Real-time
Two-way sync
Changes in Microsoft Dynamics 365 or QuickBooks instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Accounting and finance
Microsoft Dynamics 365 to QuickBooks integration — real-time, two-way sync
Keep Microsoft Dynamics 365 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.
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Why teams connect Microsoft Dynamics 365 and QuickBooks
Connect the financial records in QuickBooks with the work happening in Microsoft Dynamics 365, so both stay current without exports or copy-paste.
QuickBooks holds the financial truth: who the customers are, what they were billed, what they paid. Microsoft Dynamics 365 is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Credit memos, Customers, Invoices, Payments in QuickBooks and Opportunities, Cases (Incidents), Quotes, Orders & Invoices, Products in Microsoft Dynamics 365 in sync, bi-directionally and in real time. Whatever records Microsoft Dynamics 365 keeps and whatever events it produces, the overlap with QuickBooks is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
Common use cases
- 01 Mirror the chart of accounts and journal entries into a warehouse for consolidated financial reporting.
- 02 Create QuickBooks invoices automatically from closed-won deals or e-commerce orders.
- 03 Replicate standard and custom Dataverse tables into a warehouse for reporting.
- 04 Enrich leads from external data sources and write scores back onto Dynamics records.
Common sync patterns
Where Microsoft Dynamics 365 handles customer conversations: billing context in view
Front-line teams see invoice and payment status from QuickBooks next to the customer they are helping, without logging into the finance system.
Where Microsoft Dynamics 365 collects payments or triggers charges: events land in QuickBooks
Payment and charge activity flows into QuickBooks as it happens, so the books reflect reality without manual reconciliation.
Where Microsoft Dynamics 365 tracks people or companies: one identity
A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
What you can sync between Microsoft Dynamics 365 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 objects | QuickBooks objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | Accounts The chart of accounts, mirrored so external postings map to the right ledger lines | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Cases (Incidents) Support records shared with ticketing tools and product databases. | Invoices Receivables created from closed deals or orders and read back for payment status | Cases (Incidents) is specific to Microsoft Dynamics 365 and Invoices to QuickBooks — each maps to any object or custom field on the other side. | |
| Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | Payments Received funds applied to invoices, synced for revenue reconciliation | Quotes, Orders & Invoices is specific to Microsoft Dynamics 365 and Payments to QuickBooks — each maps to any object or custom field on the other side. | |
| Products Catalog records aligned with ERP item masters. | Bills Payables written in from procurement systems for AP processing | Products is specific to Microsoft Dynamics 365 and Bills to QuickBooks — each maps to any object or custom field on the other side. | |
| Activities Emails, calls, and tasks captured for engagement analytics. | Vendors Supplier records aligned with purchasing and spend tools | Activities is specific to Microsoft Dynamics 365 and Vendors to QuickBooks — each maps to any object or custom field on the other side. | |
| Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | Items Products and services referenced on invoice and bill lines | Custom Tables is specific to Microsoft Dynamics 365 and Items to QuickBooks — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 and QuickBooks
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Microsoft Dynamics 365 QuickBooks Sub-second propagation
DetectionMicrosoft Dynamics 365 pushes changes as they happen — webhook events backed by change data capture. Change data capture (CDC) via the Dynamics 365 Change Tracking feature.
DeliveryEach detected change is written to QuickBooks through its API, with automatic retries and rate-limit backoff.
QuickBooks Microsoft Dynamics 365 Sub-second propagation
DetectionQuickBooks pushes changes as they happen — webhook events backed by change data capture. Webhooks for entity change events, plus a Change Data Capture query operation for pull-based deltas.
DeliveryEach detected change is written to Microsoft Dynamics 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- QuickBooks: Subject to per-realm API request limits.
What ships with Microsoft Dynamics 365 ⇄ QuickBooks
Connect Microsoft Dynamics 365 and QuickBooks for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–QuickBooks connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 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 or QuickBooks record.
Observability
Monitoring
Track your Microsoft Dynamics 365 ⇄ 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 and QuickBooks.
How the Microsoft Dynamics 365 and QuickBooks connectors work
Microsoft Dynamics 365
- Integration surface
- REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
- Authentication
- Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
- Change detection
- Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
- Capabilities
- read · write · CDC · webhooks
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 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 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
connected
QuickBooks
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 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 ⇄ 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 QuickBooksCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 and QuickBooks integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 and QuickBooks: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365's Accounts and Cases (Incidents)), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Microsoft Dynamics 365: Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties. On QuickBooks: Webhooks for entity change events, plus a Change Data Capture query operation for pull-based deltas. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the QuickBooks side: Credit memos, Customers, Invoices, Payments, plus custom fields where QuickBooks exposes them. On the Microsoft Dynamics 365 side: Opportunities, Cases (Incidents), Quotes, Orders & Invoices, Products. 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 and QuickBooks: Where Microsoft Dynamics 365 handles customer conversations: billing context in view; Where Microsoft Dynamics 365 collects payments or triggers charges: events land in QuickBooks; Where Microsoft Dynamics 365 tracks people or companies: one identity. Front-line teams see invoice and payment status from QuickBooks next to the customer they are helping, without logging into the finance system.
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Microsoft Dynamics 365: REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface. Authentication: Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities). QuickBooks: REST API (QuickBooks Online). Authentication: OAuth 2.0. Stacksync manages authentication, retries, and rate limits on both sides.
SECURITY
Security teams trust 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
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