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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics 365 and Quick...
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Dynamics 365 and QuickBooks

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Posted on by Abigail 552

We are looking to develop our in-house custom integration between Dynamics & Quickbooks.

So far we got to the point that we need to develop some Federated App on the QuickBooks platform.

Is there any way to access/update Quickbooks data from Dynamics using REST API without developing an app?

Thanks in advance.

I have the same question (0)
  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    If you want to access/update Quickbooks data from Dynamics 365, you should ask help for Quickbooks because these apis need to be provided by quickbook.

    If you want to access/update D365 data from quickbook, you could use Rest API provided by D365.

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/use-microsoft-dynamics-365-web-api

    Regards,

    Leo

  • Inogic Profile Picture
    Inogic 766 on at
    Hi,
     
    For QuickBooks Online, accessing or updating data via REST APIs requires OAuth authentication, which means you typically need to register an app (what you referred to as a federated app). There isn’t really a supported way to bypass that and call the APIs directly without that layer.
    At this point, the decision usually comes down to build vs. use an existing integration approach:
    1. Custom integration (what you’re exploring)
    Gives you full control, but you’ll need to handle authentication, token refresh, error handling, and long-term maintenance.
    2. Middleware / connectors
    Instead of building everything from scratch, many teams evaluate integration solutions available on the Microsoft Marketplace.
    If you go this route, a few things worth checking:
    • How well it handles bi-directional sync (customers, invoices, payments, etc.)
    • Syncing records in bulk
    • Flexibility in field mapping
    • Multi-Company Accounting in CRM
    • How it manages authentication with QuickBooks
    There are tools that you can search on the Marketplace that provide configurable connectors between Dynamics 365 and external systems like QuickBooks, so you don’t have to build and maintain the full API layer yourself.
    So technically, an app layer is required but whether you build and maintain it yourself or use something pre-built is really the bigger decision here.

    Thanks!
     

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