Connect Quickbooks and Microsoft Dynamics 365 CRM

Connecting Quickbooks and Microsoft Dynamics 365 CRM could enable the transfer of financial and customer data between accounting and customer relationship management functions. This could support more accurate reporting, improved data consistency, and better coordination between finance and sales teams, reducing the need for manual data entry and helping to maintain up-to-date records across both systems.

You can build this integration on the System2System platform. We design the connection between Quickbooks and Microsoft Dynamics 365 CRM around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Quickbooks and Microsoft Dynamics 365 CRM?

A company using both Quickbooks and Microsoft Dynamics 365 CRM could benefit from connecting these systems so that financial and customer relationship data can be exchanged efficiently. Without such a connection, staff might need to enter the same information into both systems, which increases the risk of errors and wastes time. For example, customer details or sales transactions could become inconsistent if they are updated in one system but not the other, leading to records drifting apart. This could result in decisions being made based on outdated or incomplete information, which can impact customer service, accounting accuracy, and business planning. If a connection were established, the types of data most commonly exchanged between an accounting platform and a CRM could include customer contact information, sales orders, invoices, and payment status. Synchronizing this information could help ensure that both teams have access to the most current data, supporting better coordination and more reliable reporting. The actual data that can be exchanged depends on what each system makes available through its API, and must be determined for each specific situation.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Quickbooks and Microsoft Dynamics 365 CRM make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.