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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 ο¬eld level sec.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
QuickBooks Online
QuickBooks Online Advanced
Integrations
Microsoft Dynamics 365
QuickBooks Online
QuickBooks Online Advanced
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounts Payable
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
