QuickBooks Integration?

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Our company is in the process of converting to Office 365 with Dynamics CRM. Our accounting department currently uses QuickBooks. We are looking two possibilities: integrating QB w/ CRM or potentially finding another software (like AX?).

Are there many challenges with integrating QB? For example, I know our controller doesn't want to use QB online.

Any feedback is appreciated!

Thanks!

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Adaptors for integration between CRM and QB are already available so you can use it without any need to develop it from scratch -https://www.google.com.ua/webhp?sourceid=chrome-instant&ion=1&espv=2&ie=UTF-8#q=microsoft%20crm%20quickbooks%20integration

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NicksTuk 1,833 on at

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Have a look at this connector from KingswaySoft:

www.kingswaysoft.com/.../ssis-integration-toolkit-for-quickbooks

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Nabamita_D 30 on at

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Yes, I agree with you, Andrew. Though this is an old post, if we search on Microsoft AppSource, there are connectors available for CRM and QB integration.

One such connector is appsource.microsoft.com/.../dbsync.d11159a0-27d7-4442-990a-af2f3b321615

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Community Member on at

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Hi jordan,

For Easy integration, you can use our Quickbooks Connector for Microsoft Dynamics 365 CRM. It is a secure, robust and reliable cloud-hosted service to synchronize and link customer records, invoices, and payments between Dynamics 365 CRM and QuickBooks.

Visit the link for more details: www.solzit.com/.../

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Inogic 709 on at

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You can use InoLink – a preferred app on Microsoft AppSource - for bi-directional integration between QuickBooks Online and Dynamics 365 CRM. InoLink synchronizes transaction history and aging details from QuickBooks to Dynamics 365 and provides 360-degree view of customer information within CRM. Click here for more information.

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petergroft 90 on at

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Ways QuickBooks can power growth in your business

Integrations. Like playgrounds that seamlessly connect monkey bars with swing sets and slides, QuickBooks’ 700 customized integrations play nice with the other software programs you care about. Integrations ensure your workflows talk to each other and don’t disrupt business operations. Ultimately, all of this serves to help you manage and grow your business easily, and keep employees productive and investors happy.

Migration support. The ubiquitous nature of QuickBooks is a source of familiarity for many financial professionals. While ERP sales pitches could be tempting, the cost to switch is often overlooked, and benefits can take months or years to fully realize. You can add more vroom to your business without replacing the engine – and if you already feel at home with QuickBooks, know that its all-in-one price includes migration support.

Secure access. QuickBooks puts your business on cloud nine … only if you want it to. Its portfolio of solutions includes a variety of ways to store your accounting information, either locally on a desktop or in the cloud. You can choose the level of access employees have to files. Cloud options work with PCs, Macs, smartphones, and tablets. No matter how you and your team want access, inside or outside of the office, employees aren’t tied to a company file that’s installed on a single computer or server.

Multiple entities. Contrary to competitors’ claims, you can manage multiple entities in QuickBooks without having to sign in and out multiple times. QuickBooks is popular with the construction industry for that very reason, creating individual LLCs for each new project.

Project profitability. Track labor costs, income, and expenses with job costing. At a glance, know progress by project or customer at any time. Joseph Cole of Foliage Services, a Portland, Ore.-based container plant design firm, shared, “Through job costing, we can isolate one customer and figure out how much profit we’re actually making, which is truly remarkable.”

Hope This Helps,

Admin

Apps4Rent I O365CloudExperts

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