CRM Help

Zoho CRM QuickBooks Integration

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.

Availability

Profile Permission Required: Users with the QuickBooks Integration permission can access this feature.

Key Features

  • 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

Software Requirements

  • QuickBooks Premier 2008,2009, and 2010 (US Edition)
  • QuickBooks Simple Start 2008 and 2009 (US Edition)
  • QuickBooks Web Connector: Version 2.0.0.116 and above

Supported Zoho CRM Modules

Zoho CRM for QuickBooks supports the following modules:

  • Contacts
  • Products
  • Quotes
  • Sales Orders
  • Invoices
  • Vendors

Installation Procedure

Install QB Web Connector | Download QWC File | Add Zoho CRM App in QuickBooks Web Connector

Settings

Match Time Zones | Map Zoho CRM and QuickBooks Fields

Data Transfer

Import | Export | Synchronize | Manual Data Transfer | Automatic Data Transfer | View Data Transfer History

Miscellaneous Topics

Zoho CRM for QuickBooks Workflow | Troubleshooting

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