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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / integration with Quick...
Microsoft Dynamics CRM (Archived)

integration with Quick-books

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Posted on by Jay2014

Hi,

How do i go about setting up an integration between QuickBooks and CRM ?

I need to be able to run a batch job to sync records every morning.

I am not looking for a custom solution - need to be able to maintain / develop the integration myself. 

Thanks, 

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  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi,

    There are multiple options to run job every morning..

    1. Workflow - you can create custom workflow activity to sync records and run workflow every morning

    Here are some links for scheduling workflow

    community.dynamics.com/.../49032

    community.dynamics.com/.../156675

    community.dynamics.com/.../269538

    2. Console application  - create console application and schedule in windows task scheduler to run every day.

    3. SSIS package - create ssis package to sync records and execute package from SQL jobs every day.

    4. Microsoft flow - you can create flow and schedule flow to run every morning.

    hope this will give you some ideas..

  • Jay2014 Profile Picture
    Jay2014 on at

    Thanks, helps and very useful l ! What is the best method for extracting data to QuickBooks daily ?

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi..

    I believe QuickBooks has API to access data.. you should use quickbooks api to extract data.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi M,

    In case you decide to go with a custom solution. This is a list of maintainable integrations between QuickBooks and Microsoft Dynamics CRM.

    1. InoLink - Integration between QuickBooks and Dynamics CRM/365
    2. DBSync QuickBooks & Microsoft Dynamics CRM Integration
    3. Zapier Microsoft Dynamics CRM + QuickBooks Online Integrations
    4. Commercient SYNC Designed to Work with QuickBooks® and Dynamics 365 CRM

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