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• Integration from MS 365/CRM On-Premise to QB QuickBooks Online Invoice is invoked provided the Generate field in MS 365/CRM On-Premise Invoice is selected as Invoice.

• It is mandatory that MS 365/CRM On-Premise Invoice (to be integrated with QB QuickBooks Online Invoice) is associated with the respective MS 365/CRM Account & also should have Products with Price List attached to it for DBSync to invoke integration.
  
  

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1. Download the DBSync MS 365/CRM-Quickbooks solution package from the following URL. https://dbsync-template-library.s3.amazonaws.com/DBMSQBDBMSQuickBooks_3_0.zip
2. The downloaded solution packages will be in a.ZIP format.
3. Upload solution package to your Microsoft 365/CRM On-Premise instance as shown.               Settings > Customizations > Solutions > Import.
4. Once the Solution Packages are uploaded to your MS Dynamics CRM On-Premise instance, you should be able to see the same in the Solutions list as shown below. Click on Publish All Customizations button to commit all the changes done to your MS 365/CRM instance.
5. After the successful import of the solution packages, you will find a section called "DBSync" within Account, Contact, Opportunity, Invoice and Order objects with custom fields that are essential for the Integration process.
6. The Price List Item will include the List Price defined on the Product. If you only have one Price List in your system, the Price List Item will be linked to that Price List. If you have multiple Price Lists, the first Price List created in your system will be used.

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