Connect and Integrate
QuickBooks with Dynamics 365

Connect QuickBooks to Dynamics 365 and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
QuickBooks and Dynamics 365

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Select a trigger in QuickBooks

Choose an event in QuickBooks like “Invoice Created,” to set off your automation.

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Automate an Action in Dynamics 365

Connect your Dynamics 365 account and select an action like “Take action in Dynamics 365” to make your work flow.

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Customize the Workflow

Build your QuickBooks - Dynamics 365 automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect QuickBooks and Dynamics 365
to Automate these Workflows

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Add new Stripe customers as QuickBooks customers

Reimagine productivity with QuickBooks and Stripe in your toolkit.

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Create Stripe payment links for new QuickBooks invoices

Take your work to the next level. QuickBooks and Stripe make it happen!

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Generate Stripe payment links for new QuickBooks customers

Focus on what matters. QuickBooks + Stripe handle the rest!

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Create Freshdesk contacts from Dynamics 365 CRM leads

Transform your workflow with Dynamics 365 & Freshdesk leading the way.

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Generate Freshdesk tickets for updated Dynamics 365 CRM contacts

Dynamics 365 and Freshdesk—because your workflow deserves an upgrade.

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Create Freshdesk contacts from new Dynamics 365 CRM leads

Dynamics 365 & Freshdesk working together means less stress, more success.

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Create Freshdesk companies from new Dynamics 365 CRM leads

Get more done with Dynamics 365 & Freshdesk—they’re a perfect match!

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Register Zoom attendees from Dynamics 365 CRM contacts

Put your workflow on autopilot. Dynamics 365 + Zoom are here to help!

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Register Zoom attendees for new Dynamics 365 CRM leads

Why struggle? Dynamics 365 + Zoom make every task easier to manage.

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Schedule Zoom meetings for Dynamics 365 CRM leads

Ready to boost productivity? Let Dynamics 365 + Zoom take over.

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Sync Zoom webinar registrants with Dynamics 365 CRM updates

Why struggle? Dynamics 365 + Zoom make every task easier to manage.

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About QuickBooks

QuickBooks is a cloud-based accounting software developed by Intuit, designed primarily for small and medium-sized businesses. It lets users automate financial tasks like bookkeeping, invoicing, expense tracking, payroll, and inventory management. QuickBooks can also help businesses generate financial reports, manage taxes, and track income and expenses efficiently.
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About Dynamics 365

Dynamics 365 is a cloud-based suite of intelligent business applications developed by Microsoft like Power BI and Azure Logic Apps. It combines enterprise resource planning (ERP) and customer relationship management (CRM) functions, offering tools for sales, marketing, customer service, finance, operations, and more.
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