Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
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