MS Dynamics 365 and QuickBooks Integration

Yes, in MS Dynamics 365 CRM there is an Add-on facility which is been developed by many small companies that allows you to integrate Quickbooks online, QuickBooks Enterprise and helps you automatically place leads in the system.

The add-on facility which is Quickbooks Connector allows you to easily connect Microsoft Dynamics CRM to QuickBooks Online. Using this you can ensure that all your essential information is entered in the CRM with all the updates getting saving on time, money and improving your customer relationships.

With Quickbooks Connector by Soluzione, you can easily organize data related to contacts, products, services, invoices, payments detailed both client & in-house. This Add-on facility helps you reduce hours of laborious work which is needed while re-entering data again and again in Dynamics CRM and QuickBooks. All the redundant tasks which require a lot of manual efforts are omitted using Quickbook connector for CRM.

Below are the features of this CRM Add-on:

Sync Master Data: This add-on allows you to configure different QuickBooks companies. It is easy to configure and can simply synchronize master data which may include Chart of Account, Tax Rates, Product/ Services from QuickBooks to Dynamics CRM.

Sync Transactions: You can track as well as push transaction details like invoices from Dynamics CRM to QuickBooks. Automatically extract payment related details from QuickBooks and sync them into Dynamics CRM. In addition, invoices can also be linked to appropriate invoices.

Flexible, Customizable and Insightful: This is a completely flexible and customizable solution which can meet all the requirement of your business.


Started by TerranceM at March 24, 2020 - 12:42 PM