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CRM ⇄ Accounting and finance

Infor CRM to QuickBooks integration — real-time, two-way sync

Keep Infor CRM 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

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Why teams connect Infor CRM and QuickBooks

Sync customers, invoices, and payment status between QuickBooks and Infor CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Infor CRM knows the relationship: who the contacts are and what is in motion with the account. QuickBooks knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Purchase orders, Credit memos, Customers, Invoices in QuickBooks to Custom entities, Accounts, Contacts, Leads in Infor CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Mirror the chart of accounts and journal entries into a warehouse for consolidated financial reporting.
  • Create QuickBooks invoices automatically from closed-won deals or e-commerce orders.
  • Support a migration to another CRM by running both systems in sync during the transition.
  • Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.

Collections with context

Finance sees the account owner and relationship history from Infor CRM when chasing a balance, and sales sees that the chase is happening.

Where Infor CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in QuickBooks with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from QuickBooks appears on the account in Infor CRM, so reps see overdue balances before they promise the next order.

What you can sync between Infor CRM 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.

Infor CRM objects QuickBooks objects
Activities Calls, meetings, and tasks synced for engagement reporting. Estimates Quotes that convert to invoices, synced with CRM quoting flows
Campaigns Marketing containers linked to leads and opportunities. Purchase orders Procurement documents synced with inventory and ordering systems
Custom entities Deployment-specific objects added through the customizable entity model. Credit memos Adjustments to receivables, needed for accurate revenue syncs
Accounts Company records matched against ERP customer masters in syncs. Customers Billing entities kept consistent with CRM accounts and subscription tools
Contacts Person records synced with marketing and support tools. Invoices Receivables created from closed deals or orders and read back for payment status
Leads Unqualified records synced in from marketing sources. Payments Received funds applied to invoices, synced for revenue reconciliation
What ships with Infor CRM ⇄ QuickBooks

Connect Infor CRM and QuickBooks for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor CRM–QuickBooks connection.

Real-time

Two-way sync

Changes in Infor CRM or QuickBooks instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CRM 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 Infor CRM or QuickBooks record.

Observability

Monitoring

Track your Infor CRM ⇄ QuickBooks sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Infor CRM and QuickBooks.

How the Infor CRM and QuickBooks connectors work

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.

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 Infor CRM 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 Infor CRM 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
    Infor CRM connected
    QuickBooks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Infor CRM 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 · Infor CRM ⇄ 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
    Infor CRM QuickBooks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Infor CRM 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 Infor CRM and QuickBooks.

Popular · 8 of 386
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