Configure QuickBooks Companies
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Before configuring QuickBooks companies, let's have a look at the attributes based on which the QuickBooks data is synced:
Account Attribute: This is a dropdown that populates all the Lookup as well as Option Set fields on Account entity. You have to select value which would be considered as criteria for syncing data from CRM to QuickBooks and vice-versa. The default value is considered Owning Business Unit.
Contact Attribute: This drop-down populates all the Lookup as well as Option Set fields on Contact entity. You have to select value which would be considered as criteria for syncing data from CRM to QuickBooks, and vice-versa. The default value is considered Owning Business Unit.
Use Field Service Tax: Field Service Tax works only for US QuickBooks companies. This is a dropdown that gives the user an option to either choose Field Service Tax entity or InoLink Tax entity. Tax data would be synced in the chosen tax entity. If the user has selected No, then InoLink Tax entity would be considered, if the user has selected Yes, then Field Service Tax entity would be considered. If Field Service Tax is set as ‘Yes’, then Tax Code and Tax Code Details (Field Service tax entities) privilege must be given to InoLink security roles for Tax synchronization.
QuickBooks Company can be synced on basis of Lookup values or Option Set fields.
Company Name: It will display the name of the QuickBooks Company. Initially, it will be empty, once the company data has been saved, you can see the name of the company.
Country: It will display the country of QuickBooks Company. Initially, it will be empty, once the company data has been saved, you can see the country.
Base Currency: It will display the base currency of QuickBooks Company. Initially, it will be empty, once the company data has been saved, you can see the base currency.
OAuth Version: Select the OAuth version of the QuickBooks Company.
Use Sandbox: Select Yes for configuring company of the Sandbox environment and No for configuring company of Production/Live environment.
OAuth Consumer Key/Client ID: This depends on the OAuth version of QuickBooks i.e. OAuth 1.0 or OAuth 2.0. You need to copy the key obtained from the QuickBooks Developer/Production Account App as mentioned in the Prerequisites.
OAuth Consumer Secret/Client Secret: This depends on the OAuth version of OAuth 1.0 or OAuth 2.0. You need to copy the key obtained from the QuickBooks Developer/Production Account App as mentioned in the Prerequisites.
Owning Business Unit: Select which Business Unit to be considered for syncing the data from CRM to QB and vice-versa. If you select Root/Parent BU, then all CRM data would be integrated with configured QB Company. If you select a child BU, then only records of selected child BU would be integrated with QB.
User: Select a CRM user under whom the records would be created (i.e. Owner of the record would be the selected CRM user).
After clicking on Authorize & Save button you will get the above message to proceed further. Once you click on Yes you will be redirected to sign in your QuickBooks system. There you need to select the required company with which you want to sync Dynamics 365 CRM.
After clicking on Connect you will get success message as shown below:
Click on (+) Add button to configure more than one QuickBooks company and fill the required details as shown in below screenshot:
Now, you need to click on Authorize & Save button and you will re-directed to QuickBooks company list screen. In case you are not logged-in to QuickBooks then you will be re-directed to Sign in page. Next, select the required company with which you want to sync Dynamics 365 CRM.
After clicking on Connect you will get success message as shown below:
For further queries, reach out to us at crm@inogic.com
