Tag Archives: QuickBooks

How do Mailchimp and QuickBooks Drive Client Acquisition, Retention, and Loyalty with Dynamics 365 CRM?

As 2024 comes to an end, I bet you’re gearing up your marketing efforts to kickstart 2025 with a bang by bringing in new clients. Exciting, right? Hearing the phrase “onboarding new clients” always puts a smile on our faces, doesn’t it? After all, new clients mean more growth and better profits. But let’s be… Read More: How do Mailchimp and QuickBooks Drive Client Acquisition, Retention, and… »

Get Accounting and Sales Data on the Same Page by Integrating Dynamics 365 CRM & QuickBooks Using InoLink

Tired of juggling between QuickBooks and Dynamics 365 CRM/Power Apps for accounting and sales data? Searching for an easy way to keep track of accounting and sales data in QuickBooks and Dynamics 365 CRM? Then your search ends here! InoLink – a cloud-based productivity app that integrates Dynamics 365 CRM/Power Apps and Intuit QuickBooks –… Read More: Get Accounting and Sales Data on the Same Page by… »

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: Tax Calculation for transactions in Dynamics CRM using tax information… »

Avoid double entry effort in maintaining an Accounting and CRM System simultaneously

Do you use Dynamics CRM for your CRM needs and use Intuit QuickBooks to handle your accounts? Should this be the case, you are aware of the difficulties in maintaining two systems especially since both systems manage the same Customer data. Without a bridge or integration link, you may end up with different set of… Read More: Avoid double entry effort in maintaining an Accounting and CRM… »