You can do this by using InoLink, a dedicated cloud-based connector for Dynamics 365 CRM and QuickBooks Online/Desktop. Here’s how to do it:
- Head to your dashboard to begin the integration setup and click 'Sales'.
- Navigate to 'App Settings'.
- Click on 'Partner Apps'.
- Go to the search bar and type 'QuickBooks'.
- Browse from the results and select 'QuickBooks Integration for Dynamics 365 CRM'.
- Click 'Free Trial' to start integrating Dynamics 365 and QuickBooks.
- Click 'Free trial' to confirm the action.
- Select an environment to integrate with QuickBooks data within Dynamics.
- Follow the prompt and check each box to complete the process.
- Click 'Install' to activate the connection with Dynamics 365 and QuickBooks.



