Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or QuickBooks instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Microsoft Dynamics 365 Sales to QuickBooks integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales 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
Live sync
stacksync.com - <1s
- latency
- 2-way
- sync
- 100M+
- records
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Microsoft Dynamics 365 Sales and QuickBooks
Sync customers, invoices, and payment status between QuickBooks and Microsoft Dynamics 365 Sales in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Microsoft Dynamics 365 Sales 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 Vendors, Items, Accounts, Journal entries in QuickBooks to Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 Sales 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
- Push bills and vendor data from procurement systems into QuickBooks for AP processing.
- Reconcile payment-processor payouts against QuickBooks transactions.
- Run a two-way dual-run between Dynamics and another CRM during a migration.
- Feed BI models with continuously updated CRM data instead of scheduled exports.
Collections with context
Finance sees the account owner and relationship history from Microsoft Dynamics 365 Sales when chasing a balance, and sales sees that the chase is happening.
Where Microsoft Dynamics 365 Sales 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 Microsoft Dynamics 365 Sales, so reps see overdue balances before they promise the next order.
What you can sync between Microsoft Dynamics 365 Sales 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.
| Microsoft Dynamics 365 Sales objects | QuickBooks objects | |
|---|---|---|
| Contacts Person records linked to accounts; synced with marketing and support systems. | Vendors Supplier records aligned with purchasing and spend tools | |
| Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Items Products and services referenced on invoice and bill lines | |
| Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Accounts The chart of accounts, mirrored so external postings map to the right ledger lines | |
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Journal entries Manual postings exported for consolidated financial reporting | |
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Estimates Quotes that convert to invoices, synced with CRM quoting flows | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Purchase orders Procurement documents synced with inventory and ordering systems |
What ships with Microsoft Dynamics 365 Sales ⇄ QuickBooks
Connect Microsoft Dynamics 365 Sales and QuickBooks for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–QuickBooks connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales 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 Microsoft Dynamics 365 Sales or QuickBooks record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ QuickBooks sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics 365 Sales and QuickBooks.
How the Microsoft Dynamics 365 Sales and QuickBooks connectors work
Microsoft Dynamics 365 Sales
- Integration surface
- Dataverse Web API (OData v4 REST)
- Authentication
- OAuth 2.0 via Microsoft Entra ID
- Change detection
- Dataverse change tracking with delta tokens, plus registered webhooks on table events
- Capabilities
- read · write · webhooks
- Rate limits
- Requests are governed by Dataverse service protection limits evaluated per user and time window.
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 Microsoft Dynamics 365 Sales 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.
- 01
Connect your apps
Authenticate Microsoft Dynamics 365 Sales 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.
Microsoft Dynamics 365 Sales
connected
QuickBooks
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales 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.
objects · Microsoft Dynamics 365 Sales ⇄ QuickBooksCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Microsoft Dynamics 365 Sales QuickBooksCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and QuickBooks integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and QuickBooks: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Contacts and Leads), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the QuickBooks side: Vendors, Items, Accounts, Journal entries, plus custom fields where QuickBooks exposes them. On the Microsoft Dynamics 365 Sales side: Activities, Custom Tables, Accounts, Contacts. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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Common patterns for Microsoft Dynamics 365 Sales and QuickBooks: Collections with context; Where Microsoft Dynamics 365 Sales tracks deals: closed-won creates the finance record; Payment status on the account. Finance sees the account owner and relationship history from Microsoft Dynamics 365 Sales when chasing a balance, and sales sees that the chase is happening.
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Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. QuickBooks: REST API (QuickBooks Online). Authentication: OAuth 2.0. Stacksync manages authentication, retries, and rate limits on both sides.
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QuickBooks: Updates must include the record's current SyncToken; stale tokens are rejected, giving built-in optimistic concurrency control. Microsoft Dynamics 365 Sales: Alternate keys allow upserts against external identifiers, so integrations do not need to store Dataverse GUIDs to write reliably. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 Sales and QuickBooks without custom code.
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 Microsoft Dynamics 365 Sales and QuickBooks.
Popular · 8 of 386
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Microsoft Dynamics 365 Sales ⇄ Workday -
Microsoft Dynamics 365 Sales ⇄ Anaplan -
Microsoft Dynamics 365 Sales ⇄ Chargebee -
Microsoft Dynamics 365 Sales ⇄ Hyperline -
QuickBooks ⇄ Insightly -
QuickBooks ⇄ Intercom -
QuickBooks ⇄ Kommo -
QuickBooks ⇄ Kustomer
No integrations match .
