Overview


Microsoft Dynamics CRM Online & QuickBooks Bidirectional process or profile helps you to integrate data between Microsoft Dynamics CRM and QuickBooks. It helps you streamline your data, automate your business processes and also ensure data accuracy between MS Dynamics CRM and QuickBooks. To use this profile, DBSync solution package should be installed in your Microsoft Dynamics CRM Instance.

The mappings considered in this integration are as follows:

  • Microsoft CRM Accounts to QuickBooks Customer
  • Microsoft CRM Products to QuickBooks Items(Service, Inventory, NonInventory)
  • Microsoft CRM Opportunities to Quickbooks Jobs
  • Microsoft CRM Invoice to Quickbooks Invoice
  • Microsoft CRM Order to Quickbooks Sales Order
  • QuickBooks Customer to Microsoft CRM Account & Contact
  • QuickBooks Items to Microsoft CRM Products
  • QuickBooks Jobs to Microsoft CRM Opportunities
  • QuickBooks Invoice to Microsoft CRM Invoices
  • QuickBooks Sales Order to Microsoft CRM Order.
You can also build custom mappings for this profile. DBSync fully supports creation of custom mappings as per to your business process and needs. This profile supports Microsoft Dynamics CRM Online 2011 version and later.

This profile supports all major versions of QuickBooks: QuickBooks 2008 and later US, QuickBooks 2008 UK, Canada and Australia.
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Frequently Asked Questions


What versions of Microsoft Dynamics CRM does this profile support?

This profile supports Microsoft Dynamics CRM Online 2011 version and later.

What versions of QuickBooks this profile support?

Following versions of QuickBooks are supported by DBSync:

  • QuickBooks 2008 and Later US
  • QuickBooks 2008 UK, Canada and Australia

Can I get a free trial version of DBSync?

DBSync is available for 30 day free trial after completing the registration process.

Does this profile support Bi-directional Sync?

Yes. This profile supports Bi-Directional Sync and you can also have the control to configure unidirectional sync or as per to your business needs.

Is this profile available with On-Demand or On-Premise version of DBSync?

This profile is available with On-Demand version of DBSync.

What transaction types can we generate in Quickbooks from Microsoft Dynamics CRM Online?

We can generate following transactions in QuickBooks from Microsoft Dynamics CRM Online.

  • Invoices
  • Sales Order

What transaction types can we generate in Microsoft Dynamics CRM Online from QuickBooks?

We can generate following transactions in QuickBooks from Microsoft Dynamics CRM Online.

  • Invoices
  • Sales Order

Can I create custom mappings in DBSync?

Yes. DBSync is a complete flexible solution and it fully supports custom mappings.