vtiger-quickbooks-integration-logo

CRM Compatibility:

  • Edition: Open Source
  • Version: 6.*, 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.

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.

Have any question?

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

Let’s Talk!