CRM Help

Manual and Automatic Data Transfer

Modes of Data Transfer

There are two modes of data transfer data between Zoho CRM and QuickBooks, Manually and Automatically.

Manual Data Transfer

This mode helps you to manually go and initiate the data transfer, each time you want to update records.

To transfer data manually

  1. Open the QuickBooks Web Connector.
  2. In the QuickBooks Web Connector window, select the Application check box from the list.
    Make sure that your Zoho CRM account's password is given.
  3. Click Update Selected.

Note

  • It is mandatory that the QuickBooks Application and the related company file be open for the data transfer to be carried out.

Automatic Data Transfer

This mode helps you to automatically carry out the data transfer by specifying the interval at which the records should be automatically updated.

To transfer data automatically

  1. Open the QuickBooks Web Connector.
  2. In the QuickBooks Web Connector window, select the Application check box from the list.
    Make sure that your Zoho CRM account's password is given.
  3. Select the corresponding check box under Auto-Run.
  4. Select the update frequency interval in minutes under Every_Min.
  5. Click Update Selected, if you want to perform data transfer immediately.
    Else, leave the settings, and the data transfer will be carried out at the specified intervals.

Note

  • The QuickBooks Web Connector should be open for the data transfer to be carried out.

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