What is InoLink?

InoLink serves as an integration solution that bridges Intuit QuickBooks Online with Dynamics 365 CRM Online, enabling users to gain a comprehensive understanding of customer interactions by accessing historical data, including aging balances and transaction details. Within Dynamics 365 CRM, users can easily monitor customer transactions and identify their top clients. By facilitating seamless data exchange, InoLink effectively mitigates duplication issues between QuickBooks and Dynamics 365 CRM.

This integration tool enables the synchronization of multiple QuickBooks companies with a single Dynamics 365 CRM instance, ensuring a secure transfer of real-time information between the two platforms.

Key features include:

• Bi-Directional Sync: Enables two-way synchronization of Accounts, Contacts, Products, and Pricing information.
• Transaction Sync: Facilitates the promotion of Quotes, Orders, and Invoices from Dynamics 365 to QuickBooks.
• Accounting History: Allows users to explore transaction history directly within Dynamics CRM.
• Account Balances: Provides insights into customer open balances along with aging information in the CRM.
• Tax Calculation: Assists in calculating taxes for Quotes, Orders, and Invoices within Dynamics 365.
• Reporting: Offers dashboards for viewing Recent Transactions, identifying Top Customers, and tracking Open Invoices.
• Security: Ensures controlled access to accounting data through security roles and field-level security measures.

As a powerful tool for financial management, InoLink streamlines business processes and enhances customer relationship management.

Pricing

Free Trial Offered?:
Yes

Integrations

All InoLink Integrations
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Screenshots and Video

Play Video InoLink Screenshot 1 InoLink Screenshot 2

Company Facts

Company Name:
Inogic Tech
Date Founded:
2006
Company Location:
India
Company Website:
www.inogic.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

InoLink Categories and Features

Integration Software

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services