QuickBooks Online + Microsoft Dynamics 365 CRM – Sync Accounting & Sales Data effortlessly!

By | September 25, 2022


Most small and medium organizations across the globe prefer Microsoft Dynamics 365 CRM Online and Intuit QuickBooks Online for managing their customer relationships and accounting processes. And because of this, there is constant juggling between QuickBooks Online and Dynamics 365 CRM to ensure accounting and sales data integrity as both are interdependent on each other. But to keep these two systems in sync with each other takes huge time and effort which often leads to inconsistencies in data.

So, one smart way to overcome this difficulty is to integrate CRM and QuickBooks. And Inogic’s InoLink is one such integration app that provides bidirectional integration between Dynamics 365 CRM and Intuit QuickBooks Online.

A Preferred app on Microsoft AppSource, InoLink enables CRM users to –

  • Sync Dynamics 365 CRM & QuickBooks data with ease

With InoLink, it is quite easy to link the existing Accounts/Contacts/Products/Prices in Dynamics 365 CRM and QuickBooks. This two-way sync of Accounts, Contacts, Products, and Prices ensures a better and more secure flow of information between CRM and QuickBooks. You can also get a 360-degree view of all accounting customer data like transaction history, aging details, etc. right within CRM itself.

QuickBooks Online

  • Process data in real-time from CRM to QuickBooks

InoLink makes it possible to seamlessly process data in real-time from CRM to QuickBooks. Any modifications or updates done in CRM are automatically reflected in QuickBooks. With the elimination of manual data entries, mistakes and errors are considerably reduced resulting in higher data accuracy.

QuickBooks Online

QuickBooks Online

  • Ensure Data Integrity

The major drawback that organizations face is the duplicity of data due to the incompatible nature of both CRM and QuickBooks. By linking existing Accounts/Contacts/Products in CRM and QuickBooks through InoLink, this data duplicity can be avoided. And with its real-time processing of data, InoLink ensures that the data fed in CRM is replicated in QuickBooks as well. This way it helps to maintain data integrity and avoid double entry.

QuickBooks Online

QuickBooks Online

  • Seamlessly Sync single Dynamics 365 CRM instance with multiple QuickBooks Companies

Creating a new CRM instance for every QuickBooks Company is not necessary since InoLink enables you to sync one or more QuickBooks companies with a single instance of Dynamics 365 CRM. Maintaining and managing accounting data within CRM becomes way easier with this functionality of InoLink.

QuickBooks Online

To be precise, InoLink is the best choice to go with for those who desire seamless integration between Intuit QuickBooks Online and Dynamics 365 CRM.

So, don’t wait! Grab this amazing app for your CRM system and bid goodbye to all your accounting and sales data integration woes! Just go to the Inogic website or Microsoft AppSource and learn more about their 15+ Microsoft Dynamics 365 CRM Productivity Apps that will enhance your CRM productivity and help you gain higher ROI.