QuickBooks Connector for Dynamics 365 CRM
QuickBooks is an accounting software that replaces a cash register. It can be used as a cash dairy for retailers. QuickBooks Online integrated with other third-party software and financial services, such as banks, payroll companies, and expense management software.
Soluzione QuickBooks Connector is an Add-On that easily integrates with the version of QuickBooks software. It is an intelligent connector that adds value to business which can optimize business with Microsoft Dynamics CRM and QuickBooks working together.
It is an Add–On for Dynamics 365 CRM that offers a smart and straightforward sync process to connect Dynamics CRM and QuickBooks. It is a secure, and reliable cloud-hosted service that synchronizes and link customer records, invoices, credit notes and payments between Dynamics 365 CRM and QuickBooks. From this, all their information is up to date, saving time, money and improving customer relationships. We can easily have all the organization's and its related Contacts, Product/Services, Invoices, payments updated on both the ends.
These are some of the characteristics of QuickBooks connector that define the easy working on QuickBooks with Dynamics 365 CRM:
Sync Master Data -
It Configures multiple QuickBooks companies. Easily configure and synchronize master data such as Chart of Account, Tax Rates, Product/ Services from QuickBooks to Dynamics CRM and Contacts, Accounts from Dynamics CRM to QuickBooks.
Sync Transactions -
QuickBooks connector track and push transaction information such as invoices from Dynamics CRM to QuickBooks. Payments are automatically pulled from QuickBooks into Dynamics CRM and invoices are linked to invoices.
Flexible, Customizable and Insightful -
The solution is completely flexible and customizable to meet for custom needs. Enables to trigger the synchronization based on unique business needs. It gets a clear view of data synchronization using the dashboard.
QuickBooks tracks all the inventory, sales, and customer information for managing various business and serve invoices to us. It reduces hours of laborious work of re-entering data again and again in Dynamics 365 CRM and QuickBooks.
This is not all below are a few blogs and articles which can help get more understanding about Dynamics CRM and Add-ons:
Comments
Post a Comment