InoLink

Preferred App on AppSource

Read More

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 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 8.2 & above

On-Premises and Online

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 & QuickBooks Desktop (Professional, Enterprise)

US, UK, Canada, and Australia

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

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.

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
QuickBooks Dynamics 365 CRM Integration

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.

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

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

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

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

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

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

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

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

InoLink is now available for both QuickBooks Online & QuickBooks Desktop (Professional, Enterprise).

InoLink currently supports localized QuickBooks versions for the following countries - US, UK, Canada and Australia.