QuickBooks Connector

QuickBooks Connector for Zoho CRM

QuickBooks connector for Zoho CRM helps you to sync data between Zoho CRM and QuickBooks by writing custom functions in Zoho CRM. When you install this extension, a connector named QuickBooks Connector and custom functions to sync Zoho CRM data with Quickbooks will be added to your Zoho CRM. Currently, any new record created in the Customers, Invoice, Vendors and Products module of Zoho CRM will be added to the the corresponding modules of your Quickbooks account.

Install QuickBooks

To install Leads QuickBooks extension

  1. Click Setting > Setup > Marketplace > All.
    All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
  2. Click All Extensions, browse through forQuickBooks Connector and click it.
    The details about the extension will be available.
  3. Click Continueto Install.
  4. In the following screen, agree to the terms of service and click Install Now.
  5. Click Authorize.
    If you skip this step, you can authorize the extension later in the QuickBooks Extension Details page.
  6. Enter the Email and Password for your QuickBooks account and click SignIn.
  7. Click Authorize.

  8. Refresh the QuickBooks Extension Details page in Zoho CRM to complete the authorization process.

Sync Data with QuickBooks

The Quickbooks Connector helps you synchronize the records from Zoho CRM to Quickbooks. By default, this extension will help you to integrate the data from Customers, Invoice, Vendors and Products module of Zoho CRM to the the corresponding modules of your Quickbooks account.

In addition to these, if you have specific requirements, you can write custom functions to sync data between Zoho CRM and QuickBooks with easy-to-program sripts. You'll be able to customize each function to associate it with a custom button, related list or automation rule; choose whichever suits your needs best.

You use the following deluge commands to perform these actions:

The language specific on quickbooks commands are available in https://www.zoho.com/developer/help/scripting/integration-with-quickbooks.html

For example, the following code snippet is used to create a customer record in QuickBooks

//Declare Map Variable to hold the customer details
Customer_Details = map();

//Add the customer details to the map variable
Customer_Details.put("FamilyName", "George Stepenson");
Customer_Details.put("FullyQualifiedName", "Stepenson ");
Customer_Details.put("DisplayName", "George");

//declare map variable to hold the shipping address
Shipping_Address = map();

//add shipping address to the map variable
Shipping_Address.put("Line1", "312, 10th Avenue");
Shipping_Address.put("Line2", "Rick cross street");
Shipping_Address.put("Line3", "5th Block");
Shipping_Address.put("Country", "USA");

//declare map variable to hold the billing address
Billing_Address = map();

//add billing address to the map variable
Billing_Address.put("Line1", "312, 10th Avenue");
Billing_Address.put("Line2", "Rick cross street");
Billing_Address.put("Line3", "5th Block");
Billing_Address.put("Country", "USA");

//adding the shipping address to customer details
Customer_Details.put("ShipAddr", Shipping_Address);

//adding the billing address to customer details
Customer_Details.put("BillAddr", Billing_Address);

//creating the customer in the Quickbooks Customer module with connecton name "Zoho" and account id "1241802285"
createResponse = intuit.quickbooks.create("Zoho", "Customer", "1241802285", Customer_Details);

Similarly you can write a custom function to perform any operation.

Uninstall QuickBooks

You can uninstall the QuickBooks extension whenever you wish to. Remember that deleting this extension will delete all its associated data.

To uninstall QuickBooks

  1. Click Setting > Setup > Marketplace > All.
    All the installed extensions are listed.
  2. Browse for QuickBooks and click the corresponding Uninstall link.
  3. Click OK to confirm.
    The extension will be uninstalled.

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