Connecting Your Microsoft Planner & QuickBooks Data
Whether you’re integrating Microsoft Planner with QuickBooks or moving data from one of these solutions to the other, getting your information where it needs to be is crucial. Use StarfishETL’s robust iPaaS to connect your data with speed and flexibility.
Secure Connections Between Microsoft Planner to QuickBooks
The iPaaS powering your Microsoft Planner and QuickBooks connection not only provides unrivaled scalability, but also offers strict security protocols to keep data safe as it moves across applications. StarfishETL applies two-fold data security between Amazon Web and our internal servers to maintain the highest levels of protected infrastructure. Strict data encryption practices and progressive security principles keep sensitive information secure at all times as it passes between Microsoft Planner and QuickBooks.
![](/sites/default/files/2022-06/secure_connections.png)
Microsoft Planner and QuickBooks Integration
Integrate Microsoft Planner and QuickBooks to boost your analytical power, align your teams, and create more omnichannel experiences across your business. StarfishETL makes the process seamless with a library of pre-configured maps at your fingertips and easy ways to customize your project. Check out the visual below to learn how a typical integration flows. Then, contact our team to request a quote on your Microsoft Planner and QuickBooks project.
![Migration Step 1](/sites/default/files/styles/thumbnail_75_x_75_/public/2022-04/200_migration-step-1.png?itok=EsnyMJAM)
Set up access to each system
![Define Process](/sites/default/files/styles/thumbnail_75_x_75_/public/2022-06/2_define.png?itok=sx98RdOu)
Define processes & stages
![Modify Fields](/sites/default/files/styles/thumbnail_75_x_75_/public/2022-06/3_modify.png?itok=V06OJGDY)
Modify integration & add custom fields
![Migration Step 3](/sites/default/files/styles/thumbnail_75_x_75_/public/2022-04/200_migration-step-3.png?itok=RcTbieOy)
Test integration
![Run Data Load](/sites/default/files/styles/thumbnail_75_x_75_/public/2022-06/5_run.png?itok=ptT__RKp)
Run initial data migration load
![Database Locked](/sites/default/files/styles/thumbnail_75_x_75_/public/2022-06/6_keys.png?itok=aU-riDDD)
Ensure keys are matching between systems
![Run Integration](/sites/default/files/styles/thumbnail_75_x_75_/public/2022-06/7_run_integration.png?itok=NpjHsbrq)
Start integration
About These Solutions
Microsoft Planner is a project and task management solution created by Microsoft. It's part of the Office 365 suite of tools that allows teams to create plans, organize and assign tasks, share files, see progress updates, and communicate with internal team members. Microsoft Planner is a Kanban solution that is compatible with all Microsoft 365 apps.
Quickbooks is one of the most recognized names in accounting software today, offering an easy-to-use software solution primarily designed for small and medium-sized businesses. Quickbooks can help manage payment, track expenses, and assist with payroll alongside a host of other features for streamlining financial management.
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