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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM & QuickBooks I...
Microsoft Dynamics CRM (Archived)

CRM & QuickBooks Integration

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Posted on by Susan Herring 35

We have been using Dynamics CRM for a few months, and run it alongside QuickBooks. However, we are having trouble finding a solution to integrate Dynamics CRM with Quick Books, and are having to do double entry on both invoices and purchase orders.

The invoices are generated in CRM, and then manually entered onto QuickBooks (as we need to take into account nominal codes, customer credit limits, monies paid, monies outstanding and credit notes).

Purchase orders are raised in QuickBooks, received in QuickBooks, and then the stock received is manually entered onto CRM.

Any suggestions?

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I have the same question (1)
  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello.

    You should check following urls:

    www.customerdynamics.com/.../QuickbooksConnect.aspx

    www.inogic.com/integration_quickbooks.htm

  • Megan Tobin Profile Picture
    Megan Tobin 10 on at

    My company, Astera Software, makers of Centerprise Data Integrator, have both Microsoft Dynamics CRM and QuickBooks Connectors that can quickly and easily  integrate your Dynamics CRM and QuickBooks. With graphical programming that is easy to use, you can ensure your QuickBooks and CRM are constantly in sync and eliminate the need for hand coding and manual updates!

    Check out: www.astera.com, &  www.astera.com/.../centerprise-connectors

  • Community Member Profile Picture
    Community Member on at

    "Doing double entry on both invoices and purchase orders" - it is sounds terrible. Try Skyvia for integrating Dynamics CRM and Quickbooks. The service is free for now, and allows you to synchronize data just in few clicks.

    After setting up you can perform the synchronization manually or use flexible setting to schedule it for automatic execution, at any time you need.

    If you are interested, read more about Quicknooks and Dynamics CRM integration here!

  • Community Member Profile Picture
    Community Member on at

    Susan, now there are various tools present in the market. However, you can also connect with a company who does these types of integrations. I have recently opted for a similar service. If you are still interested then click here and connect with them.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello Susan,

    I have gone through your problem but need to check at our point. If you are open to sharing your instance with us, I will ask our Certified Dynamics CRM developer to go through your system. After review, he will share the best possible solution for you.

    BTW, my name is Ashim Goldar, and you can share details at ashim.goldar@promptsoftech.com. Also, I will be available on Skype,  ashim.prompt. If you are comfortable with WhatsApp, try +91 757 482 0252.

    Thanks

    Ashim Goldar

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    We've automated the data export process with the help of a third-party app Skyvia. It allows us to refresh the necessary data once a day. Thus, we integrate Dynamics with QBO without wasting money and effort on building our tool.

  • Helen Gidert Profile Picture
    Helen Gidert 5 on at

    Hey susan, recently we were facing similar issue with our company's CRM nothing to worry about it. we found the antidote for such issue. You can even give your try I am sharing a link with you (Dynamics Consultant) you can connect with them. Hopefully you will find resolution for it.  

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