Integration tool between Intuit QuickBooks and Dynamics 365 CRM online, InoLink provides a 360-degree view of customer that helps in understanding their historical data as aging balances, transaction history, and totals. View customer recent transactions, top customers, and other information in Accounting Dashboards within Dynamics 365 CRM. InoLink enables data exchange and avoids duplication between Dynamics 365 CRM and QuickBooks.

This integration tool allows syncing one or more QuickBooks companies with a single instance of Dynamics 365 CRM. It also facilitates the processing of real-time data from Dynamics 365 CRM to QuickBooks in a secure channel. Presently, InoLink supports USA, UK, Canada and Australia version of QuickBooks. It is available for Dynamics CRM 8.2 and above, Power Apps. It supports deployment models - On-Premises and Online.

Features:

Cloud-Based: Based on Microsoft Azure
Multiple QuickBooks Companies: One instance of Dynamics 365 CRM can be synced with one or more QuickBooks Companies
Accounting View of Customer: View customer balances and aging details from within Dynamics 365 CRM
Send Quote/Order/Invoices to QuickBooks: Send Quotes/Order/Invoice from Dynamics 365 CRM to QuickBooks
Tax Calculation for Quote/Order/Invoices: Calculate tax for Quote/Order/Invoice within Dynamics 365 CRM
Transaction History of QuickBooks: : View transaction history of QuickBooks with a detailed view within Dynamics 365 CRM
Two Way Sync: Two-way sync of Account, Contact, and Product between Dynamics 365 and QuickBooks
Avoids Data Duplication: Duplication of data is prevented on both systems
Easy Configuration: Data sync details along with polling intervals can be easily configured, also supports Dynamics 365 CRM custom fields mapping with OOB QuickBooks Fields for unique or complex business processes
Secure: Accounting fields can be secured through field level security
Accounting Dashboard: View recent transactions, top customers, pending Invoices, etc. in Accounting Dashboard

QuickBooks Integration for Dynamics 365 – InoLink

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