Optimize your business with Microsoft Dynamics CRM and QuickBooksworking hand-in-hand
Soluzione’s QuickBooks Connector Add–On for Dynamics 365 CRM offers you a smart and straightforward sync process to connect Dynamics CRM and QuickBooks. It is a secure, robust and reliable cloud-hosted service to synchronize and link customer records, invoices, and payments between Dynamics 365 CRM and QuickBooks, ensuring that all of their information is up-to-date saving you time, money and improving your customer relationships.
You can easily have your organization and its related Contacts, Product/Services, Invoices, payments updated on both the ends. It reduces hours of laborious work of re-entering data again and again in Dynamics CRM and QuickBooks, and your people can really work to grow your business.
Configure 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.
Seamlessly 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 appropriate invoices.
Solution is completely flexible and customizable to meet your custom needs. Enables you to trigger the synchronization based on your unique business needs. Get a clear view of your data synchronization using the dashboard.
QuickBooks Connector FAQ
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