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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Inogic Quickbooks Plugin
Microsoft Dynamics CRM (Archived)

Inogic Quickbooks Plugin

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Posted on by Jeff Ehman 92

Is anyone using (or know anyone else using) the Inogic software that integrates Dynamics CRM to Quickbooks?  I am curious to know how reliable/seamless the synchronization is.  I have heard that Quickbooks is a tough piece to plug-in to and have a little skepticism. 

Any opinions or thoughts?

-Jeff 

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  • hnaparst Profile Picture
    hnaparst 130 on at
    Re: Inogic Quickbooks Plugin

    I have purchased Inogic's software.  I tried to evaluate Pervasive's offering, but it crashed immediately upon opening.  In contrast, Inogic's developers install the software for you by using Teamviewer, and they work through all implementation problems until the problems are resolved.  You don't pay until you are happy that the software works according to your needs.

     On the whole, it is a tough job to synchronize QB and CRM, primarily because QB is much more complete than CRM.  For instance subtotal items, discount items, group items, assembly items and so on are not even on the radar screen in Microsoft Dynamics CRM.  QB har been around much longer and has a much larger customer base, whereas CRM is a new product that is not even thought to be used as an accounting system.  As such, you should expect that the sychronization will be limited, and you might really question how you will use such a limited synchronization.

     However, for what it is, the Inogic offering is better than Pervasive's.  I view the current implementation as just the beginning of what is possible, and hopefully in ten years the two products will really work well together.

  • Quezil Profile Picture
    Quezil 5 on at
    Re: Inogic Quickbooks Plugin

    Jeff,

    We too have used the QB to CRM integration from Inoigc.  It does work as advertised.

    We have worked with Inogic for several years.  We have found them to be very responsive and highly customer service focused.  I would not hesitate to utilize any tool they offer because I know it will be well designed and heavily tested.

    Good Luck.

  • Community Member Profile Picture
    Community Member on at
    Re: Inogic Quickbooks Plugin

    Jeff,

    We looked at all the solutions offered for QB/CRM integration.  Most all of them were hosted, which did not interest us.  Inogic was one of the few that had a product we could use on-premise, and had the features we needed. 

    Our company handles products in a unique fashion.  The Inogic team did not hesitate moving forward with customizations that resolved our organization needs in that area, at a very reasonable price.

    I would definitely recommend Inogic for your Dynamics CRM / Quickbooks integration.  Let me know if you would like any more details, I'd be happy to respond.

    Thx,

    Michael Wilde.

    RTL Networks

  • Adrian Holloway Profile Picture
    Adrian Holloway 20 on at
    Re: Inogic Quickbooks Plugin

    Jeff,

    We just concluded the QBE + CRM 4 integration. It went well. There are some quirks - such as the console must be logged on (could be locked) while running the integration components, but may be unique to us because of our multiple location, colocated/on premise implementation.

     All in all - I give them high marks for implementation, support, responsiveness. At one point I needed help on the weekend and they supported me via email on a Friday night and Sat during the day.

    So, in short - I highly recommend Inogic and Sam in particular. 

     

  • Jeff Ehman Profile Picture
    Jeff Ehman 92 on at
    Re: Re: Inogic Quickbooks Plugin

    Thanks for the information!  We are probably going to start our trial in the next week or two.  They were extremely responsive to our initial questions though.  Very impressive.

  • Suggested answer
    Inogic Profile Picture
    Inogic 657 on at
    Inogic Quickbooks Plugin
    Hi Jeff,
     
    Yes, many users have found InoLink to be a reliable solution for integrating Dynamics CRM with QuickBooks. While integrating with QuickBooks can be challenging, InoLink is designed to handle these complexities effectively.
    Here are a few points to consider:
     
    • Seamless Synchronization: Users report that InoLink provides smooth two-way data sync for customers, products, invoices, and orders, helping to maintain data integrity.
    • Real-Time Updates: The integration allows for real-time syncing, which is essential for keeping both systems current.
    • User-Friendly: Many users appreciate its ease of use and the fact that it minimizes manual entry, reducing the risk of errors.
     
    If you're concerned about reliability, I recommend reaching out to existing users or checking out reviews on AppSource to get first-hand experiences. Overall, InoLink has been well received, especially for its ability to streamline workflows between Dynamics CRM and QuickBooks.
     
    To learn more about the app and how it can help with your functional needs, feel free to mail us at crm@inogic.com.
    If you are interested in testing the solution for your needs, then you should consider checking out our app for a 15-day free trial from our Website or Microsoft AppSource.

    I hope this helps!
     

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