Skip to content
ERP ⇄ Accounting and finance

Dynamics 365 F&O to QuickBooks integration — real-time, two-way sync

Keep Dynamics 365 F&O and QuickBooks in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Dynamics 365 F&O and QuickBooks

Keep QuickBooks and Dynamics 365 F&O agreeing on customers, invoices, and balances, whether they split the finance workload or one is replacing the other.

A dedicated finance tool and an ERP end up side by side for practical reasons: a subsidiary runs lighter software than headquarters, billing runs in a specialist system while the enterprise system holds the wider view, or the company is mid-migration and both are live. Whatever the split, the two systems describe overlapping customers and transactions, and that overlap drifts without a live connection.

Stacksync syncs Items, Accounts, Journal entries, Estimates in QuickBooks with Released Products, Sales Orders, Purchase Orders, Customer Invoices in Dynamics 365 F&O in real time and in both directions. You decide which system wins on which field, and every change made in one is reflected in the other within seconds instead of at the next batch run.

Common use cases

  • Keep customer records consistent between QuickBooks and support or subscription-management tools.
  • Push bills and vendor data from procurement systems into QuickBooks for AP processing.
  • Sync customers, vendors, and released products into an operational database that internal apps read instead of calling OData directly.
  • Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.

Migration without a hard cutover

When one system is replacing the other, run both in parallel with records matching until the switch is complete.

One customer and vendor master

Where both systems keep records of the same organizations, corrections made in either propagate to the other.

Subsidiary to headquarters

Where QuickBooks serves a business unit and Dynamics 365 F&O is the group system, transactions and customer records roll up continuously, so consolidation starts from live data.

What you can sync between Dynamics 365 F&O and QuickBooks

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Dynamics 365 F&O objects QuickBooks objects
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. Purchase orders Procurement documents synced with inventory and ordering systems
Vendor Invoices AP documents; synced with invoice automation systems. Credit memos Adjustments to receivables, needed for accurate revenue syncs
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Customers Billing entities kept consistent with CRM accounts and subscription tools
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Invoices Receivables created from closed deals or orders and read back for payment status
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Payments Received funds applied to invoices, synced for revenue reconciliation
Vendors Supplier master records; synced with procurement and AP tools. Bills Payables written in from procurement systems for AP processing
What ships with Dynamics 365 F&O ⇄ QuickBooks

Connect Dynamics 365 F&O and QuickBooks for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–QuickBooks connection.

Real-time

Two-way sync

Changes in Dynamics 365 F&O or QuickBooks instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dynamics 365 F&O or QuickBooks data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Dynamics 365 F&O or QuickBooks record.

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ QuickBooks sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Dynamics 365 F&O and QuickBooks.

How the Dynamics 365 F&O and QuickBooks connectors work

Dynamics 365 F&O

Integration surface
OData REST endpoint over data entities, plus the Data Management Framework for batch
Authentication
OAuth via Microsoft sign-in: provide the D365 F&O environment URL, sign in with Microsoft credentials, and grant the Stacksync app consent (admin consent may be required — "Need admin approval for this app")
Change detection
Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity; falls back to periodic full-sync where change tracking is unavailable
Capabilities
read · write · CDC · webhooks
Rate limits
OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
Dynamics 365 F&O setup guide

QuickBooks

Integration surface
REST API (QuickBooks Online)
Authentication
OAuth 2.0
Change detection
webhooks for entity change events, plus a Change Data Capture query operation for pull-based deltas
Capabilities
read · write · CDC · webhooks
Rate limits
subject to per-realm API request limits
How it works

How to connect Dynamics 365 F&O to QuickBooks — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Dynamics 365 F&O and QuickBooks with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Dynamics 365 F&O connected
    QuickBooks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Dynamics 365 F&O and QuickBooks objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Dynamics 365 F&O ⇄ QuickBooks
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Dynamics 365 F&O QuickBooks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Dynamics 365 F&O and QuickBooks integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Dynamics 365 F&O and QuickBooks.

Popular · 8 of 386
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.