What's New!



  • Real time processing of synchronization from Dynamics 365 CRM to QuickBooks
  • Two-way sync of Account/Contact data to QuickBooks Customers and vice-versa
  • Two-way sync of Products and Prices to/from QuickBooks and Dynamics 365 CRM
  • Link existing Accounts/ Contacts/ Products in Dynamics 365 CRM and QuickBooks to avoid data duplication
  • Ability to promote Quote/Order/Invoice one-time from Dynamics 365 CRM to QuickBooks
  • Complete Accounting Transaction history of all transaction types and their latest updates available within Dynamics 365 CRM
  • Ability to bring over Customer Aging details
  • Sales tax calculation in Dynamics 365 CRM for Quotes, Orders and Invoices
  • Accounting Dashboards in Dynamics 365 CRM includes Recent Transactions, Top Customers, Pending Invoices, etc.
  • Accounting fields can be secured through Field Level Security
  • Ability to integrate Dynamics 365 CRM with multiple QuickBooks
  • Batch processing through configurable polling times from QuickBooks to Dynamics 365 CRM
  • Seamless integration within native CRM entities and forms
  • Ability to access the solution via web, mobile and Tablet as well
For further queries, reach out to us at [email protected]
Last modified 9mo ago