DBSync Cloud Workflow (iPaaS)

2022

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Table of Contents

Process

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

...

  • Download the DBSync Microsoft CRM-Quickbooks solution package from the following URL.

                               https://dbsync01.appmashups.com/appmanager/library/DBMSQB_1_0.zip

  • The downloaded MS CRM-Quickbooks solution package will be in a .ZIP format.
  • Upload the zipped "DBMSQB_X.zip" solution package to your Microsoft CRM Online instance as shown.

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  • Settings* — Customizations — Solutions — Import.
  • Browse for the location on your hard drive where "DBMSQB_X.zip" was downloaded and click on Next as shown.

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