Microsoft Dynamics Forums Homepage

Forum Home Forum Home > Microsoft Dynamics CRM > CRM - General
  New Posts New Posts RSS Feed - CRM & QuickBooks Integration
  FAQ FAQ  Forum Search   Register Register  Login Login

CRM & QuickBooks Integration

 Post Reply Post Reply
Akshay_M View Drop Down Member Member

Joined: July 04 2019
Status: Offline
Points: 14
Post Options Post Options   Thanks (0) Thanks(0)   Quote Akshay_M Quote  Post ReplyReply Direct Link To This Post Topic: CRM & QuickBooks Integration
    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?

Back to Top
Sponsored Links

Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Copyright 2013 All rights reserved. is an independent non-Microsoft website.
Email: contact AT microsoftdynamicsforums DOT com