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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. 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).

Cost of QuickBooks Online

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

Frequently Asked Questions

Q: Does this support all versions of QuickBooks?

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.

Q: What happens if I already have some of the same Contacts and Accounts in CRM that exist in QuickBooks Online?

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

Q: How much does it costs to install the solution for xRM QuickBooks Integration into Microsoft Dynamics CRM?

A: xRM does not charge for the installation process.

Q: How much does it cost to use the tool going forward?

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.

Q: How long does it take to get up and running?

A: It usually takes only a few hours.

Q: Do I need to install any software on my local computer?

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

Q: How secure is this?

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.

Do you need more information about xRM Microsoft Dynamics CRM Integration for QuickBooks Online? Please fill the form below and xRM will get back to you right away!