CRM Masters

Integrating Quickbooks with Zoho CRM

Integrating Quickbooks with Zoho CRM
Integrate Zoho CRM with Quickbooks to easily manage your sales and accounting Simply import your account information into Zoho CRM. We offer a safe and smooth end-to-end data synchronization between Zoho CRM and QuickBooks, using bi-directional (two-way) data transmission. With our QuickBooks connector, you can connect Zoho CRM to QuickBooks and sync data in both directions, from Zoho CRM to QuickBooks and vice versa, eliminating double data entry and saving time, this can help you in managing the Zoho analytics at ease and maintain your proper business management. You can access customer information with important accounting information (financial data) from the Zoho CRM itself with our Zoho QuickBooks Integration, which helps your organization minimize inefficiencies and become more productive. In both Zoho CRM and QuickBooks, you’ll always have the most up-to-date information.
What is Quickbooks?
QuickBooks is online accounting software that allows you to monitor inventory, manage expenses, and create invoices. A Zoho specialist helps you to assemble your Quickbooks with Zoho CRM that helps to synchronize your business process with the mainframe of Zoho and offers a better commerce management How to link your QuickBooks and Zoho Flow accounts 1- Select the required action or trigger. Click Next after you have chosen a trigger. 2- Click Connect if your QuickBooks account has no current QuickBooks connections. Otherwise, choose Create a new connection. Create Estimate 3- You may also make a new connection by going to Settings and selecting Connections. Choose QuickBooks from the drop-down menu when prompted to create a connection. 4- After that, click Authorize and give your connection a name. 5- To grant Zoho Flow access to your QuickBooks account, sign in to your account and select Connect. View a demonstration of how it works. Zoho CRM Contacts ↔ QB Customers When you establish a contact in Zoho CRM, it automatically creates a customer in Quickbooks. Contact Information Zoho CRM Products ↔ QB Items When you create a product in Zoho CRM, it automatically creates a corresponding item in Quickbooks. Product Information Zoho CRM Sales Orders ↔ QB Invoices If the sales invoice is created in QuickBooks,then it automatically creates the invoice in Zoho CRM. Invoice No. 9     This extension integrates Quickbooks Online with Zoho CRM. This integrates with various modules of Zoho CRM with Quickbooks Online. Step 1 Step 2 Sync QB Customers Create InvoIce 7 Estimates in CRM