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.
Note: Selected values of Account and Contact Attribute must be the same.
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.
Note: User cannot add the same company twice at the same time. As once the company is added it is saved in QuickBooks Companies section. The user can add the same Company again after removing the Company from the selected list.
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:
Note: If users configure the Root/Parent Business Unit for the first time in QuickBooks Companies then they cannot add and configure the multiple QuickBooks companies. Only when the Child Business Unit is added for the first time the user can configure multiple QuickBooks companies.
Note: If users configure the Child Business Unit for the first time in QuickBooks Companies and try to add another company with Root Business Unit then the user gets the below error. Once the company is linked with particular child business unit then user can only select child business unit to configure another QuickBooks company.
Note: If the user wants to delete the selected company from InoLink Settings then he/she first needs to unlink the Accounts/Contacts/Products. After doing so there is an option of Remove QuickBooks Companies as shown below.
Note: QuickBooks side the status displayed is 'Mappings installation in process. This may take a while'. For integration between two systems i.e. Dynamics 365 and QB requires mappings to say which field of QuickBooks must map with which field of Dynamics 365 and vice versa. This status indicates that the mappings installation is in process.
For further queries, reach out to us at crm@inogic.com
