2022
Page History
...
Microsoft Dynamics CRM Online to QuickBooks Bidirectional template provides integration between QuickBooks and Microsoft Dynamics CRM Online. The integration solution is defined as a process within the DBSync profile.
Microsoft CRM |
| QuickBooks | |
|---|---|---|---|
Accounts and Contacts as |
| Customer | |
Products as |
| Items | |
Opportunity as |
| Jobs | |
Invoice as |
| Invoice | |
Order as |
| Sales Order |
Process Map
Microsoft CRM |
...
Microsoft CRM | QuickBooks | |
Account/Contact | Customer | |
Opportunity | Jobs | |
Product | ItemService,ItemInventory,ItemNonInventory | |
Invoice | Invoice | |
Order | Sales Order |
QuickBooks |
...
QuickBooks | Microsoft CRM | |
Customer | Accounts | |
Customer | Contacts | |
Jobs | Opportunity | |
ItemInventory | Products | |
ItemNonInventory | Products | |
Invoice | Invoice | |
Sales Order | Order |
...
Overview
Content Tools