In order for QuickBooks to function with Microsoft CRM you must have version 4.7 or above of QoS-IT. If you are unsure of what version you have installed contact us to find out.

Setup in Microsoft CRM
Download and Install Sync Tool
Install the Sync Tool
Setting up the Sync Tool
Running the QuickBooks processes
Running the QuickBooks processes automatically
Creating a workflow to queue Invoices for creation into QuickBooks




 

In order for MYOB to function with CRM you must have version 4.7 or above of QoS-IT. If you are unsure of what version you have installed contact us to find out.

Installing MYOB ODBC Direct

When you install your AccountRight software, the MYOB ODBC Direct driver is installed automatically. If you have uninstalled the driver, and need to reinstall it, complete the following procedure. If you already have it installed go to “Defining a company file as an ODBC data source”

To install MYOB ODBC Direct

Log in to Windows as the Administrator or Power User if your computer only allows people with administrator privileges to install programs. Using Windows Explorer, open the AccountRight program folder, and open the ODBCDirect subfolder. Double-click the setup.exe installer file. The Welcome window appears. Click Next. The License Agreement window appears. Read the agreement and if you accept it, select the I accept the terms of the license agreement option. Click...

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1. On the Microsoft CRM server open the “Deployment Manager” tool from the Start Menu.
2. If you have the right permissions you should see “Organizations” on the menu on left hand size of the Deployment Manager tool window. Click it to list the organizations available.
3. A list of organizations will appear in the main window.
4. Double click the correct organization to open it.
5. In the window that appears the “Unique Name” value is your Org Name.

If you are having this issue then check the following setting in your CRM.

How to copy Microsoft CRM Views from one customization file to another using the MSCRM View Copy Tool from our website.

What to do to submit information to us for installation.

Follow these instructions if you are not sure how to use the QoS-IT Portal

Assuming you have read and performed the instructions for installing the Web Portal (Instructions found here) follow these instructions to customize the web portal.

Read this article for instructions on how to install and configure the Web Portal.

Rollup 6 has been released for Microsoft CRM 4.0. This update includes all updates in previous rollups so you do not need to install them before installing this update.

You can find the Knowledge base Article here KB970148
You can download it here KB970148

Please make sure to backup all your data before installing.