Page History

...

• 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.