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Description
Flash Reports for QuickBooks Online transforms your Excel files into dynamic, easily refreshable reports that enhance financial analysis, budgeting, forecasting, and multi-entity reporting. By eliminating the need to repeatedly export data from QuickBooks to Excel and make manual adjustments, Flash Reports by Finatical Software allows you to directly refresh your QuickBooks Online financial information within your Excel spreadsheet, thus streamlining your workflow and guaranteeing that your reports remain precise and current. This innovative solution not only saves you valuable time but also enhances the overall efficiency of your financial reporting process.
Description
InoLink is an integration tool between Intuit QuickBooks online and Dynamics 365 CRM Online. It provides a 360-degree view to customer which allows for understanding their historical data such as aging balances, transaction histories, and totals. In Dynamics 365 CRM, you can view customer transactions and top customers. InoLink allows data exchange and prevents duplication between Dynamics 365 CRM (QuickBooks) and Dynamics 365 CRM (QuickBooks).
This integration tool allows you to sync one or more QuickBooks companies with a single instance Dynamics 365 CRM. It allows for the secure transfer of real-time data between Dynamics 365 CRM and QuickBooks.
Features:
β’ Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices
β’ Transaction Sync: Promote Quote/Order/Invoice from Dynamics 365 to QuickBooks
β’ Accounting History: View transaction history in Dynamics CRM
β’ Account Balances: Customer open balances and aging details in CRM
β’ Tax Calculation: Calculate tax for Quotes, Orders and Invoices in Dynamics 365
β’ Reporting: View Recent Transactions, Top Customers and Open Invoices with dashboards
β’ Security: Control access to accounting data with security roles and ο¬eld level sec.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
Microsoft Dynamics 365
Microsoft Excel
QuickBooks Online Advanced
Integrations
QuickBooks Online
Microsoft Dynamics 365
Microsoft Excel
QuickBooks Online Advanced
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Finatical Software
Founded
2024
Country
United States
Website
www.finaticalsoftware.com
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services