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5 Benefits of Integrating Intuit QuickBooks and Dynamics 365 CRM using InoLink

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Dynamics 365 CRM as we know it is a business application system that adapts itself to the changing needs.

In our previous post, you were given a brief introduction of InoLink which now is a Microsoft Preferred Solution on AppSource integrating Dynamics 365 CRM and Intuit QuickBooks.

In this post we will focus on What, How and Why InoLink is an ideal solution for integrating Dynamics 365 CRM and Intuit QuickBooks.

What is InoLink?

InoLink is a bi-directional integration solution that integrates Microsoft Dynamics 365 CRM and Intuit QuickBooks. It streamlines the information flow between QuickBooks and Dynamics 365 CRM by seamlessly interconnecting activities belonging to different functional areas in both application systems. Thus, InoLink characteristically provides a 360-degree view of customer accounting information by synchronizing Transaction history and Aging details from QuickBooks to Dynamics 365 CRM.

How does it help?

InoLink provides seamless integration between Dynamics 365 CRM and Intuit QuickBooks. Let’s see how does it benefits Dynamics 365 CRM users:

Accounting View of Customer

InoLink enables to view customer balances and aging details from within Dynamics 365 CRM. The resulting smooth flow of information between the two systems allows better coordination between Sales and Accounting teams which in turn helps the sales team to make impactful decisions leading to higher ROI.

Multiple QuickBooks Companies

InoLink makes it possible to integrate multiple QuickBooks companies with one instance of Dynamics 365 CRM. This heightens the feasibility of interaction between QuickBooks and Dynamics 365 CRM and doesn’t require creating new instance of Dynamics 365 CRM for every QuickBooks Company.

Hosted on Azure

InoLink is a Cloud-Based solution and in this era of cloud services it becomes a basic necessity to store data on cloud. This allows the users to access InoLink and sync their companies with Dynamics 365 CRM in more effective and diverse manner.

Real-time Data Processing

With InoLink, any update made in Dynamics 365 CRM records gets reflected in Intuit QuickBooks. This real-time synchronization doesn’t require any manual intervention and expedites the business process thus, leaving room to conduct other significant tasks.

Data Integrity

InoLink avoids data duplication by linking existing Accounts/Contacts/Products in Dynamics 365 CRM and QuickBooks. This helps the users to not only synchronize data but also maintain data integrity across both Dynamics 365 CRM and QuickBooks.

Why use InoLink?

Prior to InoLink, users had no access to accounting data in Dynamics 365 CRM. This made it hard to get latest customer information and take necessary decisions pertaining to sales and services. But all this is swept aside with InoLink. Users can now have a 360-degree view of customer accounting information, avoid duplication of data, get effective real time synchronization between Dynamics 365 CRM and QuickBooks, calculate tax and maintain data integrity. What seemed to be an uphill task before is now effectively handled with just few clicks! Hence, it can be rightfully said that InoLink is an ideal solution for integrating Dynamics 365 CRM with Intuit QuickBooks.

For more information, download the app from our Website or Microsoft AppSource for a FREE trial of 15 days.

 

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