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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:
• Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices
• Transaction Sync: Promote Quote/Order/Invoice from Dynamics 365 to QuickBooks
• Accounting History: View transaction history in Dynamics CRM
• Account Balances: Customer open balances and aging details in CRM
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• Reporting: View Recent Transactions, Top Customers and Open Invoices with dashboards
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Description
QuickBooks is a comprehensive tool that assists in monitoring donations, managing invoices, bookkeeping, and addressing all your accounting requirements. This platform allows for the categorization of revenue expenditures by specific funds or programs, enabling the creation of tailored reports that focus on the essential data for your nonprofit organization. With its fully customizable options, both QuickBooks Online Plus and QuickBooks Online Advanced offer real-time budget tracking by program or fund. Additionally, users can manage donor relationships, oversee grants, generate financial reports, perform bank reconciliations, and much more. Transitioning to QuickBooks Enterprise Nonprofit provides the capability to efficiently store and access extensive lists of donors, vendors, and items. The platform also offers individual user permissions for over 115 distinct activities, ensuring enhanced security for donor information. As your nonprofit expands, moving up to QuickBooks Enterprise Nonprofit is a straightforward process. Key accounting functionalities encompass donation handling, church management, and financial reporting tailored for larger nonprofit organizations, making it an invaluable asset for effective financial stewardship. Ultimately, utilizing QuickBooks will significantly streamline your financial operations and improve overall organizational efficiency.
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
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
Intuit
Website
www.intuit.com
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
Church Accounting
Accounts Payable
Accounts Receivable
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Donation Management
Fund Accounting
General Ledger
Payroll Management
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
