Zoho CRM for QuickBooks

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Testimonials

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  • jfloyd: Zoho CRM adds the ability to manage your email from within the application. Only CRM that I know has this feature

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Zoho CRM for QuickBooks helps you to maintain complete and up-to-date customer information across all departments (Marketing, Sales, Accounting, and others) in your organization. With QuickBooks Integration, you can synchronize customers and suppliers data between Zoho CRM and QuickBooks. In addition, you can import or export the products, quotes, invoices and sales orders data from Zoho CRM to QuickBooks and vice versa.

Your Benefits

  • Avoid dual data entry: With integration between QuickBooks and your Zoho CRM account, data entered in Zoho CRM gets updated in QuickBooks, automatically.
  • Complete Visibility: Get a complete view of your Customer, including the billing status, invoices and payments made.
  • Avoid mismatch of data: Give the right billing and payment information to your Customer Support executives, thus making it easier for them to reply to payment- related customer queries
  • No training required: Allow non-accounting employees to have access to up-to-date Customer billing information, as and when required.
  • Save time and increase efficiency: Respond to your client requests and sales opportunities with greater speed and efficiency. You no longer lose time by waiting for your Accounts department to give billing information about your Customers.
  • Prepare invoices quickly with the click of a button: Avoid all the delays between the closing of a sales deal and sending of invoices to a customer. You get the right and up-to-date information added to both your Zoho CRM and QuickBooks systems.

Key Features

  • Synchronize customers & suppliers data: Synchronize the selected or all Contacts and Vendors data between Zoho CRM and QuickBooks.
  • Transfer inventory data: Import or Export Products, Quotes, Invoices and Sales Orders data from Zoho CRM to QuickBooks and vice versa.
  • Resolve data entry conflicts: Choose data either from QuickBooks or Zoho CRM to take priority while synching and updating your data.
  • View audit trails: View the recent history of data transfer with actual date and time stamp for all the supported modules.
Note:

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