Category Archives: InoLink

Your One-Stop Guide to Get Started with Dynamics 365 & QuickBooks Integration

We live in a fast-paced digital world. Technology is evolving by the minute and software are updated more frequently than ever! To keep up with the pace, the information related to the software should be updated regularly, organized, and available in one place. We believe that innovation and information are the building blocks of great… Read More »

360 degree QuickBooks Accounting Insights Now within MS Dynamics CRM

Every organization has unique needs and preferences for maintaining inventory in the system. Organizations prefer using different applications to fulfill diverse business needs. Many organizations use multiple applications like Intuit QuickBooks and Microsoft Dynamics 365 for their Accounting and Sales Teams. For the Teams, this could mean maintaining accounting information in both the systems independently.… Read More »

Look Beyond “CRM” in your Dynamics CRM with QuickBooks Integration

CRM is not just about Customer Management anymore it’s now a business management solution integrating all areas of your business. Its no longer on desktop alone it needs anywhere access, any device access, it needs data from all areas at one place. Today we will look beyond CRM, we will visit your accountants’ desk using… Read More »

Now your Sales Rep can access Inventory balance details in QuickBooks within Dynamics CRM

Businesses maintaining inventory need to make sure their Sales Team has an accurate view of their stock in hand so that they can take up orders and commit deliveries accordingly. Getting the right inventory balances in MS Dynamics CRM can be challenging. An inaccurate inventory may lead to a lot of irregularities across your business… Read More »

Tax Calculation for transactions in Dynamics CRM using tax information stored in QuickBooks

Though Dynamics CRM allows for creating Quotes, Orders and Invoices from within CRM it does not provide a true accounting solution that would automatically calculate the tax as well on the transaction. It provides a tax field on the transaction forms but the value has to be manually entered by the users. For organizations that… Read More »

InoLink: QuickBooks – Dynamics CRM Integration Version 2.0 Released

We have come up with the next version of InoLink: QuickBooks – MS Dynamics CRM Integration InoLink: QuickBooks is an integration tool developed to integrate Intuit QuickBooks with Microsoft Dynamics CRM. After a detailed evaluation of the feedback received over a period, we have come up with this version. What’s new in this version? 1.… Read More »

Intuit QuickBooks integration link with Dynamics CRM 4.0 released

Intuit QuickBooks is one of the most popular accounting packages for the SME segment. There has always been a need to integrate Microsoft Dynamics CRM with the accounting system to avoid duplicity as well as to improve productivity and efficiency by providing the sales people using Dynamics CRM a view of the financial details of… Read More »