{"id":26679,"date":"2021-02-06T10:38:47","date_gmt":"2021-02-06T10:38:47","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=26679"},"modified":"2021-02-06T11:38:21","modified_gmt":"2021-02-06T11:38:21","slug":"get-accounting-and-sales-data-on-the-same-page-by-integrating-dynamics-365-crm-quickbooks-using-inolink","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2021\/02\/get-accounting-and-sales-data-on-the-same-page-by-integrating-dynamics-365-crm-quickbooks-using-inolink\/","title":{"rendered":"Get Accounting and Sales Data on the Same Page by Integrating Dynamics 365 CRM &#038; QuickBooks Using InoLink"},"content":{"rendered":"<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/Get-Accounting-and-Sales-Data-on-the-same-page.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-26684\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/Get-Accounting-and-Sales-Data-on-the-same-page.jpg\" alt=\"Get Accounting and Sales Data on the same page \" width=\"700\" height=\"400\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/Get-Accounting-and-Sales-Data-on-the-same-page.jpg 700w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/Get-Accounting-and-Sales-Data-on-the-same-page-300x171.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/Get-Accounting-and-Sales-Data-on-the-same-page-660x377.jpg 660w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Tired of juggling between QuickBooks and Dynamics 365 CRM\/Power Apps for accounting and sales data?\u00a0 Searching for an easy way to keep track of accounting and sales data in QuickBooks and Dynamics 365 CRM?<\/p>\n<p>Then your search ends here!<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/integrations\/inolink-quickbooks-microsoft-dynamics-crm\" target=\"_blank\" rel=\"noopener noreferrer\">InoLink<\/a> \u2013 a cloud-based productivity app that integrates Dynamics 365 CRM\/Power Apps and Intuit QuickBooks \u2013 is just what you need.<\/p>\n<p>So how can you benefit from using InoLink?<\/p>\n<p style=\"text-align: justify;\">Consider a scenario, whereas a Sales Manager you have to make a quick decision about offering payment terms to a particular customer. But before this, you have to check the financial credibility of the customer &#8211; whether or not they make payments on time. In such a situation when time is of essence it&#8217;s quite frustrating to wait for confirmation from the Accounts department.<\/p>\n<p>But, imagine if the accounting information of that customer is available for you in Dynamics 365 CRM itself!<\/p>\n<p>Wouldn\u2019t it save your time and help you to make decisions quickly?<\/p>\n<p>This is what \u2018InoLink\u2019 does for you.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.e320f205-5436-418e-b292-d01417c32312?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">A preferred app on Microsoft AppSource<\/a> \u2013 InoLink gives you a 360-degree view of customer accounting information within your Dynamics 365 CRM by synchronizing the transaction history and aging details from QuickBooks to your CRM.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/1-get-accounting-and-sales-data-on-the-same-page.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26687 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/1-get-accounting-and-sales-data-on-the-same-page.jpeg\" alt=\"Get Accounting and Sales Data on the same page \" width=\"994\" height=\"413\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/1-get-accounting-and-sales-data-on-the-same-page.jpeg 994w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/1-get-accounting-and-sales-data-on-the-same-page-300x125.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/1-get-accounting-and-sales-data-on-the-same-page-768x319.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/1-get-accounting-and-sales-data-on-the-same-page-660x274.jpeg 660w\" sizes=\"(max-width: 994px) 100vw, 994px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/2-get-accounting-and-sales-data-on-the-same-page.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26688 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/2-get-accounting-and-sales-data-on-the-same-page.jpeg\" alt=\"Get Accounting and Sales Data on the same page \" width=\"997\" height=\"540\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/2-get-accounting-and-sales-data-on-the-same-page.jpeg 997w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/2-get-accounting-and-sales-data-on-the-same-page-300x162.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/2-get-accounting-and-sales-data-on-the-same-page-768x416.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/2-get-accounting-and-sales-data-on-the-same-page-660x357.jpeg 660w\" sizes=\"(max-width: 997px) 100vw, 997px\" \/><\/a><\/p>\n<p>And there is more!<\/p>\n<p style=\"text-align: justify;\">You can sync one or more QuickBooks companies with a single instance of Dynamics 365 CRM, view customer recent transactions, top customers, and other information in Accounting Dashboards within Dynamics 365 CRM.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/3-get-accounting-and-sales-data-on-the-same-page.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26689 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/3-get-accounting-and-sales-data-on-the-same-page.jpeg\" alt=\"Get Accounting and Sales Data on the same page \" width=\"1007\" height=\"551\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/3-get-accounting-and-sales-data-on-the-same-page.jpeg 1007w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/3-get-accounting-and-sales-data-on-the-same-page-300x164.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/3-get-accounting-and-sales-data-on-the-same-page-768x420.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/3-get-accounting-and-sales-data-on-the-same-page-660x361.jpeg 660w\" sizes=\"(max-width: 1007px) 100vw, 1007px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Moreover, you can avoid duplication of data between Dynamics 365 CRM and QuickBooks as it facilitates the processing of real-time data from Dynamics 365 CRM to QuickBooks in a secure channel.<\/p>\n<p>So, what say?<\/p>\n<p style=\"text-align: justify;\">Isn\u2019t InoLink an apt app to sync your CRM and QuickBooks to keep your customer data clean, organized, and up-to-date?<\/p>\n<p>Then feel free to download and explore this amazing integration app from our <a href=\"https:\/\/www.inogic.com\/product\/integrations\/inolink-quickbooks-microsoft-dynamics-crm\" target=\"_blank\" rel=\"noopener noreferrer\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.e320f205-5436-418e-b292-d01417c32312?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft AppSource<\/a> for a trial period of 15 days.<\/p>\n<p>For more information on our Dynamics 365 CRM\/Power Apps productivity apps mail us at <a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener noreferrer\">crm@inogic.com<\/a><\/p>\n<p style=\"text-align: justify;\">In the meanwhile, check out our suite of <a href=\"https:\/\/www.inogic.com\/blog\/2020\/07\/just-1-click-to-clone-records-export-reports-or-undo-changes-within-dynamics-365-crm-try-now\/\" target=\"_blank\" rel=\"noopener noreferrer\">1 Click productivity apps<\/a> for Dynamics 365 CRM\/Power Apps.<\/p>\n<p>Adios!<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/round-robin-routing-assign-manage-distribute-lead-case-dynamics-365-crm\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26686 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/recurring-billing-manager.jpg\" alt=\"\" width=\"800\" height=\"200\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/recurring-billing-manager.jpg 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/recurring-billing-manager-300x75.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/recurring-billing-manager-768x192.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/02\/recurring-billing-manager-660x165.jpg 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tired of juggling between QuickBooks and Dynamics 365 CRM\/Power Apps for accounting and sales data?\u00a0 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 \u2013 a cloud-based productivity app that integrates Dynamics 365 CRM\/Power Apps and Intuit QuickBooks \u2013\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2021\/02\/get-accounting-and-sales-data-on-the-same-page-by-integrating-dynamics-365-crm-quickbooks-using-inolink\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,30,38,1985],"tags":[2147,545,2033,1337,1397],"class_list":["post-26679","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-inolink","category-microsoft-powerapps","category-power-automate","tag-accounting-and-sales-data-on-the-same-page","tag-dynamics-365-crm","tag-integrating-intuit-quickbooks-and-dynamics-365-crm","tag-power-apps","tag-quickbooks"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/26679","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=26679"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/26679\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=26679"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=26679"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=26679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}