# Sync CRM Accounts, Contacts & Products to QuickBooks

To sync Dynamics 365 CRM records to QuickBooks, you can follow the steps below:

* Open record you want to sync with QuickBooks. For example, open Account from Dynamics 365 CRM. You will find the **'Promote'** button in the ribbon bar as shown below:

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MVIFzmDJE_mStRiZ8pS%2F-MVIJI4XQ5m4yrpl0egb%2FSync%20Acc_1.png?alt=media\&token=7c7cfd46-81ba-40fd-8a20-88257f20f395)

* Once you click on this button, the Link Status will be updated to **'To be Linked'** as shown in the below screenshot:

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MVIFzmDJE_mStRiZ8pS%2F-MVILwwqmIQmErtRPAaR%2FSync%20Acc_2.png?alt=media\&token=9fc0d45d-edfc-4279-9382-7ade47dba8cb)

* In the background this will initiate a Link Job to be processed by the service to move the update from CRM to QuickBooks.
* A link Job for this account with Link status set as **'Queued'** as shown in the below image will be created.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MVIFzmDJE_mStRiZ8pS%2F-MVIM3UhxouaFsmdDj3o%2FSync%20Acc_3.png?alt=media\&token=23b87053-bde6-4a74-bdb3-3bdeff4f5423)

* Similarly, you can schedule jobs for Dynamics 365 CRM to QuickBooks update for **Contact, Product, Quote and Invoice.**
* To unlink a record so that updates are not taken over from one system to the other, you need to click on the **UnLink** button in the ribbon bar.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MVIFzmDJE_mStRiZ8pS%2F-MVIMB_sHZMY9mfATbRq%2FSync%20Acc_4.png?alt=media\&token=a59674f9-1277-4cf0-84a3-9fdea5e6ed1e)

* Clicking on this button will change the Link Status on the record to Unlinked as shown in the below image:

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MVIFzmDJE_mStRiZ8pS%2F-MVIMIj43JNMEFbnlSZo%2FSync%20Acc_5.png?alt=media\&token=6dd402b0-0b31-4095-85d2-79d532537297)

* This button is only available on records that are already integrated with QuickBooks.
* Ensure the feature is enabled using the **InoLink Settings Tool**. Go to **InoLink Settings --> Check for the required feature in Dynamics 365 CRM to QuickBooks synchronization.**
* If the job was successfully processed the Link Job status is updated to **Success.** If there was an error in processing the job request, it would be updated to **Error** and the error description would be available in the **Error Description** field on the Link Job.
* When Link job is processed successfully, the Account Link status is updated to **'Linked'.** In case of an error, it is set to **'Error'.**

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}