Dynamics CRM and QuickBooks Integration

Dynamics CRM and QuickBooks Integration

Dynamics CRM is a customer relationship management software by Microsoft that provides solutions for sales, marketing and services thereby enhancing the customer service. QuickBooks, on the other hand, is a software that manages the accounts of any individual or a company.

According to a recent study, it has been proved that when a company integrates QuickBooks with Dynamics CRM its potential to increase the ROI can be increased by 245%.

There are certain benefits attached to integrating QuickBooks and Dynamics CRM which can be listed as under:

  • It aids in improving the business processes and maintains the sanctity of data.
  • Enhance the customer satisfaction.
  • Improve the various processes attaches to sales.

In this article, we will essentially talk about how the Dynamics CRM can be integrated with QuickBooks. InoLink is a software that enables bi-directional integration between Dynamics CRM and QuickBooks.

However, there are certain prerequisites before installing InoLink on your system:

  • There has to be a workstation which is always on and also logged on.
  • QuickBooks should be installed on that workstation.
  • The company file that needs to be integrated should be able to be logged in from that system.

Supported Triggers and Actions

Triggers

New Account
Triggers when a new account is created.
Contact Updated
Triggers when a contact has been updated.
New Contact
Triggers when a new contact is created.
New Lead
Triggers when a new lead is created.
Opportunity Updated
Triggers when an opportunity has been updated.
New Opportunity
Triggers when a new opportunity is created.
Lead Updated
Triggers when a lead has been updated.
New Account
Triggered when you add a new account.
New Bill
Triggers when a new bill is added.
New Customer
Triggered when you add a new customer.
New Estimate
Triggered when you add a new estimate.
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice.
New Invoice
Triggered when you add a new invoice (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Payment
Triggered when a payment is received (with line item support).
New Purchase Order
Triggers when a new purchase order is added.
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Vendor
Triggered when a new vendor is added.

Actions

Create Account
Creates a new account.
Create Contact
Creates a new contact.
Update Account
Updates an account.
Create Lead
Creates a new lead.
Find Contact
Finds a contact by email address or other searchable field.
Update Lead
Updates a lead.
Find Account
Finds an account by name.
Update Contact
Updates a contact.
Find Opportunity
Finds an opportunity by subject or other searchable field
Find Lead
Finds a lead by email address or other searchable field.
Find or Create Contact
Finds a contact by email address or other searchable field.
Find or Create Account
Finds an account by name.
Find or Create Opportunity
Finds an opportunity by subject or other searchable field
Find or Create Lead
Finds a lead by email address or other searchable field.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Credit Memo
Creates a new credit memo.
Create Customer
Adds a new customer.
Create Estimate
Create a new estimate (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Product/Service
Creates a new product or service.
Create Journal Entry
Creates a new journal entry.
Create Invoice
Adds a new invoice (with line item support).
Create Sales Receipt
Adds a new sales receipt (with line item support).
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Purchase Order
Creates a new purchase order.
Create Refund Receipt
Creates a new refund receipt.
Send Invoice
Send an existing invoice.
Send Sales Receipt
Send an existing sales receipt.
Create Time Activity
Creates a new single time activity.
Update Customer
Updates an existing customer.
Update Invoice
Updates an existing invoice (with line item support).
Create Vendor
Adds a new vendor.
Find Account
Find an account by name.
Find Customer
Find a customer by name or email address.
Find Invoice
Find an invoice by number.
Find Product(s)
Find a product by name (with line item support)
Find Vendor
Find a vendor by name.
Find or Create Customer
Finds or creates a specific customer v2.
Find or Create Vendor
Finds or creates a specific vendor.

Steps to integrate Dynamics CRM and QuickBooks

Below are the steps to Integrate quickbooks with Dynamic CRM easily, Please follow the steps carefully.

  • Install InoLink on your system.
  • InoLink will share a link to download the InoLink.zip file. This zip file, that contains InoLink setup file, Installation manual, user manual and that license needs to be extracted on your workstation.
  • Double click on the InoLinkSetup.msi to begin the installation.
  • The InoLink wizard screen will appear, click on Next.
  • The License agreement will appear after that, check the box saying I agree and click on Next.
  • Change the destination of the installation folder or remember the suggested location and click on next.
  • A screen will prompt you to import the CRM solution. This will help you complete the installation of Dynamic CRM.
  • Enter the Dynamics CRM details and click on Install.
  • Click close to installation wizard after the installation is complete.
  • Verify the installation of Dynamics CRM by going to the settings on the Dynamics CRM. Click on Solutions. Here you will see InoLink here.
  • Also, the InoLink entities will be displayed on the home page of the Dynamics CRM software.
  • Now go to the settings and click on management on the Dynamics CRM. Click on imports.
  • There will be 6 mapping records displayed under the import section.
  • Now go to Start and open control panel. Go to system and select security. Click on administrative tools and in that services. You should see InoLink here.
  • Check the status of Identify Foundation 3.5 under the program features in the control panel. It should be enabled and you must see a checkbox checked against it. If not you should check the same.
  • Connect Dynamics CRM and QuickBooks using InoLink.
  • Click on the InoLink option that you’ll see under the Start Menu.
  • Click on InoLink settings to begin configuration.
  • Go to File menu and click on connections.
  • Enter both QuickBooks details and CRM details here.
  • After entering all the required details click on connect to test the connection between QuickBooks and Dynamics CRM.
  • Authorize the access from the QuickBooks desktop.
Need Experts Help?

Thus with the aforesaid mentioned steps, you will be able to integrate Dynamics CRM and QuickBooks. If you are facing any problem kindly get in touch with our QuickBooks Technical team on our Toll-Free Number smbaccountants.com and get your queries addresses efficiently and effectively.

FAQ

  1. How do dynamic CRM and QuickBooks integration work?

    It helps to integrate invoice to invoice, it also helps to track all orders to cash and A/R analytics. While integrating the dynamic CRM and QuickBooks, you can also integrate with an inventory. Integrate with MS dynamics 365/CRM accounts, items, and invoices along with QuickBooks online customers, jobs, invoices, and products.

  2. Does QuickBooks have a CRM module while processing the Dynamic CRM and QuickBooks integration?

    The answer is Yes, QuickBooks CRM provides an accounting solution that is generally available for QuickBooks Desktop and online. While doing this process, a user doesn’t need a double-data entry. Then, you can easily view the customer information alongside financial data which helps you to identify the important opportunities for your customer and organization.

  3. What are the benefits of dynamic CRM and QuickBooks integration work?

    You find better transparency in-between the accounting sales, management teams, and marketing, real-time availability of data, efficient lead management, you will find sing;e point of data entry along with automatic sync between the QuickBooks and dynamic CRM.


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