Payments is the custom entity shipped along with the solution. This entity is where all the payments from accounting history of any record is stored in this entity when synced from QuickBooks to Dynamics CRM. The purpose of developing this custom entity is to provide the same look and feel of the record when synced. As there is no same architecture of Dynamics 365 CRM and QuickBooks.

In Classic Web:

In Unified Interface:

In this section you will get all the payment details that have been made in QuickBooks getting updated in Dynamics 365 CRM.

Further to drill down the invoice that is paid, you can select the invoice record from Applied Transaction. There you will get the payments details along with the invoice details.

For further queries, reach out to us at

Last updated