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Microsoft Dynamics Integration for QuickBooks Online

Synchronize your QuickBooks customers, estimates, and invoices with Dynamics so CRM users see everything from one system.

Pricing

Free*


xRM’s QuickBooks Online integration at this level allows for the synchronization of Contacts and Accounts in CRM with Customers in QuickBooks Online. If customer information is updated in QuickBooks Online, it will be updated in Microsoft Dynamics CRM.

*Sync is limited to standard CRM contact and account fields … custom fields not supported.

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Standard


$15 / $80*
Per Month


xRM’s QuickBooks Online integration at the Standard level allows for one-way synchronization between QuickBooks Online and Microsoft Dynamics CRM, with QuickBooks Online as the source system and Microsoft Dynamics as the target system. This simply means that information such as Estimates and Invoices created in QuickBooks Online will be created in Microsoft Dynamics CRM for the convenient visibility for your CRM users.

*Pricing for Standard is $15/CRM User/month or $80/month/Organization, whichever is less expensive.

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Professional


$150
Per Month


xRM’s QuickBooks Online integration at the Professional level allows for bi-directional synchronization between QuickBooks Online and Microsoft Dynamics CRM. This means that customers that are updated in either system are updated in the other. It also means that Quotes updated in Microsoft Dynamics CRM are updated in QuickBooks Online. (For financial integrity reasons, Invoices in Microsoft Dynamics CRM can only be marked as Paid from QuickBooks Online. That is, updating that status of Invoices in CRM would have no effect on QuickBooks Online.)

Pricing for Professional is a flat $150/month for the entire organization.

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xRM has created a seamless integration between QuickBooks Online and Microsoft Dynamics CRM. Now you can view financial information from QuickBooks Online in your CRM instance in the context of your customers. The service runs in the background and synchronizes data between the systems automatically, so there’s no management or overhead required—just accurate data when and where you need it.

We’ve made it easy; there’s nothing to install. We host the integration. No need to consume SQL server and/or Azure space. You simply need QuickBooks Online and Microsoft Dynamics. We support Dynamics 365 and Dynamics CRM 2011 or higher. We also support all deployment models of Microsoft Dynamics (On Premises, Partner Hosted, and Microsoft hosted).

Cost of QuickBooks Online

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Free Migration Path

  • The QuickBooks Online team (at Intuit) will help you migrate from QuickBooks Desktop to QuickBooks Online free.
  • QuickBooks Online has a free support line at 1 (800) 926-3667 that is open Monday through Friday from 6:00 AM to 3:00 PM, PST. You will need to know what desktop version of QuickBooks you have and have time to work with the QuickBooks support technician during the migration.
  • Additionally, for customers that want to do it by themselves, tutorial videos and articles like these are available to walk you through the process.
  • Video - Converting from QuickBooks Desktop to QuickBooks Online
  • Article - Import into QuickBooks Online from QuickBooks Enterprise

Professional Services Path

  • QuickBooks QuickStart Migration. $399

View our 9-minute demo video of xRM Microsoft Dynamics CRM Integration for QuickBooks Online.

Frequently Asked Questions

A: No. Only QuickBooks Online is supported, but QuickBooks makes it pretty easy to switch to their online platform. You can import your existing QuickBooks data to it, and there are tutorials. http://quickbooks.intuit.com/quickbooks-faq#switching

A: It usually takes only a few hours.

A: No data is stored in the cloud-based integration service itself, and all data that is transferred between QuickBooks and Microsoft Dynamics CRM is encrypted during transit.

A: For the first synchronization, we pull Customer data from QuickBooks Online and populate CRM. We also do a duplication check during the process.

A: The price of the service is $15 per user per month or $80 per month for the entire organization. The term is month-to-month, with a 30-day cancellation policy.

A: No. This is a service that runs in the cloud.

A: We support Dynamics 365 and Dynamics CRM 2011 or higher.

A: No, it does not. We host the integration at no additional cost.

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