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DBSync for Microsoft CRM, Dynamics 365 & QuickBooks Integration is an easy to use application to integrate . It integrates Microsoft CRM Accounts, Products, Opportunity, Orders, Invoice with QuickBooks Customers, Items, Job, Sales Order & Invoice.

DBSync provides Bi-directional sync with a pre-built field-to-field mappings along with the flexibility to develop complex and dynamic mappings. It has an DBSync's automatic online update , enabling all DBSync enables its customers to enjoy all the product updates and features that come with every new release.

Using the It Uses OAuth protocol for connecting to connect to MS CRM, . This makes it highly secure and easy to use.

Data Flow

Below The steps below will allow the users to setup DBSync for integration between MS CRM and QuickBooks.

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2.       Login to DBSync using the provided USERNAME Username and PASSWORDPassword.

3.       Once logged in, you users will be able to see the landing page. Click on the “Development Studio” button located on the top right side of the page.

4.       The next page will the is a working environment for all DBSync Projects, Processes and Workflows.

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7.       Click on the “Connectors” from the Left Menu and configure the MS CRM connector using your Microsoft Account credentials and . Click on SAVE Save once its Authenticated.

8.       Once authenticated, click on the available Process by clicking on the “Processes” link in the Left Menu.

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1.       Accounts to Customer: This workflow will be unidirectional integrating . It will integrate data from MS CRM to QuickBooks. MS CRM Accounts will be integrated as QuickBooks Customers.

Steps:

•  Switch Switch ON the Accounts to Customer workflow and click on EDIT . Click on the Edit button placed along side of alongside the workflow.
• In On the EDIT Edit screen, the TRIGGER sections will allow the Trigger section allows users to Query data from Source (MS CRM) and the RULE Rule section allows users to configure the mappings for the target System (QuickBooks)Click on SAVE WORKFLOW .
• Once the mapping is finished, click on Save Workflow located on the TOP RIGHT Top Right side of the page, once the mappings are finished.

2.       Quote to Estimate:  This workflow will be unidirectional integrating . It integrates data from MS CRM to QuickBooks. MS CRM Quotes and Quotes Line Items will be integrated as Estimates and Line items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

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• Switch ON the Quotes to Estimate workflow and click on EDIT the Edit button placed along side of alongside the workflow.
• In On the EDIT Edit screen, the TRIGGER sections will allow the Trigger section allows users to Query data from Source (MS CRM) and the RULE Rule section allows users to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW Once the mapping is finished, click on Save Workflow located on the TOP RIGHT Top Right side of the page, once the mappings are finished.

3.       Order to Sales Order (QuickBooksD): This data flow will be unidirectional integrating . It integrates data from MS CRM to QuickBooks. MS CRM Orders and Order Line items will be integrated as Sales Order and Sales Order Line Items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

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• Switch ON the Order to Sales Order workflow and click on EDIT the Edit button placed along side of alongside the workflow.
• In On the EDIT Edit screen, the TRIGGER sections will allow the Trigger section allows users to Query data from Source (MS CRM) and the RULE Rule section allows users to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

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4.       MS CRM Invoice to QuickBooks Invoice: This workflow will be unidirectional integrating . It integrates data from MS CRM to QuickBooks. MS CRM Invoice and Invoice Line items will be integrated as Invoice and Invoice Line Items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

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• Switch ON the MS CRM Invoice to QuickBooks Invoice workflow and click on EDIT the Edit button placed along side of alongside the workflow.
• In On the EDIT Edit screen, the TRIGGER sections Trigger section will allow the users to Query data from Source (MS CRM) and the RULE Rule section allows users to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW Once the mapping is finished, click on Save Workflow located on the TOP RIGHT Top Right side of the page, once the mappings are finished.
  
  

5.       QuickBooks Payments to MS CRM Invoice: This workflow will be unidirectional integrating . It integrates data from QuickBooks to MS CRM. QuickBooks Payments applied against the Invoice will be integrated as MS CRM Invoices/ Invoice Payments.

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• Switch ON the QuickBooks Payments to MS CRM Invoice workflow and click on EDIT the Edit button placed along side of alongside the workflow.
• In On the EDIT Edit screen, the TRIGGER sections Trigger section will allow the users to Query data from Source (MS CRM) and the RULE Rule section allows users to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW Once the mapping is finished, click on Save Workflow located on the TOP RIGHT Top Right side of the page, once the mappings are finished.

6.       QuickBooks Items to MS CRM Products (Types = Inventory, Service, Non-Inventory): This workflow will be unidirectional integrating . It integrates data from QuickBooks to MS CRM. QuickBooks Items will be integrated as MS CRM Products as flat structure.

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• Switch ON the QuickBooks Items to MS CRM Products workflow process and click on EDIT the Edit button placed along side of alongside the workflow.
• In On the EDIT Edit screen, the TRIGGER sections Trigger section will allow the users to Query data from Source (MS CRM) and the RULE Rule section allows users to configure the mappings for the target System (QuickBooks).
• Click on SAVE WORKFLOW Once the mapping is finished, click on Save Workflow located on the TOP RIGHT Top Right side of the page, once the mappings are finished.

Running the Sync.

• QuickBooks Online: Integration can be initiated using “RUN NOW” button located alongside each workflow in DBSync or can be scheduled in DBSync Scheduler.
• QuickBooks Desktop: Integration can be initiated or scheduled using QuickBooks Web connector.