SYNC for QuickBooks and Microsoft Dynamics 365
Have the best of both worlds.
Integrating your Quickbooks software with Microsoft Dynamics 365 keeps your business running harmoniously while your sales and customer service teams have a 360-degree view of everything happening behind the scenes.
In the back office, your Quickbooks system helps streamlines your operations, controlling your inventory, managing your resources, invoicing customers, and monitoring overall performance.
At the same time, your sales and customer service teams can provide real-time intelligence on performance through Microsoft Dynamics 365. SYNC allows them to check the status and progress of Quickbooks jobs, material requirements, customer records, inventory availability, financial information and much more. Sales can also close new business and instantly convert a new sale to Quickbooks as a Sales Order, a Job or a new product with a BOM.
Sounds interesting? Ask your Commercient representative for more details.
Why Use SYNC for QuickBooks?
Commercient’s unique application eliminates the need for any custom coding, mapping, or programming on your end. We handle everything for you from installation to going-live. You’ll be able to handle custom objects in Dynamics 365 CRM and you’ll never have to worry about duplicate data entries.
Commercient SYNC gives you everything you need to manage your entire business from one system. It’ll be easy to adapt as your needs change because SYNC is a flexible, hassle-free cloud application.
Commercient’s standard SYNC for QuickBooks and Microsoft Dynamics 365 includes the integration of:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill to addresses, and account history.
Sales order data:
Open sales orders, sales order detail lines, and sales order history.
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.
For additional information, and items we can integrate for you, visit the pricing page.
Software SYNC for QuickBooks Is Compatible With
Commercient SYNC is compatible with QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Online and QuickBooks Enterprise.
ACH Payments Solution Add-On
Do you need an ACH payments solution to complete your ERP and CRM integration? We’ve partnered with Sage Payments to provide you with the ACH service you’re looking for.
If you want the ability to take quicker payments in your ERP, CRM, or eCommerce system, would like to experience less fraud, and provide more convenience for your customers you can download the PDF below or contact us now to learn more.
PDF Download: Payments SYNC Add-On Solution
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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”
– Gene Horlander
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