Quick Books from Intuit is one of the most popular accounting package for small and medium industry. Dynamics CRM is one of the most popular CRM systems being deployed by Microsoft consultants.

Linking the two applications has been a crying need for resellers, prospects and end users of Dynamics CRM system and Inogic has come up with the InoLink for Dynamics CRM and Quick Books.

 

The InoLink features are the following:

 

Customer Synchronization: Customer of Dynamics CRM and Quick Books are completely synchronized. You can save a customer in Dynamics CRM and promote it to Quick Books. Vice versa, you can synchronize customers from Quick Books applications to view and edit it in Dynamics CRM. Any edit and update on the Dynamics CRM side reflects in Quick Books in the real time.

 

Invoices and Orders Viewing in Dynamics CRM: Complete view of a particular customers Invoice and pending Orders in Dynamics CRM within its tabs.

 

Promote Orders from Dynamics CRM: This feature is extremely useful for Sales people to make Orders against opportunities and promote it to Quick Books for further processing.

 

Quick Customer Account Information: Various financial important data like Credit Limit, Aging, and Terms etc from the Quick Books is available against the Dynamics CRM customer for viewing of Sales People.

 

Send us a request further discussions and price list for InoLink: QuickBooks - Dynamics CRM Integration.