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CRM & QuickBooks Integration

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Akshay_M View Drop Down
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Joined: July 04 2019
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    Posted: September 13 2019 at 4:51am

We have been using Dynamics CRM for a few months, and run it alongside QuickBooks. However, we are having trouble finding a solution to integrate Dynamics CRM with QuickBooks, and are having to do double entry on both invoices and purchase orders.

The invoices are generated in CRM, and then manually entered onto QuickBooks Enterprise hosting (as we need to take into account nominal codes, customer credit limits, monies paid, monies outstanding and credit notes).

Purchase orders are raised in QuickBooks, received in QuickBooks, and then the stock received is manually entered onto CRM.

Any suggestions?

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