Quickbooks

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Posted on by Jeff Rhode

We are new to Dynamics 2011, we are looking for a product to integrate Quickbooks. I only saw a few on the marketplace and most did not have many reviews.

We would like to merge contact data, review balances, review payment history, as well as convert invoices, also we would like to remotely email packing slips to our Shipping Manager if we are away from the office, but a product is ready to ship.

Any good or bad experiences with any products?

Jeff

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Neil Benson 7,369 User Group Leader on at

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Re: Quickbooks

QuickBooks is notoriously tricky to integrate with. Most versions are simple desktop accounting systems with a proprietary database (i.e. doesn't use a standard database that developers know how to integrate with). Integration is hard because unlike a CRM server, accountants sometimes switch off their PC, QuickBooks becomes unavailable and integration fails.

My good experiences were switching to Xero for accounting and ditching QuickBooks. I found Xero easier to use, cloud-based, very cost effective, and there's an integration to CRM available from Magnetizm CRM in New Zealand.

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LonO 160 on at

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Re: Quickbooks

Hi Jeff:

Yes, we have the QuickBooks Dashboard for Microsoft CRM Online. Check it out at www.livingbusinessonline.com/QuickBooks.aspx or in Intuit's AppCenter or in Microsoft's CRM Marketplace. It will do almost all of what you are asking for (or soon will...) and I would be glad to discuss it with you at your convenience.

Neil's right about it being tricky to integrate with but we think we've solved a lot of the obstacles. Intuit tells us that more of their obstacles will be removed "soon"...

Hope that helps,

Lon

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mm123 2,535 on at

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Re: Quickbooks

Jeff,

We have developed a CRM- QB Sync solution that will sync contacts, invoices with 2 Way . Please drop an email to learn more.

MV

nj.tech@hotmail.com

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Community Member on at

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RE: Quickbooks

I suggest you to visit here www.quickbookshelpphonenumber.com for solve all types of quickbooks issues. I know I am Answering very late but its useful for future.

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Community Member on at

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RE: Quickbooks

If you want to remotely access the bills and payment history then QuickBooks is the best to use but keep in mind configure it correctly or else it will create a problem like duplicate bills will be generated always. If you don't know to configure read steps from Quickbooks Technical Support and use tension free.

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Nabamita_D 30 on at

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RE: Quickbooks

Hey Jeff, I noticed this question was asked quite a long time ago. I don't know whether you still require or are looking for such a solution. If you are looking for a connector to integrate Dynamics 365 with QuickBooks, you can try DBSync's connector. It is simple and easy to deploy. More information on this can be found here - www.mydbsync.com/.../microsoft-dynamics-365-crm-integration

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Terrance Morgan 515 on at

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RE: Quickbooks

DBSync Cloud Data Management Platform helps to automate the processes and seamlessly put everyone on the same page. DBSync allows you to smoothly connect any combination of SaaS, cloud, and on-premise applications together without the burden of installing and maintaining software and appliances.

Integrate your Dynamics 365/CRM with QuickBooks to:

Optimize the Order-to-Cash process

Ensure the data in your CRM/ERP matches the data in your accounting software in near real-time so your sales staff can make more informed decisions with their prospects and accounts

Eliminate double data entry reducing labor costs, human error, and the time needed to fix those errors

For more feature-related information Book a Demo at any suitable time.

Regardless of your data challenges, we’ve got you covered!

Either use our bi-directional pre-built template or go with a customized more complex, and dynamic mapping to fit your unique requirements.

Example of a pre-built integration template: Microsoft Dynamics 365/CRM Accounts, Products, Opportunity, and Invoices to QuickBooks cloud/Online Customers, Items, and Job & Invoices.

Not all your data will need to be integrated instantly. Some records can be transferred less frequently, for example, once a day, when others every 5 minutes, depending on the type of data. DBSync has a built-in Scheduler to integrate systems as often as required.

DBSync also has automatic online updating, enabling users to enjoy all the product updates and features with every new release.

With DBSync integration platform you get:

360-degree view of customer info

Enhanced sales process

Speedy business process

Improved efficiency

Time savings

Eliminated duplication

Clean data with no errors

Cost efficiency and an easy to use tool

Great customer experience

Terrance
CRM Admin | Apps4Rent

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Inogic 653 on at

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RE: Quickbooks

Hi,

Check out InoLink – a bi-directional QuickBooks and Dynamics 365 CRM integration solution. InoLink synchronizes transaction history and aging details from QuickBooks to Dynamics 365 to provide 360-degree view of customer information. With InoLink, you will be able to calculate tax for transactions within Dynamics 365 CRM and send Quotes/Orders/Invoices from Dynamics 365 to QuickBooks. For more details, click here.

Thanks!

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