• Kip Smith

Dynamics 365 - Quickbooks Integration

Updated: Jul 24

I am always shocked when I speak with business executives who struggle to solve internal business problems and don't realize they've already bought the solution, they just don't have the know-how internally to set things up. Integrating Quickbooks Online and Microsoft Dynamics 365 for Sales is a perfect example.

While you may have heard of Microsoft Power Automate or FLOW as it is commonly called, you may not be aware of the capabilities this product provides. FLOW gives organizations the power to integrate most any systems, provided those systems have an accessible API.

I have a client who needed to integrate Microsoft Dynamics 365 for Sales and Quickbooks Online. The client wanted to quickly and easily pass Customer and Order information directly from Microsoft Dynamics 365 for Sales to Quickbooks. Naturally I though FLOW was a good place to start.

For those of you new to this type integration methodology, FLOW and other similar products build connectors to popular product API's. FLOW then becomes the conduit for connecting two or more of these popular products together. Kind of like a technology lego set where you don't need to know how to write code. You can get a high level sense of how it works from the image below.

Unfortunately FLOW doesn't have a connector built to talk directly to Quickbooks Online (probably because they want you using Microsoft Business Central), but what they do have is the ability to create a custom connector.

Using the API documentation provided by Intuit, I was quickly able to build a custom connector to communicate with Quickbooks Online. There was already a connector for Microsoft Dynamics 365 for Sales, so all I had to do was use FLOW to connect the dots.

In short order, I was creating and updating Customers in Quickbooks Online without ever leaving Microsoft Dynamics. I just changed the Relationship Type in Microsoft Dynamics and like magic, they appeared in Quickbooks.

This alone was going to save a significant amount of time and error, but hey, why stop there. I next tackled the Invoice creation portion of the project, which was a little more challenging, but ultimately achievable.

With this new integration in place, the clients sales team now has the ability to create/update Customers and process orders without ever having to leave their desk or bother the accounting department. Best of all - THE CLIENT DID NOT HAVE TO BUY ANY MORE TECHNOLOGY TOOLS! Everything I needed to complete the project was already purchased. Imagine the surprise and excitement for the client to hear they had significantly improved their new customer onboarding and ordering process and they did not have to buy a new technology tool to get there.

In summary, this article should serve two purposes for the reader. First, integration between Microsoft Dynamics 365 for Sales and Quickbooks Online is absolutely possible, and you probably have the tool to do it sitting idle. Second, the answer to your problems may not be nested in the purchase of a new tool. Your only need may be someone with the skill to use the tools you have.

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