QuickBooks Online + Dynamics 365 CRM – Get Accounting & Sales Data on one platform with InoLink

For managing customer data and finance data, most of you must prefer Dynamics 365 CRM and QuickBooks Online.

So, wouldn’t it be great if you could just integrate Dynamics 365 CRM & QuickBooks Online?

This is where – InoLink (Preferred App on Microsoft AppSource) our bi-directional integration app will help you.

A preferred app on Microsoft AppSource – InoLink is a cloud-based productivity app that enables integration between Dynamics 365 CRM and Intuit QuickBooks.

So how can you benefit from using InoLink?

Let's consider a scenario where as a Sales manager you have to take decision regarding the payment terms set for a particular customer. Earlier, this customer had good credit standing but lately it seems they are not making payments on time. But you cannot make swift decision just based on this information. For this, you will have to closely examine the accounting history of this customer. But since this data is not available with you, it would lead to several back-and-forth mails with accounts department. In the end, the entire process would become an ordeal for both departments.?

But, what if the accounting history of that customer is available within Dynamics 365 CRM?

And this is possible with ‘InoLink’.

By using InoLink, you will get a 360-degree view of customer accounting information within your CRM as it synchronizes the transaction history and aging details from QuickBooks to CRM.

And there is more!

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.?

Moreover, you can avoid duplicity as it facilitates processing of data on real-time between Dynamics 365 CRM and QuickBooks Online in a secure channel.

So, now all the necessary accounting information will be available for you at one place – no more going back and forth between departments.

With these features, isn’t InoLink an apt app to have?

Do find out - by downloading this amazing integration app from our website or Microsoft AppSource for a trial period of 15 days.

And for any further information or personal demo, just mail us at crm@inogic.com

Adios!