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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / MS Dynamics and Quickb...
Microsoft Dynamics CRM (Archived)

MS Dynamics and Quickbooks Integration UK

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Posted on by lpwhite77 55

I am looking for an application to integrate MS Dynamics Online with Quickbooks. We are a UK based company and have not found a suitable application for this.

Can anyone recommend a suitable app.

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  • JBirnbau Profile Picture
    JBirnbau on at

    Hi lpwhite77,

    Microsoft Dynamics CRM 2011 does not include any out-of-the box functionality for QuickBooks integration, however you can export any of your CRM data to Excel if that would serve your needs for importing into QuickBooks. If you would like to pursue further integration, there are third-party solutions that can provide this, which someone here on the forums may be able to provide more information about.

  • ppusateri Profile Picture
    ppusateri 5 on at

    There are multiple third party products.  I have not used any of them yet so this should not be interpreted as an endorsement - I only know about them because I've been looking as well.

    I've heard good things about Scribe.  Their "Scribe Online" product supports QB.  It is on the expensive side in my opinion but if you have complex requirements it might be the easiest option.

    If you're ok with some programming, CozyRoc sells an SSIS tool set which includes connectors (not sure if that's the correct term) for both Dynamics CRM and QuickBooks.  The product itself is relatively inexpensive.

    Inogic has a product called "Inolink: QuickBooks."  It looks like it may be less flexible than the solutions above in that it only synchronizes a few specific things, but those things probably cover the most typical scenarios.

    I'm sure there are other products that I don't know about.  Good luck!

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