What's New!
Ability to integrate Dynamics CRM with multiple QuickBooks
Batch processing through configurable polling times from QuickBooks to Dynamics CRM
Real time processing of synchronization from Dynamics 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 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 and Pending Invoices etc.
Accounting fields can be secured through Field Level Security
Seamless integration within native CRM entities and forms
Ability to access the solution via web, mobile and Tablet as well
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