InoLink

Bi-directional integration of QuickBooks Online and Dynamics 365

360° view of customer accounting data within Dynamics 365

Overview
Features
News and Articles
Download Trial

Overview

InoLink is a cloud-based productivity app that provides bi-directional integration between Dynamics 365 CRM and Intuit QuickBooks. It synchronizes transaction history and aging details from QuickBooks to Dynamics 365 to provide 360-degree view of customer information. With InoLink, users will be able to calculate tax for transactions within Dynamics 365 CRM and send Quotes/Orders/Invoices from Dynamics 365 to QuickBooks. Apart from this, users can also sync single instance of Dynamics 365 with one or more QuickBooks Company.

Dynamics 365 v9.x and above

Online & IFD

Recent Updates

  • Preferred App on Microsoft AppSource
  • Sync data based on Customer Types between multiple QuickBooks companies
  • Sync services hosted on Azure platform
  • Sync Multiple QuickBooks Companies with single instance of Dynamics 365
  • Real-time synchronization from Dynamics 365 to QuickBooks

QuickBooks Online

US, UK, Canada, and Australia

Preferred App on Microsoft AppSource

Dynamics 365 Integration with QuickBooks

Sync data between QuickBooks and Dynamics 365 CRM:

With InoLink, user can experience better and secure information flow with two-way sync of Accounts, Contacts, Products and Prices. Users can avoid data duplication by linking existing Accounts/Contacts/Products in Dynamics 365 CRM and QuickBooks. This in turn helps users to maintain data integrity across both Dynamics 365 CRM and QuickBooks.

QuickBooks Dynamics 365 CRM Integration
QuickBooks Dynamics 365 CRM Integration

Real-time synchronization from Dynamics 365 CRM to QuickBooks:

Users can now do real time processing of data from Microsoft Dynamics 365 CRM to QuickBooks with InoLink. This means any update done by users in Dynamics 365 CRM records will be automatically reflected in QuickBooks. Now there is no need to make changes manually which increases the efficiency of the users handling these transactions.

QuickBooks Dynamics 365 CRM Integration

Sync multiple QuickBooks Companies with single instance of Dynamics 365 CRM:

Users are able to sync one or more QuickBooks Company with single instance of Dynamics 365 CRM using InoLink. Since there is no more need to create new instance of Dynamics 365 CRM for every QuickBooks Company, users are able to maintain and manage accounting data with ease.

Dynamics 365 Online QuickBooks Integration
Integrate Dynamics CRM 365 QuickBooks

Sync services hosted on Azure platform:

Using cloud storage for data management has become the norm today. With InoLink being a cloud-based solution, users can easily sync services hosted on Azure platform with Dynamics 365 CRM in more effective and diverse manner.

Dynamics 365 Integration QuickBooks

Sync Transactions

Users can now sync Customer Aging details, Sales Transactions & Payment information from QuickBooks to Dynamics CRM without any hassle.

Read More

Promote CRM Entities

InoLink enables users to easily promote Account/Contact/Product/Quote/Order/
Invoice from Dynamics 365 to QuickBooks.

Read More

Automate Tax Calculation

With InoLink, users can now perform automatic Sales Tax calculation for Quotes, Orders and
Invoices in Dynamics 365 CRM.

Read More

Dashboards

Users can get overview of Recent Transactions, Top Customers, Pending Invoices & more with the help of Accounting Dashboards in CRM.

Batch Processing

InoLink enables batch processing through configurable polling times which is very helpful for Dynamics 365 CRM users.

Read More

No Developers Needed

Users can easily configure syncing of data and enhance the sales process by using InoLink, thereby improving the overall productivity.

Secure Accounting Information

Users will be able to secure all the accounting fields through Field Level Security in Dynamics 365 by using InoLink.

360-degree View

Users can now get a 360° view of complete Customer Accounting details within Dynamics CRM with the help of InoLink.

Availability

InoLink is now available for QuickBooks Online.

Frequently Asked Questions

Which entities can be promoted from Dynamics 365 CRM to QuickBooks online through InoLink?

By using InoLink, users can promote the following entities from Dynamics 365 CRM to QuickBooks online - Account, Contact, Product, Quote, Order and Invoice.

Can one view all the accounting information of customer within Dynamics 365 CRM?

Yes, InoLink provides 360 degree view of complete Customer Accounting details like Sales Transactions, Aging details, etc. within Dynamics 365 CRM.

Is it necessary to create multiple CRM instances to sync with multiple QuickBooks companies?

No, users can easily sync multiple QuickBooks companies with single Dynamics 365 CRM instance by using InoLink.

Does InoLink support tax calculations within Dynamics 365 CRM?

Yes, users can automate Sales Tax calculation for Quotes, Orders and Invoices in Dynamics 365 CRM by using InoLink.