QuickBooks Integration for Dynamics 365 CRM – InoLink

InoLink connects Intuit QuickBooks Online with Microsoft Dynamics 365 CRM to give your sales and finance teams a 360° customer view and real-time financial insights - without switching apps.

With InoLink, you can:

• Sync data bi-directionally between Dynamics 365 CRM and QuickBooks Online
• Push CRM transactions (Quotes, Orders, Invoices) directly into QuickBooks
• View QuickBooks financial data inside Dynamics 365 CRM without switching apps
• Support multiple QuickBooks companies in a single CRM environment
• Reduce errors and save time with automated tax calculation and duplicate prevention
• Compatible with QuickBooks USA, UK, Canada, Australia; works with Dynamics 365 v9.x+ Online

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Why Choose InoLink?

Traditional sales and accounting apps often work in isolation, leading to data gaps, duplicate records, and extra effort. InoLink bridges that gap with secure, real-time synchronization.

Core Features

• Complete Customer View: Access customer balances, outstanding payments, aging details and transaction history directly within Dynamics 365 CRM.
• Accelerate Sales-to-Accounting Handoffs: Automatically (bi-directionally) sync Accounts, Contacts, Products, Quotes, Orders, and Invoices between Dynamics 365 CRM and QuickBooks.
• Easy Payment Tracking: See up-to-date payment status, overdue balances, and outstanding invoices in Dynamics 365 CRM, so sales teams can prioritize follow-ups and collections.
• Accounting Dashboards for Smarter Decisions: Visualize sales performance, top customers, revenue trends, and payment patterns using Accounting Dashboards right inside Dynamics 365 CRM.

To learn more about this QuickBooks and Dynamics 365 CRM integration app, visit our website, online docs, or video library. Contact us at crm@inogic.com to get a complete demo from our technology experts.

Recommended Companion App for Integration:

• WhatsApp4Dynamics: The app enables users to communicate effectively with customers, prospects, and partners around the world via WhatsApp within CRM. Take your business to the next level with WhatsApp4Dynamics and increase your customers’ reach with short and crisp messages instead of long, descriptive emails!
• TextSMS4Dynamics: Integrate SMS and Microsoft Dynamics 365 CRM. It also provides a chat user interface, message automation, scheduling messages based on CRM events, and support for multimedia messaging within Dynamics 365 CRM. This seamless messaging system enables businesses to communicate with customers within the CRM environment.
• LiveChat4Dynamics: Connect live chat directly with Microsoft Dynamics 365 CRM to enable real-time customer communication. It ensures seamless chat tracking, instant record creation, and faster responses - helping businesses boost sales, enhance engagement, and improve customer satisfaction.

Explore Inogic’s extensive collection of over 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can elevate your Dynamics 365 CRM usage.