Connect Microsoft Dynamics 365 Business Central and QuickBooks to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics 365 Business Central integrations.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
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Frequently Asked Questions
To start, connect both your Microsoft Dynamics 365 Business Central and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in QuickBooks (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in QuickBooks. This includes choosing which data fields go into which fields of QuickBooks, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and QuickBooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics 365 Business Central and QuickBooks. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Dynamics 365 Business Central
Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
Learn MoreAbout QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
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