2022
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Using the OAuth protocol for connecting to CRM, makes it highly secure and easy to use.
Data Flow
Below steps will allow the user to setup DBSync for integration between MS CRM and QuickBooks.
General Steps:
Workflows:
Steps:
- Switch ON the process and click on EDIT button placed along side of the workflow.
- In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows 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.
Steps:
- Switch ON the Quotes to Estimate process and click on EDIT button placed along side of the workflow.
- In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows 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.
Steps:
- Switch ON the Order to Sales Order process and click on EDIT button placed along side of the workflow.
- In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows 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.
Steps:
- Switch ON the MS CRM Invoice to QB Invoice process and click on EDIT button placed along side of the workflow.
- In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows 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.
Steps:
- Switch ON the QB Payments to MS CRM Invoice process and click on EDIT button placed along side of the workflow.
- In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows 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.
Steps:
- Switch ON the QB Items to MS CRM Products process and click on EDIT button placed along side of the workflow.
- In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows 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.
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.