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Overview

DBSync for Microsoft CRM Online & QuickBooks Desktop Integration is easy to use the application to integrate Microsoft CRM Accounts, Products, Opportunity, Sales Order, Invoice with QuickBooks Customers, Items, Job, Sales Order & Invoice. DBSync is also useful to migrate historical QuickBooks data into Microsoft CRM Online or vice versa. DBSync provides Bi-directional sync with a pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release. The MS Dynamics CRM Online to QuickBooks Desktop connector uses the OAuth protocol, making it highly secure and easy to use.

Data Flow

Data flow of Bi-directional integration between Microsoft CRM Online & QuickBooks Desktop is shown in the below table.

Process Map

Process Map of Bi-directional integration between Microsoft CRM Online & QuickBooks Desktop is shown in the below image.

Pre-requisite for integration

  • Integration from Microsoft CRM to QuickBooks Invoice is invoked provided the Generate object field in Microsoft CRM Invoice is selected as Invoice.
  • It is mandatory that Microsoft CRM Invoice (to be integrated with QB Invoice) is associated with the respective Microsoft CRM Account & also should have Products with Price List attached to it for DBSync to invoke integration.

Microsoft CRM Setup

Microsoft CRM-Quickbooks solution package can be downloaded from Microsoft Azure Appsource and click here to access the solution package to try it on Microsoft Appsource platform. 

Alternatively for the Unmanaged installations, kindly follow the below steps for setting up Microsoft CRM & QuickBooks Integration through iPaaS 

  1. Download the DBSync Microsoft CRM-Quickbooks solution package from the following URL. https://dbsync01.appmashups.com/appmanager/library/DBMSQB_3_0.zip
  2. The downloaded solution packages will be in a.ZIP format.
  3. Upload the zipped "DBMSQB_X.zip" solution package to your Microsoft CRM Online instance as shown. Settings > Customizations >Solutions > Import.
  4. Browse for the location on your hard drive where "DBMSQB_X.zip" was downloaded and click on Next.
  5. Once the Solution Packages are uploaded to your Microsoft Dynamics CRM Online 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 Microsoft CRM instance.
  6. 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.

Note:
Out of the box, DBSync supports Products/Items in a flat structure and not in Hierarchy as Products in Microsoft CRM does not support a Hierarchical structure. Please look at our Knowledgebase for steps in handling hierarchies in Items from QuickBooks.

DBSync Setup

  1. Login into www.mydbsync.com and click on Customer Login.
  2. Enter your DBSync User Name and Password and click on Login.
  3. Once logged in, click on "My Home" tab from the menu and click on the Launch button.
  4. Click on the Project MSCRM Online to QuickBooks, click on the Connectors button on the left panel.
  5. You will see connectors MSCRMQuickBooks.
  6. Click on Microsoft CRM Connector, enter your Microsoft CRM global administrator username and password. Make sure you modify the "MSCRM Soap URL" according to the domain name provided to you by Microsoft at the time of registration for Microsoft Dynamics CRM Online application. A simple example is shown. Microsoft CRM Soap URL : https:// (https://**)<<server_name>/
  7. In the above example, your server_name should be prefixed in place of the default value.
  8. Scroll down to the bottom of the section and click on Validate Connection button to validate your Microsoft CRM credentials & click on Save.
  9. If you are using it for the first time, click on the Activate button. A screen will appear. Enter your global administrator username, and accept the terms and conditions. You can now connect to your MS online account.

QuickBooks Desktop Setup:

  1. Login into www.mydbsync.com and click on Customer Login.
  2. Enter your DBSync User Name and Password and click on Login.
  3. Once logged in, click on "My Home" tab from the menu and click on the Launch button.
  4. Click on the Project MSCRM Online to QuickBooks, click on the Connectors button on the left panel.
  5. You will see connectors MSCRMQuickBooks.
  6. Click on Quickbooks connector, enter the full path to your QuickBooks file on your desktop into QuickBooks File. Select the appropriate QuickBooks Version and enter the required Process Name. Click on Save.
  7. Note: QuickBooks must be accessed as admin and should be in single user mode. You can retrieve the full path/location of your QuickBooks file by pressing 'F2' key on your keyboard when in QuickBooks 'Home' page.
  8. Click on Download Web Connector to download the .qwc file. Open this downloaded file with QuickBooks Web Connector.
  9. Click on OK on the Authorization screen.
  10. Select the option 'Yes, always; allow access even if QuickBooks is not running' and click on continue.
  11. Click on Done to confirm Access.
  12. Web connector will be launched with the selected integration Project. Select the integration Project and enter DBSync password and finally click on "Update Selected" to run the integration.
  13. Note: Any changes performed in the mapping window would change the Project file and very likely will affect the data flow and integration as well.
  14. This completes the configuration of your DBSync profile with your Microsoft Dynamics CRM Online instance and QuickBooks desktop.

Profile Setup


Microsoft CRM

Configuration

Instructions

Username

<<Username>>

Password

<<Password>>

MSCRM Port URL

https:// (https://**)<<server_name>>/

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