QuickBooks Online to Business Central Integration

Learn how to use the QuickBooks Online to Business Central Template

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	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.

1. In the Connect tab, verify that your applications are connected - Business Central and QuickBooks Online.

For more information about connecting the Business central application, click here.

For more informaiton about connecting the QuickBooks Online application, click here.

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 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.

1. Click Next.

1. 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.

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

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