Understand Quickbooks integration

Understand Quickbooks integration in form workflows

Quickbooks integration enables you to push data automatically from your Zoho Creator to Quickbooks account, which would otherwise require manual execution. To begin with, you must add a connection between Zoho Creator and your Quickbooks account. You can add a new Quickbooks account or map your existing account by specifying your Quickbooks login credentials.

After successful authentication, you can map fields in your Zoho Creator form to the supported Quickbooks module. This action will create a record in your Quickbooks account with relevant details when there is an activity on a form.

For example, you can push order details and create invoices for successful orders, push employee details and manage their payroll, add a new customer or product information in Quickbooks whenever the Creator form is submitted.

Apart from pushing data, you can perform more actions such as fetch and update records by defining a custom action in Zoho Creator.

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