The user that will complete this process and give consent must have Admin permissions on QBO app.
- Under the Administration Area > Admin Hub > Integrations > QuickBooks Online (Accounting Systems) > Create
- Add a name and specific the Environment Type:
- Save the QuickBooks connector. Open it again (there’s an edit button in the drop-down menu under the gear icon). These fields will populate for you from QuickBooks after the consent process is completed: Real ID, Refresh Token, Expires On
- Click on the Configure button to begin the consent between Work 365 and Quickbooks online. This will setup the integration between the two applications
Begin the Configuration Process for the Connector:
Settings in Quickbooks online are available under the gear icon in the top right corner: e.g. Products and Services in Quickbooks can be found under the settings in Quickbooks->Products and Services->Write-In Product
Write-In Product SKU: A Write in Product is used when there is no actual product on the invoice. Copy the Write-In product SKU from Quickbooks into this setting.
Use Dynamics 365 Invoice Number: Whether to use Quickbooks or Dynamics 365 invoice number
|Yes||The Work 365 Invoice number is synced into Quickbooks|
|No||The Quickbooks online Invoice number is used|
Quickbooks online settings may need to be updated to allow for Custom Transaction numbers to use the Dynamics/Work 365 Invoice numbers
Download Invoice PDF: Whether to use the PDF template for the invoice from Quickbooks or Work 365
|No||The PDF is generated from the document invoice template in Work 365|
|Yes||The system will download the invoice PDF from QBO and attach as a note in the time line of the CRM invoice|
Payment Term mapping: Map the payment terms from Work 365 to the payment terms in QuickBooks. Copy the subtext (gray text) and paste it in the field. For the listed Items, paste the equivalent QuickBooks payment terms. Remove the brackets [and].Remove the ones you are not using or to add more payment terms.
Add custom payment terms in Work 365 under Admin Hub
Product Class Mapping: Map product classes in Work 365 to the Product Classes in QuickBooks Online. Copy the subtext (gray text) and paste in the field. For the listed Items paste the equivalent QuickBooks product classes. Only map the values that you are using and remove the unused ones.
Product Class Hierarchies: “where [classX] is the fully qualified class name in QBO (The fully qualified name prepends the topmost parent, followed by each sub-element separated by colons. Takes the form of Parent:Subclass1: Subclass2″
Example Item 1: IPResale=All Products:Invoices: IP Resale
Default income Account: For products in Work 365 that don’t exist yet in QuickBooks, the product in Work 365 needs to map to a default income account in QuickBooks.
For Account Hierarchies: “(The fully qualified name prepends the topmost parent, followed by each sub-element separated by colons. Takes the form of Parent:Subaccount1: Subaccount2)
Quickbooks configuration is complete. Be sure to Save the Connector settings
Updated about 2 months ago