Setting up QuickBooks to work with QoS-IT

webmaster@qos-it.com — Tue, 20 Jul 2010 02:12:44 GMT

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

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Setting up MYOB AccountRight to work with QoS-IT

webmaster@qos-it.com — Mon, 19 Jul 2010 01:28:50 GMT

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 Next. The Choose Destination Location window appears.
Select the folder into which you want to install the driver. If you want to select:
- the default folder, continue with step 8 below.
- a different folder, click Browse, locate and select the desired installation folder, and then proceed with step 8 below.
Click Next. The Select Program Folder window appears.
Click Next. The Start Copying Files window appears.
To accept the installation settings, click Next. When the installation is complete, the InstallShield Wizard Complete window appears.
Click Finish.

Defining a company file as an ODBC data source

To connect to a company file using the MYOB ODBC Direct driver, you must first define the file as a data source and set up a Data Source Name (DSN). A DSN identifies your company file as a database to which other ODBC-compatible applications can connect.

To define a company file as an ODBC data source

NOTE: If you are using the 64-bit version of Windows... Do not complete the first two steps in this procedure. To access the ODBC Data Source Administrator window, you will need to open the C:\WINDOWS\SysWOW64\ folder on your hard drive and double-click the odbcad32.exe file. You can then continue with step 3 below.

Go to the Start menu and choose Control Panel.
Double-click Administrative Tools and then double-click Data Sources (ODBC).
The ODBC Data Source Administrator window appears.
Click the System DSN Tab.
Click Add. The Create New Data Source window appears.
Select MYOAU1001 and then click Finish.
The ODBC Setup Configuration window appears.
In the top section of the ODBC Setup Configuration window, enter a unique Data Source Name and a description. (For example, you could enter “MYOBDB” as the Data Source Name and “AccountRight company file” as the description.)
In the AccountRight Company File section of the ODBC Setup Configuration window, click Browse. The Select file for ODBC source window appears.
Locate and select the AccountRight company file you want to connect to.
Click Open. The ODBC Setup Configuration window appears showing the company file’s path.
In the User Name field, enter a user name that you have set up in the company file.

NOTE: To gain full access to the company file... Enter a user name that is not restricted from
accessing any windows or functions in the company file, for example, Administrator.
If you enter a user name that has been restricted from accessing windows and functions, the user
will not be able to access the tables related to those functions via ODBC.
If you have set a password for the user name entered in the previous step, enter it in the Password field. If you have not set a password, leave the field blank.
Check the Enable checkbox under Developer Access.
Click Browse and select the myob.exe or myobp.exe executable in your MYOB AccountRight installation directory.
Select the “Multi-user Access” radio button.
Click OK. The ODBC Data Source Administrator window appears.
Click OK.

Setup in Microsoft CRM

Open Microsoft CRM.
Click the Settings area.

If you have setup units and unit groups in Microsoft CRM then please skip to step 5.

Click Product Catalog.
Click Unit Groups
Click New on the tool bar to create a new Unit Group with its Primary Unit.
Example:
Click OK to create. A new window will open up to further exit the unit group if you wish. You may safely close this window having created the minimum required for MYOB.
Select QoS-IT Settings on the left hand side menu.
Click the Accounting Setup tab.
Select MYOB Australia from the Accounting Software drop down list.
The following options will appear.
Enter the DSN Name as created in the ODBC Data Source Administrator.
In the Default Product box enter a product name from AccountRight that will be used in the event that a given product in Microsoft CRM is not found in your AccountRight company file. Preferably this item should not be an inventoried item to prevent out of stock errors.
Select the Unit Group and Default Unit created earlier. These will be used when importing items (products) from your AccountRight company file.
Select the number of decimal places to use in the pricing of imported products.
Click Save to save your settings.

Download and Install Async Service

Download the Async Windows Service required to integrate your MYOB AccountRight package to QoS-IT for Microsoft CRM from the following link.

Download

Install Async Package

Double click the AsyncSetup.msi file to start the installation.
Click Next on the welcome screen
Optional : Select the Folder to install the necessary files into by clicking the Browse button
Keep a record of where you are installing the service and click Next.
Click Next again to confirm the installation.
The service will now install the windows service.
During the installation you will be prompted with this dialog.

This is the user that the windows service will run under. Please specify a domain\username and password for a user that has access to start your AccountRight package and the company file and click OK.
Click Close when the installation completes.

Changing Settings and Running the Async Service.

Go to the folder you installed the Async Service above.
Open the Settings.xml file in your favourite text editor.
There are 11 settings described below you must set before starting the service.

MYOBInvoiceEnabled : specify true or false if you would like the service to create invoices in AccountRight from Microsoft CRM.
MYOBPaymentEnabled : specify true or false if you would like the service to check for payments on invoices created in AccountRight from Microsoft CRM.
MYOBProductsEnabled : specify true or false if you would like the service to import and\or update items (products) from AccountRight into Microsoft CRM.
MYOBInvoiceRepeat : specify (in minutes) how often you would like to process Invoices.
MYOBPaymentRepeat : specify (in minutes) how often you would like to check for Payments.
MYOBProductsRepeat : specify (in minutes) how often you would like to import and\or update items (products).
CRMDomain : specify the domain name for the user that will be used to access Microsoft CRM.
CRMUsername : specify the username for the user that will be used to access Microsoft CRM.
CRMPassword : specify the password for the user that will be used to access Microsoft CRM.
CRMOrg : specify the organisation unique name of your Microsoft CRM organization.
CRMDiscoveryService : specify the url of the Microsoft CRM discovery service.
When you have completed all settings save and close the file.
You may now start the services by going to the services applet.
Open the start menu and select run (or press Windows Key + R)
Type in services.msc and click ok
Find the service named “QoS-IT Async for Microsoft CRM” and start it.

Creating a workflow to queue Invoices for Creation into MYOB AccountRight.

Open Microsoft CRM
Click the Settings area
Click Workflows
Click New on the toolbar
Specify a Workflow name. eg. Create Invoice in MYOB AccountRight.
Select Invoice in the Entity drop down list.
Click OK
The main workflow editor window will appear.
Specify a Scope of Organisation as we would like all invoices to be created automatically. This will ultimately depend on your own needs.
Select one or more items from the Start when list. We recommend Record is created so that invoices are created in MYOB AccountRight as soon as you create then in Microsoft CRM.
If you tick the On demand tick box if you wish to create old invoices in MYOB AccountRight by running the workflow manually.
You may specify criteria for which invoice will get created in MYOB AccountRight by using the Condition steps in the Add Step menu but for the purposes of this document we will assume all invoices will get created.
Click Add Step
Select the Create Record item\step
In the Create drop down list select Background Queue
Click the Set Properties button
Enter a name for the Queue Entry eg. Create Invoice {Name(Invoice)} in MYOB Account Right
Select MYOB Invoice as the Type
Enter 0 (zero) as the Number of Attempts
You do not need to fill out any of the other items on the General tab but may do so if you wish.
Click the Related Entities tab
Click inside the Related Invoice field so the Form Assistant will focus on the field
The form assistant should look like this
Click the Add button and then the OK button to create the slug in the Related Invoice field
Click Save and Close to return the the main workflow editor screen.
Click Publish when you are ready to make the workflow active.

How to get the Microsoft CRM Org Name

webmaster@qos-it.com — Mon, 12 Apr 2010 02:46:07 GMT

On the Microsoft CRM server open the “Deployment Manager” tool from the Start Menu.
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.
A list of organizations will appear in the main window.
Double click the correct organization to open it.
In the window that appears the “Unique Name” value is your Org Name.

Internal emails do not appear in CRM Queues but external emails do.

webmaster@qos-it.com — Mon, 30 Nov 2009 00:18:54 GMT

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

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Copy Microsoft CRM Views from one customization file to another

webmaster@qos-it.com — Tue, 24 Nov 2009 03:40:42 GMT

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

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QoS-IT Installation Requirements

webmaster@qos-it.com — Wed, 07 Oct 2009 02:45:00 GMT

What to do to submit information to us for installation.

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Using the QoS-IT Web Portal

webmaster@qos-it.com — Tue, 15 Sep 2009 06:13:21 GMT

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

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Customizing the QoS-IT Web portal

webmaster@qos-it.com — Mon, 07 Sep 2009 03:11:04 GMT

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

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Installing and Configuring the QoS-IT Web portal

webmaster@qos-it.com — Fri, 04 Sep 2009 02:41:14 GMT

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

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Microsoft CRM 4.0 Rollup 6

webmaster@qos-it.com — Thu, 03 Sep 2009 23:38:44 GMT

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.

Microsoft CRM Tech Blog

Setting up QuickBooks to work with QoS-IT

Setting up MYOB AccountRight to work with QoS-IT

How to get the Microsoft CRM Org Name

Internal emails do not appear in CRM Queues but external emails do.

Copy Microsoft CRM Views from one customization file to another

QoS-IT Installation Requirements

Using the QoS-IT Web Portal

Customizing the QoS-IT Web portal

Installing and Configuring the QoS-IT Web portal

Microsoft CRM 4.0 Rollup 6