Integration
QuickBooks Online and Dynamics CRM
QuickBooks Online to Dynamics CRM, and changes in Dynamics CRM back to QuickBooks Online. Both directions are separate sync products, configured independently, and this page shows what the shipped catalogue sets up for this pair.
- Phase 1 · forward sync
- Phase 2 · write-back
In plain wordsRecords from QuickBooks Online are pushed into Dynamics CRM, and changes made in Dynamics CRM are carried back to QuickBooks Online. Each direction is its own sync with its own configuration.
This page documents what the shipped catalogue sets up. For the commercial overview of the same pair — editions, licensing and how to buy it — Commercient publishes QuickBooks Online to Dynamics CRM integration on commercient.com .
Phase 1 — QuickBooks Online to Dynamics CRM
Phase 2 — Dynamics CRM back to QuickBooks Online
What you getChanges made in Dynamics CRM to Sales Order, Invoice, Bill, accounts, Customer, Estimate, products, Item, Payment, Purchase, Purchase Order, Sales receipt are carried back to QuickBooks Online.
| Process | What it delivers | Source → destination | Templates | Operations |
|---|---|---|---|---|
| Update Invoice | Dynamic CRM Sales Order to QuickBooks Online Invoice - Update Invoice | Sales Order → Invoice | 2 | update |
| Create New Bill | Dynamic CRM Sales Order to QuickBooks Online Bill | Sales Order → Bill | 1 | create |
| Create New Customer | Dynamics CRM Account to QuickBooks Online Customer | Account → Customer | 1 | create |
| Create New Estimate | Dynamic CRM Sales order to QuickBooks Online Estimate | Sales Order → Estimate | 1 | create |
| Create New Invoice | Dynamic CRM Sales Order to QuickBooks Online Invoice | Sales Order → Invoice | 1 | create |
| Create New Item | Dynamic CRM Product to QuickBooks Online Item | Product → Item | 1 | create |
| Create New Payment | Dynamic CRM Sales Order to QuickBooks Online Payment | Sales Order → Payment | 1 | create |
| Create New Purchase | — | Sales Order → Purchase | 1 | create |
| Create New Purchase Order | Dynamic CRM Sales Order to QuickBooks Online Purchase Order | Sales Order → Purchase Order | 1 | create |
| Create New Sales Receipt | Dynamic CRM Sales Order to QuickBooks Online Sales Receipt | Sales Order → Sales receipt | 1 | create |
| Update Bill | Dynamic CRM Sales Order to QuickBooks Online Bill - Update Bill | Sales Order → Bill | 1 | update |
| Update Estimate | Dynamic CRM Sales Order to QuickBooks Online Estimate - Update Estimate | Sales Order → Estimate | 1 | update |
| Update Product | Dynamic CRM Product to QuickBooks Online Item - Update Item | Product → Item | 1 | update |
| Update Purchase | — | Sales Order → Purchase | 1 | update |
| Update Purchase Order | Dynamic CRM Sales Order to QuickBooks Online Purchase Order - Update Purchase Order | Sales Order → Purchase Order | 1 | update |
Objects moved
- Sales Order
- Invoice
- Bill
- Account
- Customer
- Estimate
- Product
- Item
- Payment
- Purchase
- Purchase Order
- Sales receipt
Setting up QuickBooks Online and Dynamics CRM from the CLI
One wizard stands the tenant up, and it is the same five steps for every pair: register, capture the server IP, connect the CRM, declare the ERP connector, then import and enable the sync processes. What changes between pairs is the CRM’s connection mode and the ERP’s connector type.
1. Register the tenant
Registration creates the account, emails a verification link, and — once the Data Lake is seeded — prints a once-only bootstrap API key valid for seven days. The three consent flags are the registrant’s own decision, and the server refuses start without all three.
# which instance types sign-up accepts - run this first and use QuickBooks Online's code below
$ dlake register erps
# the three consent flags are the registrant’s decision - ask before passing them
$ dlake register start --generate-password \
$ --email <email> --company "<Company Name>" --phone <tel> \
$ --instance-type <code from dlake register erps> \
$ --consent-crm-backup --consent-erp-backup --consent-phone
# after the human clicks the verification link: watch for the seed and catch the key
$ dlake register status --watch
# the bootstrap key expires in 7 days - mint a durable one while it is still valid
$ dlake admin create_api_key --keyName "<tenant>-setup" --expirationDays 90
2. Connect Dynamics CRM and declare QuickBooks Online
Steps 3 to 5 of the wizard are admin-plane tools, they are safe to re-run, and the server enforces their order — attempt the CRM step before the server IP is captured and it answers 409 naming the step you skipped.
# the authoritative answer to where a registration got to - first call when resuming
$ dlake admin registration_state
# step 3: record the server IP (a prerequisite for the CRM step)
$ dlake admin registration_capture_server_ip --ipAddress <ip>
# step 4: the catalog lists every CRM with its authMode and the fields it needs
$ dlake admin registration_crm_catalog
$ dlake admin registration_crm_select --crmName Dynamics CRM
# a credentials CRM takes the fields the catalog lists for it
$ dlake admin registration_crm_connect --crmName Dynamics CRM --fields @fields.json
$ dlake admin registration_crm_finalize
# step 5: the catalog lists the connector types and the fields each one needs
$ dlake admin registration_connector_catalog
$ dlake admin registration_connector_submit \
$ --connectorType <type from the catalog> --erpName <QuickBooks Online code> --fields @fields.json
$ dlake admin registration_connector_provision
$ dlake admin registration_provisioning_status
3. Review and enable the Phase 1 processes
The shipped templates listed above are what crmpro_apply_template imports. Every one of them imports its process inactive, so an imported process does nothing until an operator activates it — read the process and its field mapping first, because an object with no mapped fields pushes nothing and records no error.
# the default-template catalog, and the mapping each template carries
$ dlake admin crmpro_templates --profile <tenant>
# what exists on the tenant now, and the master sync flag
$ dlake admin crmpro_list_processes --profile <tenant>
$ dlake admin crmpro_sync_status --profile <tenant>
# read a process and its field mapping BEFORE activating it
$ dlake admin crmpro_get_process --profile <tenant> --recordId <id>
$ dlake admin crmpro_field_mapping --profile <tenant> --recordId <id>
# turn the forward sync on
$ dlake admin crmpro_set_sync_enabled --profile <tenant> --enabled true
Processes run in a fixed order, and that order is a dependency order: a process that depends on another’s records sees them only once that process has run, so a parent flows on one run and its children on the next. The full order for this pair is on the Phase 1 page.
The wizard in full, including resuming a setup days later: Setting up an integration with dlake · Registering a new Data Lake · CRMPro (forward sync).
0Source on GitHub
This page is generated from the skill pages in the dlake CLI repository. Those pages are the authority; if they disagree with anything here, they are right.
Phase 1 source
dlake-crmpro-dynamicscrm/erps/quickbooks-online.md
Phase 2 source
dlake-txdownloaderpro-dynamicscrm/erps/quickbooks-online.md
Phase 1, in full
The complete upstream page for QuickBooks Online into Dynamics CRM, on this site.
Read the full pagePhase 2, in full
The complete upstream page for Dynamics CRM back into QuickBooks Online, on this site.
Read the full pageQuickBooks Online and Dynamics CRM: common questions
Which way does data move between QuickBooks Online and Dynamics CRM?
Both ways, as two separate syncs. Phase 1 is CRMPro, the forward sync that pushes QuickBooks Online records into Dynamics CRM. Phase 2 is TxDownloaderPro, the write-back that carries changes made in Dynamics CRM back to QuickBooks Online. They are configured independently, and a tenant can run either on its own.
What do Phase 1 and Phase 2 mean?
They are the two sync products the on-premises agent can run. Phase 1 is CommercientCRMPro, product 11, the forward sync from the source system into the CRM. Phase 2 is CommercientTxDownloaderPro, product 22, the write-back in the other direction. Registering a product says what to run; the Phase 1 and Phase 2 configuration says what it runs on.
Is there a ready-made template set for QuickBooks Online to Dynamics CRM?
Not a Standard one. The catalogue ships no Standard template for this pair, but it carries 11 community templates. A community template is authored in a tenant rather than shipped with the product and imports the same way as any other, so its names, notes, field mapping and SQL are tenant content. Read them with dlake admin crmpro_templates against the tenant that holds them.
Does the forward sync delete anything in the CRM?
Each template group carries its own insert, update and delete flags, and the integration page lists what each group does. Read a process with dlake admin crmpro_get_process before activating it.
What does the write-back from Dynamics CRM create in QuickBooks Online?
The default set ships 15 processes for this pair: Update Invoice, Create New Bill, Create New Customer, Create New Estimate, Create New Invoice, Create New Item, Create New Payment, Create New Purchase and 7 more. Each one takes a saved query against Dynamics CRM, an inbound mapping document, and writes the result into QuickBooks Online.
Which objects does the write-back move?
Sales Order, Invoice, Bill, Account, Customer, Estimate, Product, Item and 4 more. Those are the kinds of Dynamics CRM record the shipped processes carry back to QuickBooks Online.
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What does "Phase 2 ready" mean?
It means the tenant has at least one TxDownloaderPro process. Creating a process with txdownloaderpro_create_process is what flips a customer to Phase 2 ready; registering the product alone does not, because registering says what to run and the configuration says what it runs on.
How do I see the write-back processes and whether they are failing?
dlake admin txdownloaderpro_list_processes returns every Phase 2 process with its 30-day unresolved-error count, which is the same grid the portal shows. txdownloaderpro_get_process returns one process in its edit shape, including the query and both mapping documents.
How do I stop the two directions looping?
dlake admin txdownloaderpro_circular_sync_check takes a process id and names the CRM objects that also have an active Phase 1 configuration. Those are the objects where a write-back can be picked up again by the forward sync, so check it before activating a process on this pair.
Can an AI agent set this up?
Yes, over the admin control plane or the CLI — the same tools either way. The crmpro_* and txdownloaderpro_* tools cover listing, reading, creating and updating processes. They need a full-scope key that belongs to a user holding the Admin role, and every write is audited.
Where is the authoritative source for this pair?
The skill pages in the dlake CLI repository, which is where this page is generated from. The forward sync page is linked at the foot of the integration page, and the same text is readable in the terminal with dlake skills show.
Related
Every ERP and CRM integration · CRMPro (forward sync) · TxDownloaderPro (writeback sync) · AI agents & MCP · Dynamics CRM integrations on commercient.com
