주 콘텐츠로 건너뛰기

InoLink: QuickBooks Integration for Dynamics CRM

Inogic

5.0 (2)

Integrate Intuit QuickBooks and Dynamics 365 CRM with bi-directional cloud-based solution InoLink

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 2016/above and is On-Premises, Online, and Partner-Hosted.

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

https://gallery.azure.com/artifact/20151001/inogic.e320f205-5436-418e-b292-d01417c32312.1.0.11/Artifacts/Thumbnails/4ac2dfdf-6bbe-43d5-8e51-cd998e6ae3a8.png
/images/videoOverlay.png
https://gallery.azure.com/artifact/20151001/inogic.e320f205-5436-418e-b292-d01417c32312.1.0.11/Artifacts/Thumbnails/4ac2dfdf-6bbe-43d5-8e51-cd998e6ae3a8.png
/images/videoOverlay.png
https://gallery.azure.com/artifact/20151001/inogic.e320f205-5436-418e-b292-d01417c32312.1.0.11/Artifacts/SampleImage/ccbcdde0-cca8-4661-89e5-28a14f46dbbf.png
https://gallery.azure.com/artifact/20151001/inogic.e320f205-5436-418e-b292-d01417c32312.1.0.11/Artifacts/SampleImage/63620243-4994-4db0-92c8-68514177a398.png
https://gallery.azure.com/artifact/20151001/inogic.e320f205-5436-418e-b292-d01417c32312.1.0.11/Artifacts/SampleImage/8a28474e-be87-43db-9a1b-f98f761169ec.png
https://gallery.azure.com/artifact/20151001/inogic.e320f205-5436-418e-b292-d01417c32312.1.0.11/Artifacts/SampleImage/1e5ec79a-53c0-4b1e-b814-28cd4dbb2af3.png