QuickBooks to Zoho CRM Connector

Integrated QuickBooks to Zoho CRM

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Web based CRM for QuickBooks

Easy synchronization for Zoho CRM Accounts, Products, Potentials (Opportunities), Quotes and Sales Orders to QuickBooks Customers, Items, Sales Orders, Invoices and Sales Receipts.  This connector provides streamline integration between QuickBooks and Zoho CRM, which creates a seamless lead-to-cash process and an enhanced customer relationship management (CRM) solution.

With the QuickBooks to Zoho CRM connector, your company will be able to send sales orders directly from Zoho CRM to QuickBooks.  The expanded visibility into QuickBooks data from Zoho CRM allows you to manage your business more effectively and empowers your sales force beyond the capabilities of traditional CRM while enabling your team to work flexibly and independently

Using the Zoho CRM to QuickBooks connector, your sales force will be able to focus on selling and closing deals more quickly and with greater ease.  By eliminating data re-entry and providing front office visibility into the back office accounting, this connector increases productivity and efficiency.

Sync Customers - When an Account record is created in Zoho CRM a customer record is created in QuickBooks.  Also when a customer is created in QuickBooks an Account and Contact record is created in Zoho CRM.  Any ongoing updates are kept in synchronization with each application.

Sync Products and Pricing
Items added to QuickBooks are automatically created into Zoho CRM.  Any updates to item records in QuickBooks are automatically reflected in Zoho CRM Product list.  Also, inventory on hand quantity, available for sale quantity, item price, item average cost all are properly reflected in Zoho CRM.

Convert Zoho CRM Potentials into either QuickBooks Sales Orders or Invoices
Zoho CRM potentials (Opportunities) can easily be turned into a QuickBooks Sales Order or a QuickBooks Customer Invoice.

Convert Zoho CRM Quotes into either QuickBooks Sales Orders or QuickBooks Invoices
Zoho CRM Quotes can easily be turned into a QuickBooks Sales Order or a QuickBooks Customer Invoice.

Convert Zoho CRM Sales Orders into QuickBooks Sales Orders
Zoho CRM Sales Orders can easily be turned into a QuickBooks Sales Orders.   Updates to orders within QuickBooks are reflected back into Zoho CRM Sales Order screen.

Visibility of QuickBooks back office right from within Zoho CRM

When the following transactions are created, updated or deleted in QuickBooks, they updated in Zoho CRM.

  • Sales Orders – As sales orders are updated or processed in QuickBooks the updates and changes are reflected directly back to the Zoho CRM Sales Order screen.
  • Customer Invoices – As QuickBooks Invoices are created or updated the Zoho CRM Invoice screen is either created or updated to reflect the same information.  This includes open and remaining unpaid balance for each invoice.
  • Sales Receipts – As QuickBooks Sales Receipts are created or updated the Zoho CRM Invoice screen is either created or updated to reflect the same information. 
  • Current Customer Balance – As QuickBooks Customers accounts receivable balance changes that balance is properly reflect within Zoho CRM Account screen.
  • Item Information – Quantity on hand, quantity on sales order, quantity available for sale, current selling price, current average cost and total value are continuously updated within Zoho CRM products screen.

Click here to more learn about the:    *** Zoho CRM for QuickBooks ***

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