Create/Update Dynamics 365 Business Central Customer from QuickBooks Online Invoice

This integration selects QuickBooks Online invoices and imports new customers to Dynamics 365 Business Central using information from these invoices.

Notes

• The integration does not create duplicates. If a customer with such email already exists, the integration updates it.

• It does not import pre-existing QuickBooks Online invoices to Dynamics 365 Business Central customers.

• Country names may differ between systems. In this case the information about customer's country will not be imported.

How to Set Up

1. Select or create connections: QuickBooks Online connection for Source and Dynamics 365 Business Central connection for Target.
2. Specify the schedule, on which the integration will run automatically.

Tips

• To create Dynamics 365 Business Central customers from specific QuickBooks Online invoices, configure more filters in the task editor.