Two-way sync
Changes in Dynamics 365 F&O or QuickBooks instantly reflect in both systems. No stale data, no manual imports.
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.
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.
When one system is replacing the other, run both in parallel with records matching until the switch is complete.
Where both systems keep records of the same organizations, corrections made in either propagate to the other.
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.
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 |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–QuickBooks connection.
Changes in Dynamics 365 F&O or QuickBooks instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Dynamics 365 F&O or QuickBooks data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Dynamics 365 F&O or QuickBooks record.
Track your Dynamics 365 F&O ⇄ QuickBooks sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Dynamics 365 F&O and QuickBooks.
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.
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.
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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Dynamics 365 F&O and QuickBooks: authenticate both systems, choose the objects to sync (such as Dynamics 365 F&O's Customer Invoices and Vendor Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
Common patterns for Dynamics 365 F&O and QuickBooks: Migration without a hard cutover; One customer and vendor master; Subsidiary to headquarters. When one system is replacing the other, run both in parallel with records matching until the switch is complete.
Dynamics 365 F&O: 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"). QuickBooks: REST API (QuickBooks Online). Authentication: OAuth 2.0. Stacksync manages authentication, retries, and rate limits on both sides.
QuickBooks: Webhooks fire on entity operations including create, update, delete, and merge. Dynamics 365 F&O: With 'Enable primary table' tracking, changes to child tables (e.g. a customer's address) are not captured — only root-table changes are. Stacksync's field mapping accounts for these differences between Dynamics 365 F&O and QuickBooks without custom code.
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Dynamics 365 F&O and QuickBooks records are not retained after a sync operation.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Dynamics 365 F&O and QuickBooks.