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. You need QuickBooks Online and Microsoft Dynamics CRM 2011 or higher. We support all deployment models of Microsoft Dynamics CRM (On Premises, Partner Hosted, and CRM Online).
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: For the first synchronization, we pull Customer data from QuickBooks Online and populate CRM. We also do a duplication check during the process.
A: xRM does not charge for the installation 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: It usually takes only a few hours.
A: No. This is a service that runs in the cloud.
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.