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

1. Download the DBSync Microsoft Dynamics 365/CRM -Quickbooks solution package from the following URL - https://dbsync-template-library.s3.amazonaws.com/DBMSQuickBooks_3_0.zip.
2. The downloaded solution packages will be in a.ZIP format.
3. Upload solution package to your Microsoft Dynamics 365/CRM  On-Premise instance by clicking Settings > Customizations > Solutions > Import.
4. Once the Solution Packages are uploaded to your Microsoft Dynamics 365/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 Microsoft Dynamics 365/CRM  instance.
5. After the successfully importing the solution packages, you will find a section called "DBSync" within Account, Contact, Opportunity, Invoice and Order objects with the 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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