Integrate Dynamics 365
with QuickBooks
Data Solutions
Connect Dynamics 365 with QuickBooks to align CRM and accounting operations for billing, invoicing, and financial reporting. Through ETL-based integration, teams can automate the exchange of financial records between platforms while maintaining control over data accuracy and structure.
Sample Integration Use Case
Sync CRM Invoices to Accounting
Your sales team generates quotes and invoices in Dynamics 365, which must be reflected in QuickBooks for processing and reconciliation. Using scheduled ETL workflows, invoice records are pushed to QuickBooks to ensure accounting has timely access to critical billing data.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Simplify Quote to Cash Across Systems
By integrating Dynamics 365 with QuickBooks, businesses can reduce manual entry and keep customer and billing data in sync.
Accurate Accounting Based on CRM Activity
Invoicing, payments, and account balances can be updated automatically, ensuring finance teams have up-to-date records from sales.
Aligned Data and Improved Workflows
Automate invoice and customer record sync between Dynamics 365 and QuickBooks to simplify financial operations.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Sync new invoices to QuickBooks | Dynamics 365 → QuickBooks | Ensure billing reflects real-time CRM activity |
| Update contact info in QuickBooks | Dynamics 365 → QuickBooks | Keep financial records aligned with CRM profiles |
| Import payment status to CRM | QuickBooks → Dynamics 365 | Show latest payment updates to sales and account teams |
| Record refunds from QuickBooks | QuickBooks → Dynamics 365 | Maintain a full financial view in CRM |
| Automate quote to invoice process | Dynamics 365 → QuickBooks | Reduce handoffs and shorten billing cycle |
System Compatibility
Integration Tools Built for Each System
Dynamics 365
Extract and load data from all standard and custom entities across CRM, Sales, and ERP workloads.
Learn More
QuickBooks
Work with customer, invoice, payment, and refund data using API components to read from and write to QuickBooks.
Learn MoreAccess the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.
Comprehensive Integration Solution
Using Our SSIS Ultimate Edition
Dynamics 365 Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
Integrate Dynamics 365 with Azure Data Lake
Integrate Dynamics 365 with Azure Functions
Integrate Dynamics 365 with Azure Service Bus
Integrate Dynamics 365 with Excel
Integrate Dynamics 365 with LinkedIn
Integrate Dynamics 365 with Power BI
Integrate Dynamics 365 with Salesforce
Integrate Dynamics 365 with SharePoint
Integrate Dynamics 365 with Microsoft Teams
Integrate Dynamics 365 with XML
More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
Salesforce
SharePoint
