Our software architecture, designed for the bidirectional extraction of data between QuickBooks Online and Microsoft 365 Apps, is a scalable, modular solution built with a focus on seamless integration and future expansion. The architecture is structured around several key components, each responsible for specific tasks within the data flow process. One component is the Data Extraction Module, which establishes secure, real-time connections with both QuickBooks Online and Microsoft 365, enabling the efficient extraction and importation of financial data. This module will provide the foundation for data retrieval, allowing users to pull data from QuickBooks Online into Microsoft 365 apps, e.g. Sharepoint, and vice versa. In addition to the Data Extraction Module, there is the Data Transformation Engine, which handles data formatting and compatibility between the two platforms, and the Data Synchronization Service, responsible for ensuring bidirectional synchronization, conflict resolution, and ongoing updates. Over time, the system will evolve to include enhanced security features, automated workflows, and an evolving intuitive user interface, both in Web and Teams apps, to simplify configuration and monitoring. We follow a phased approach that ensures that each component is thoroughly tested and integrated before introducing new functionality, ultimately delivering a robust solution for seamless data management between QuickBooks Online and Microsoft 365.
More M365 users in your tenant can have access to filtered financial info than the small number of users allowed in QBO. Our solution is hosted in your own Azure cloud which insures data confidentiality: your data flows only between your QBO and your Microsoft 365 tenant. No third party storage or hosting. Available further customization to fit your business needs