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How To Integrate Dynamics 365 And QuickBooks?

If you are looking for the best financial management and reporting tools, QuickBooks and Dynamics 365 will surely be on your mind. In this blog, we will be reading about how Dynamics 365 integration with QuickBooks can help you optimize the strength of both solutions within a unified platform.

QuickBooks accounting software is used by individuals and organizations to track income and expenses. It is also used to track project costs, manage payrolls, and forecast cash flows. For instance, you can leverage QuickBooks accounting software to set up recurring invoices and schedule sending them out to recipients. You can also track potential tax deductions in one location and automatically deduct payroll taxes to take away a lot of the stress involved with calculating, filing, and paying taxes. You can even manage employee and HR benefits within QuickBooks.


On the other hand, Dynamics 365 combines the benefits of a CRM and an ERP into a single platform. The current cloud version of Dynamics 365 combines older versions of Dynamics AX and Dynamics CRM. Dynamics 365 is being leveraged by organizations to create a centralized location to deal with business workflows and processes. It integrates seamlessly and easily with other products within the Microsoft family, like Office 365 and Azure.


Generally, it is seen that many company departments such as sales require information from accounting and vice-versa. However, there is a possibility that these business areas may be working in different apps that can make it difficult to sync up information. This is where Dynamics 365 integration with QuickBooks comes handy.


Need help with Dynamics 365 integration with QuickBooks? Contact us now at C.I.G Consultants.

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