we purchase both the CRM and Books to manage all our enterpise workflow.

however the sync and integration between books and crm does not seems to be working.

Invoices / Quotes does not show up into CRM.

Import of contacts from CRM to Books resulted in double entries and we cannot delete those double entries now (says being used by CRM).

a serious help needed asap.

CRM to be used by our field engineers and sales whereas Books is being used by internal accounts. This way gives us a full view of our processes and make sure we do not loose out.

see attached diagrams

Hope to hear from you soon.