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Description

Expand your capabilities beyond conventional accounting solutions with PB3β„’ and PetroCycleβ„’. Discover how CMI harnesses the strength, scalability, and efficiency of top accounting platforms like Microsoft Dynamicsβ„’ and QuickBooksβ„’ to provide tailored features and functionalities specifically for petroleum marketers, allowing you to optimize your operations and drive business growth.

Description

InoLink is an integration tool between Intuit QuickBooks online and Dynamics 365 CRM Online. It provides a 360-degree view to customer which allows for understanding their historical data such as aging balances, transaction histories, and totals. In Dynamics 365 CRM, you can view customer transactions and top customers. InoLink allows data exchange and prevents duplication between Dynamics 365 CRM (QuickBooks) and Dynamics 365 CRM (QuickBooks). This integration tool allows you to sync one or more QuickBooks companies with a single instance Dynamics 365 CRM. It allows for the secure transfer of real-time data between Dynamics 365 CRM and QuickBooks. Features: β€’ Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices β€’ Transaction Sync: Promote Quote/Order/Invoice from Dynamics 365 to QuickBooks β€’ Accounting History: View transaction history in Dynamics CRM β€’ Account Balances: Customer open balances and aging details in CRM β€’ Tax Calculation: Calculate tax for Quotes, Orders and Invoices in Dynamics 365 β€’ Reporting: View Recent Transactions, Top Customers and Open Invoices with dashboards β€’ Security: Control access to accounting data with security roles and field level sec.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced No 

Integrations

Microsoft Dynamics 365 Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CMIsolutions

Country

United States

Website

www.cmisolutions.com/cmiaccountingsolutions

Vendor Details

Company Name

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management No 

Accounts Payable

Approval Process Control No 
Bank Reconciliation Yes 
Cash Management No 
Check Writing Yes 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services Yes 

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