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Zoho CRM QuickBooks Integration

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Connect your Zoho CRM and QuickBooks Online accounts to discover a measurable increase in productivity and efficiency, as well as reduce time spent on administrative tasks.

  • Perform two-way sync of Contacts, Invoices, Products, Quotes, and Sales Orders records between Zoho CRM and QuickBooks account.
  • Securely synchronize your records between Zoho CRM and QuickBooks.
  • Fields in QuickBooks can be easily mapped to Zoho CRM fields, just by dragging and dropping the fields.
  • Scheduler for synchronizing records at predetermined intervals.
  • Logs allows you to track all records that have been synced, along with the record synced statement.
  • Perform a data sync between Zoho CRM and QuickBooks for selected records.
  • Sync records instantly from Zoho CRM to QuickBooks.
  • Delete all the selected records in a bidirectional way from Zoho CRM to QuickBooks and vice versa.

Integrate your Zoho CRM and QuickBooks Online

Get Connected

Bidirectional Sync

Synchronize records bidirectionally between Zoho CRM and QuickBooks Online instantly or schedule them to sync at a specified interval of time.

Accurate Sync
Accurate Sync

Zoho CRM and QuickBooks fields will be mapped according to their corresponding fields by drag and drop method.

Record Tracking
Record History

Using the Log, you can know the status of the data sync throughout the record history. It is convenient to view all the records on the same page, both successful and unsuccessful.

Configure Zoho CRM with QuickBooks

Connect Zoho CRM with QuickBooks Online to grant access to Zoho CRM.

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Map the Fields

Map your fields to all Zoho CRM and QuickBooks modules.

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On-Save sync

Automatically syncs records from Zoho CRM to QuickBooks

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Historical QB Sync

Zoho QuickBooks Extension allows you to sync your older records from a certain period of time to QuickBooks.

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Historical Zoho Sync

Perform a particular record sync from Zoho CRM to QuickBooks. In the detail view of a record, click on the ‘Copy to QuickBooks’ button.

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Detailed Logs

Audit each and every record that is synced from Zoho to QB and QB to Zoho. Select Logs under Zoho QB Extension.

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Features

Secure sync
Synchronize data instantly
  • Synchronize data instantly with QuickBooks when you save records in Zoho CRM.
  • Integrate Invoices, Contacts, Products, Quotes, and Sales Orders to eliminate double-entry of information.
  • Keep track of all records that have been synced in the log.
  • Get the failed records notifications
Accelerate
Maintaining records efficiently
  • Keep your customer information updated in Zoho CRM and QuickBooks.
  • Streamline your sales process with the right Invoices, Sales Orders and Contacts information.
  • Set up Zoho CRM to send only selected records to QuickBooks. The extension gives you complete control over what records are transferred.
  • Zoho CRM allows you to get the list of all related companies of QuickBooks.
Time Saving
Time-saving Data Transfer
  • Streamline your workflow and eliminate double entry by eliminating duplicate records.
  • Synchronize all your data periodically and resync the records that failed to sync because of network barriers.
  • Perform sync in the background during off-peak hours so you can be more productive. You can configure sync frequency to send data between QB and Zoho.
  • All your duplicate/redundant records between Zoho CRM and QuickBooks will be deleted bidirectionally.
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Perfect data synchronization
  • Perform bidirectional synchronization between QuickBooks and Zoho CRM.
  • Through mapping, relate each field in each module to the right location in order to sync the data
  • Maintain data consistency by avoiding dual manual entries and perform fast, secure data synchronization.

Documentation

Eliminate manual data entry with Zoho CRM QuickBooks Integration.

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