What's New!

Version 9.0.4.6

Features

• 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]