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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
• Tax Calculation: Calculate tax for Quotes, Orders and Invoices in Dynamics 365
• Reporting: View Recent Transactions, Top Customers and Open Invoices with dashboards
• Security: Control access to accounting data with security roles and field level sec.
Description
SaasAnt Transactions changes the way you manage accounting operations. Import, export and modify transactions in QuickBooks and Xero using Excel files.
You can handle bulk imports and export data in different formats, such as xlsx and xlsx. You can also export data to txt and zip.
Product Features
Easy File Automations
Bulk Transaction Importer for QuickBooks or Xero
Bulk Transaction Exporter
Bulk Transaction Deleter
Import, export, delete and modify batch transactions
Easy Live Edit Data in Xero/QuickBooks
Import Excel, CSV and PDF files to QuickBooks/Xero
Automated Rules
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
QuickBooks Online Advanced
Axis LMS
Microsoft Dynamics 365
QuickBooks Desktop Premier
Xero
Integrations
QuickBooks Online
QuickBooks Online Advanced
Axis LMS
Microsoft Dynamics 365
QuickBooks Desktop Premier
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15/month/user
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
SaasAnt Inc
Founded
2015
Country
USA
Website
www.saasant.com/app-saasant-transactions-quickbooks-automation.html
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
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
