipt Journals In addition to the real-time synchronization, DBSync also supports the **migration of historical Accounts Receivable data** from QuickBooks Online to Business Central, making it useful for data consolidation and ERP transition scenarios. The integration comes equipped with a **pre-built field-to-field mappings**. It also provides the flexibility to accommodate **complex or dynamic mapping requirements**, based on the business logic. DBSync's **automatic update mechanism** ensures that customers receive the latest features and enhancements with every new product release, without requiring manual intervention. ### Data Flow An example of the data flow for the integration between QuickBooks Online & Business Central is shown in the table below.

QuickBooks Online	Sync Direction	Business Central
Customer	--->	Customers
Items	--->	Items
Invoice & Invoice Line Items	--->	Sales Quote/Order/Invoice & Sales Invoice Line items
Sales receipts & Line Items	--->	Sales Quotes/Order & Sales Quote/Order Line items
Estimate & Line Items	--->	Sales Quotes/Orders & Sales Quotes/Orders Line item
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. ## Process to run the Integration To utilize the pre-built **QuickBooks to Business Central Integration** template, 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 Integration** template which allows for running multiple **unidirectional** workflows and integration between the two applications - **QuickBooks Online** and **Business Central**. 3. The template will be added to your **Projects**. 4. Select the template and you will be redirected to the **Task** screen. 5. Click **Setup** to access the setup wizard of the pre-built template form as shown below.

6. In the Connect tab, verify that your applications are connected - Business Central and QuickBooks Online. {% hint style="info" %} For more information about connecting the Business central application, click [here](https://docs.mydbsync.com/cloud-workflow/connectors/microsoft-dynamics-365-business-central). For more informaiton about connecting the QuickBooks Online application, click [here](https://docs.mydbsync.com/cloud-workflow/connectors/quickbooks-online). {% endhint %}

7. 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.

8. Click **Next** and you will be redirected to the **Setup** tab. 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.

9. Click **Next**.

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

11. Click **Save** to confirm the schedule. Click Cancel if you do not want to save the changes. 12. Use the Previous button to go back and modify settings if needed. Click **Finish** to complete the scheduling process.