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CRM Compatibility:

  • Edition: Open Source
  • Version: 6.5, 7.*

Vtiger CRM QuickBooks Integration

Product version 2.2

Get your QuickBooks Accounting info inside Vtiger CRM.

  • Bidirectional Sync Contacts, Vendors, Products, Quotes, Sales Order and Invoices both manually and automatically.
  • Scheduled record insertion and update with cron.
  • Sync record with particular status to QuickBooks.
  • Fetch mapping template of Quotes, Sales order or Invoice module and apply for the other if the fields are same.
  • Sync record that has configured “Allow QB Sync” under QB information in individual record detail view.
  • Email notification for both failure and successful sync.
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  • Single Domain
  • Lifetime Free Support
  • Lifetime Free Upgrade
  • Requires ionCube Loader (4.4 or ↑)

How Vtiger CRM QuickBooks Integration

Connect & sync

Bridge your QuickBooks and Vtiger CRM in a click and start synchronizing the data.

Instant & Scheduled sync

Get all your CRM info inside your QuickBooks instantly in a single click or schedule it.

Selective sync

Sync only a particular Vtiger CRM info to QuickBooks with the available filters.

Features

Features

Secure and Smart Sync
  • No more manual entries, sync all your data in just a single click with Vtiger QuickBooks Integration.
  • Sync Invoices, Contacts, Products, Sales orders and much more.
  • Reliable data sync using a secured API to connect your Vtiger CRM with QuickBooks accounting software.
Schedule your Sync
  • With QuickBooks SuiteCRM Integration, you can sync all your records instantly in single click.
  • Easy to maintain both SuiteCRM and QuickBooks accounting software info up-to-date with scheduled sync based on CRON setup.
Automated Sync
  • Maintaining your growing library of records up-to-date can be tedious, when it undergoes periodic updations.
  • Vtiger QuickBooks Integration enables you to schedule your sync process based on CRON.
  • Also control your sync of scheduled list in on time and get the accurate and updated info without much efforts.
Map your fields
  • Easily map your Vtiger CRM fields with the appropriate QuickBooks fields using the more intuitive field mapping.
  • You can also sync selective Vtiger records to QuickBooks using filters like select, approved, auto created, cancel and more for invoice to render a customizable field relations.
Audit Logs to know sync info
  • No longer lose your sync data due to some connection drop.
  • Vtiger QuickBooks Integration let you to preserve the sync logs for both instant and scheduled sync.
  • You can analyse the detailed history of a individual records.
Engage with Instant Notifications
  • Get your sync reports right inside your inbox.
  • You can trigger notifications instantly or weekly or monthly once.
  • It’s keep you away from engaging in online for all time to know about sync info.

Documentation

Have any question?

Talk to our experts and get answers to all your inquiries.

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