Zoho CRM for QuickBooks helps you to synchronize customer data between Zoho CRM and QuickBooks. By transferring customer data, you can maintain complete and up-to-date customer information in your organization. Additionally, it will help you reduce the duplicate data entry and maintain consistency. With the QuickBooks Integration, you can import, export or synchronize data either manually or automatically.
Profile Permission Required: Users with the QuickBooks Integration permission can access this feature.
Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks
Import all the data from QuickBooks to Zoho CRM
Export all or selected records from Zoho CRM to QuickBooks
Synchronize contact and vendor details between Zoho CRM and QuickBooks
Map the standard and custom fields and sync between Zoho CRM fields and QuickBooks
Prioritize your data and overwrite data while synchronization
View the history of data transferred and also delete the most recent data transfer action
QuickBooks Premier 2008,2009, and 2010 (US Edition)
QuickBooks Simple Start 2008 and 2009 (US Edition)
QuickBooks Web Connector: Version 18.104.22.168 and above
Supported Zoho CRM Modules
Zoho CRM for QuickBooks supports the following modules: