Integrate QuickBooks
with Dynamics

Data Solutions

Connect QuickBooks with Dynamics to align financial and operational records across your business systems. Using KingswaySoft’s ETL-based integration, you can sync invoices, payments, account records, and more between platforms to support accurate reporting and faster reconciliation.

QuickBooks ToolkitDynamics 365 Toolkit

QuickBooks with Microsoft Dynamics Integration

Sample Integration Use Case

Sync Invoices and Customer Payments

Sync Invoices and Customer Payments

You manage financial transactions in QuickBooks and maintain sales and customer data in Microsoft Dynamics. To maintain alignment between teams, your ETL process transfers new and updated invoice records from QuickBooks to Dynamics and vice versa, reducing delays and manual reconciliation efforts.

  • New Invoices Created in QuickBooks: Filtered by date, customer type, or payment status

  • ETL Workflow Maps to Microsoft Dynamics: Fields transformed to match sales or customer modules

  • Data Synced to Microsoft Dynamics: Payment and invoice records are updated to match the accounting system

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Developed for Complex Enterprise Workloads

Our Solutions Are Built to Support
Advanced Data Workflows Across Systems

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Reduce Manual Entry and Improve Cash Flow Tracking

Reduce Manual Entry and Improve Cash Flow Tracking

Bi-directional integration between QuickBooks and Microsoft Dynamics ensures accurate financial data across both platforms.

Improve Visibility Between Teams

Keep sales, accounting, and management informed with up-to-date customer, payment, and transaction records.

Improve Visibility Between Teams

Aligned Data and Improved Workflows

Connect financial and sales data to reduce errors and improve collaboration.

Scenario Data Movement Business Outcomes
Sync customer records Microsoft Dynamics → QuickBooks Maintain consistent customer info across teams
Transfer invoice data QuickBooks → Microsoft Dynamics Reflect billing activity for reporting and planning
Sync payment status QuickBooks → Microsoft Dynamics Provide visibility into cash flow and collections
Update sales orders Microsoft Dynamics → QuickBooks Ensure the accounting system reflects sales activity
Push account balances QuickBooks → Microsoft Dynamics Share financial insights with sales and operations

System Compatibility

Integration Tools Built for Each System

Access 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

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and Migration Problems

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