Microsoft Dynamics 365 CRM + Quickbooks Online Integration

Integrate Microsoft Dynamics 365 CRM to Quickbooks Online in one click, or tell Integrately AI how you want each order handled. Capture sales orders, create matching invoices, update your accounting records, and alert your finance team automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Create invoice in Quickbooks Online
  • Quickbooks Online
    Create customer in Quickbooks Online
  • Quickbooks Online
    Search customer by name in Quickbooks Online
  • Quickbooks Online
    Update customer in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id(deprecated) in Quickbooks Online
  • Quickbooks Online
    Create sales receipt in Quickbooks Online
  • Quickbooks Online
    Send sales receipt in Quickbooks Online
  • Quickbooks Online
    Create estimate in Quickbooks Online
  • Quickbooks Online
    Find estimate in Quickbooks Online
  • Quickbooks Online
    Search customer by email in Quickbooks Online
  • Quickbooks Online
    Get invoice pdf in Quickbooks Online
  • Quickbooks Online
    Get invoice by id in Quickbooks Online
  • Quickbooks Online
    Search payment method by name in Quickbooks Online
  • Quickbooks Online
    Create credit memo in Quickbooks Online
  • Quickbooks Online
    Search term by name in Quickbooks Online
  • Quickbooks Online
    Search class by name in Quickbooks Online
  • Quickbooks Online
    Search active tax code by name in Quickbooks Online
  • Quickbooks Online
    Create time activity in Quickbooks Online
  • Quickbooks Online
    Create payment in Quickbooks Online
  • Quickbooks Online
    Search product/service in Quickbooks Online
  • Quickbooks Online
    Create product/service in Quickbooks Online
  • Quickbooks Online
    Search multiple items in Quickbooks Online
  • Quickbooks Online
    Create purchase order in Quickbooks Online
  • Quickbooks Online
    Create bill in Quickbooks Online
  • Quickbooks Online
    Get customer by id in Quickbooks Online
  • Quickbooks Online
    Get tax rate by id in Quickbooks Online
  • Quickbooks Online
    Search vendor in Quickbooks Online
  • Quickbooks Online
    Create vendor in Quickbooks Online
  • Quickbooks Online
    Find account by name in Quickbooks Online
  • Quickbooks Online
    Create refund receipt in Quickbooks Online
  • Quickbooks Online
    Create expense in Quickbooks Online
  • Quickbooks Online
    Update product/service in Quickbooks Online

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Quickbooks Online Integration

Create invoices from new sales orders, update customer records, log payments, and notify your finance team, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Quickbooks Online Integration

Create Quickbooks Online customer for new Microsoft Dynamics 365 CRM contact

Creating a new Quickbooks Online customer for every new Microsoft Dynamics 365 CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Microsoft Dynamics 365 CRM - Quickbooks Online integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Quickbooks Online and Microsoft Dynamics 365 CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Quickbooks Online + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new Quickbooks Online customer

If you're an ecommerce business owner who uses Quickbooks Online to power your online store, you'll be happy to know that when a new contact is created in Microsoft Dynamics 365 CRM, this automation will automatically create a customer in Quickbooks Online.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Quickbooks Online + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new Quickbooks Online order

As an online store owner, you're likely using Quickbooks Online to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Quickbooks Online with Microsoft Dynamics 365 CRM? This integration will allow you to automatically create a contact for each new order in Microsoft Dynamics 365 CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Microsoft Dynamics 365 CRM + Quickbooks Online flow

Send invoice details to your messaging channels, update your payment systems, and notify support teams once your orders and invoices sync. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Quickbooks Online
+
Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
M
Q
S
When a sales order is created in Microsoft Dynamics 365 CRM, create an invoice in Quickbooks Online and notify your team on Slack.
Every Microsoft Dynamics 365 CRM sales order immediately generates a Quickbooks Online invoice while Slack alerts your sales channel instantly.
M
Q
G
When a contact is created in Microsoft Dynamics 365 CRM, create a customer in Quickbooks Online and send a welcome email via Gmail.
New Microsoft Dynamics 365 CRM contacts become Quickbooks Online customers automatically while Gmail sends a welcome message.
M
Q
S
When an account is created in Microsoft Dynamics 365 CRM, search for the account in Quickbooks Online and update Stripe subscriptions.
New Microsoft Dynamics 365 CRM accounts verify Quickbooks Online records and update Stripe customer subscriptions seamlessly.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Quickbooks Online

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Sales order is created in Microsoft Dynamics 365 CRM
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
Try it โ†’
Quickbooks Online
Quickbooks Online Triggers & Actions
Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Account is updated in Quickbooks Online
Triggers the automation when an account is updated
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Account is created in Quickbooks Online
Triggers the automation when a new account is created
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Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
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Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
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Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
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Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
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Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
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Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
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Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
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Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
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Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
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Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
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Item is created in Quickbooks Online
Triggers the automation when a new item is created
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Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
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Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
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Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
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Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
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Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Create journal entry in Quickbooks Online
Generates a new journal entry
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Create invoice in Quickbooks Online
Generates invoices for sales transactions
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Create customer in Quickbooks Online
Adds a new customer to the database
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Search customer by name in Quickbooks Online
Searches for a customer based on their name
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Update customer in Quickbooks Online
Updates a customer's information
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Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
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Send sales receipt in Quickbooks Online
Sends a sales receipt
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Create estimate in Quickbooks Online
Adds a new contact to the contact list
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Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
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Search customer by email in Quickbooks Online
Searches for a customer by their email address
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Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
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Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
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Search payment method by name in Quickbooks Online
Searches for a payment method by name
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Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
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Search term by name in Quickbooks Online
Searches for a term by name
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Search class by name in Quickbooks Online
Searches for a class by its name
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Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
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Create time activity in Quickbooks Online
Creates a new time activity
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Create payment in Quickbooks Online
Generates and process a payment transaction
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Search product/service in Quickbooks Online
Locates and retrieves particular item information
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Create product/service in Quickbooks Online
Generates and launch new product or service offerings
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Search multiple items in Quickbooks Online
Searches for multiple items
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Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
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Create bill in Quickbooks Online
Generates a new bill for the customer
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Get customer by id in Quickbooks Online
Retrieves customer information based on their id
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Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
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Search vendor in Quickbooks Online
Searches for a vendor
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Create vendor in Quickbooks Online
Adds a new vendor
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Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
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Create refund receipt in Quickbooks Online
Creates a new refund receipt
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Create expense in Quickbooks Online
Generates a new expense record
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Update product/service in Quickbooks Online
Try it โ†’

What can you automate with Microsoft Dynamics 365 CRM + Quickbooks Online?

Streamline your order-to-cash workflow by connecting Microsoft Dynamics 365 CRM data directly with Quickbooks Online accounting.

What you can automate?
๐Ÿงพ
Create QuickBooks invoices from Dynamics sales orders
Generate an invoice in Quickbooks Online automatically the moment a sales order is created in Microsoft Dynamics 365 CRM, eliminating double-entry.
๐Ÿ“‹
Capture comprehensive customer and order details
Map every custom field, line item, and pricing detail from Microsoft Dynamics 365 CRM sales orders directly into your Quickbooks Online invoices.
๐Ÿ””
Alert your finance team instantly
Notify your accounting department via Slack or email the second a new Microsoft Dynamics 365 CRM transaction reaches Quickbooks Online.
๐Ÿ”€
Route invoices based on order values or currencies
Apply specific billing rules or tax codes in Quickbooks Online depending on the currency or region specified in your Microsoft Dynamics 365 CRM opportunity.
๐Ÿ”„
Keep customer records synchronized across platforms
Update contact details or account addresses in Quickbooks Online whenever an account is modified in Microsoft Dynamics 365 CRM.
๐Ÿ”
Match existing customers before creating new ones
Search Quickbooks Online for existing customers by email or name before creating a new profile from Microsoft Dynamics 365 CRM leads.
๐Ÿ’ณ
Handle later payment and credit events
Automatically update Microsoft Dynamics 365 CRM accounts or opportunities when a payment or credit memo is created in Quickbooks Online.
๐Ÿ’ฌ
Extend your workflow with Slack notifications
Post rich transaction summaries and alerts to Slack channels whenever a new Microsoft Dynamics 365 CRM order successfully generates a Quickbooks Online invoice.
And much more...

Who is Microsoft Dynamics 365 CRM + Quickbooks Online integration for?

Connecting Microsoft Dynamics 365 CRM to Quickbooks Online eliminates manual data entry, keeping sales and finance teams perfectly aligned on every transaction.

Sales operations managers
Sales operations managers
Account executives
Account executives
Customer success leads
Customer success leads
High-volume sales teams
High-volume sales teams
Finance associates
Finance associates
Revenue auditors
Revenue auditors
๐Ÿ“ˆ
Sales operations managers
You're tracking pipeline revenue in Microsoft Dynamics 365 CRM while finance manages billing separately, but your revenue reports never match because invoices are logged by hand โ€” automating both apps means every sales order creates an instant invoice and your financial reporting stays perfectly synchronized.
โšก
Account executives
You're closing deals and generating sales orders in Microsoft Dynamics 365 CRM, but billing teams find out too late to issue timely invoices โ€” with this integration, every new order immediately triggers a Quickbooks Online invoice so your customers are billed without delay.
๐Ÿค
Customer success leads
You're managing client accounts and renewals in Microsoft Dynamics 365 CRM, but clients frequently ask about payment statuses that live in accounting โ€” connecting these apps means your team views real-time QuickBooks invoices directly from CRM records and answers client inquiries instantly.
๐Ÿ“Š
High-volume sales teams
You're processing dozens of new Microsoft Dynamics 365 CRM accounts and orders daily, but manual bookkeeping cannot keep up with order volume โ€” automating both apps means every new account and order flows straight into Quickbooks Online without creating backlogs.
๐Ÿ’ผ
Finance associates
You're waiting on sales reps to manually hand over order details before you can create invoices in Quickbooks Online, but key details often get missed or delayed โ€” this integration means every sales order automatically populates your accounting suite with zero manual intervention.
๐Ÿ—‚๏ธ
Revenue auditors
You're auditing customer payment histories across Microsoft Dynamics 365 CRM and Quickbooks Online, but manual data transfers keep leaving discrepancies in your audit logs โ€” automating both apps means complete and flawless transaction histories are maintained across both platforms.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Quickbooks Online

Build and manage your Microsoft Dynamics 365 CRM + Quickbooks Online automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Quickbooks Online with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Quickbooks Online?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Quickbooks Online in 1 click using ready templates or by asking Integrately AI to build your workflow. It supports connections with Slack, Stripe, Gmail, and 1,500+ other apps.
Can I automatically create invoices in Quickbooks Online from Microsoft Dynamics 365 CRM sales orders?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Quickbooks Online?
Frequently Asked Questions
How are customer records updated between Microsoft Dynamics 365 CRM and Quickbooks Online?
Frequently Asked Questions
How does Quickbooks Online handle invoice tracking with Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Quickbooks Online?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Quickbooks Online integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Quickbooks Online With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM with sales, project management, and customer support tools to track every relationship and deal.
Quickbooks Online
Popular Quickbooks Online Integrations
Sync Quickbooks Online with invoicing, payment processing, and reporting tools to keep your financial records accurate.