6 Reasons to Integrate QuickBooks with Zoho
Managing finances is one of the most essential and complicated functionalities of a business. It is only with superior financial health that a business can grow. Unfortunately, hiring a finance specialist or an accountant can be costly for many companies. Still, the good thing is that those small business owners have an alternative available. They can either become well versed in managing their finances or purchase affordable accounting software such as QuickBooks.
Quickbooks is popular as affordable accounting software that enables businesses to manage different aspects of accounting and finance. The integration of QuickBooks with Zoho CRM increases account management functionality much more.
As it is well known, Zoho CRM is a customer relationship management solution that helps business owners manage and delegate business activities such as customer support, team management, lead management, social media management, etc. It collects and contains all the information related to a customer from the procurement stage of leads to when they convert into customers.
Multiple functionalities are involved when a lead decides to purchase a product or a service. The Zoho CRM integration with QuickBooks helps business owners manage and understand the financial aspects quickly. The integration of Zoho CRM with QuickBooks allows in doing the following things:
Easing the data transfer between Zoho CRM and QuickBooks.
Exporting records and synchronizing vendor or customer details.
Keeping essential data as a common record or fields between the two solutions.
QuickBooks helps the sales team generate and track invoices, track expenses and bills, generate detailed financial statements of your business to keep track of the income, profit, and expense, keep track of employee work hours and offers salary accordingly, and much more.
The thing is that Zoho CRM already has features for tracking inventory, and QuickBooks makes it extremely simple to track the quantity and cost of inventory. QuickBooks helps its employees and businesses to manage taxes, scan receipts, and send them back to the customers through Zoho CRM.
After seeing an overview of why one should integrate QuickBooks with Zoho, let’s look at the reasons in detail.
1. Measuring Productivity
Time tracking can go a long way in measuring productivity of employees. With Timesheets, one can get a detailed understanding of the Project costs and budgets. When Timesheet gets integrated with QuickBooks, many things can be done.
The time logs from approved timesheets can be pushed as Time Activity or as Time Charge and the employees can be paid out on the basis of the approved timelogs using this integration. The time logs that are created for clients get pushed as Time Charge in the local currency.
Please note that the currency defined when the client was created on Zoho People should be the same as the local currency in QuickBooks because if this is not the case, the time logs can be pushed as Time Activity. The time logs created without being associated with any clients will be pushed as Time Activity for which the payment can be carried out in QuickBooks.
Basically, the bills that have been generated in the Zoho account can be pushed as Invoice into QuickBooks. The currency used in the bill can be the currency of the organization as created in QuickBooks. However, in case you would like to push the bill in some other currency then you can enable an option called Multicurrency in QuickBooks.
2. Inventory Management
The Zoho inventory is integrated with QuickBooks online for making the accounting and inventory management proceed seamlessly. This seamless integration can help the QuickBooks users easily access all of their sales and purchases in the Zoho inventory.
With this Zoho CRM integration, you can import your accounts into the Zoho Inventory from QuickBooks Online. In addition, you can also export your invoices, credit notes and bills along with their payments from Zoho Inventory to QuickBooks Online. The only thing is that you must have an active account with QuickBooks online.
Remember that you cannot connect multiple QuickBooks organizations to your Zoho Inventory organization and vice versa. The base currency of the organizations should be the same. In case you have enabled multi currency in Zoho Inventory then you have to enable the same in QuickBooks as well.
3. Transfer Important Data
The business owners are completely aware of the hassle that bookkeeping can bring with it. With the integration of Zoho CRM and QuickBooks, it is possible to create and update all the sales orders, customers and product list, invoices, etc. This integration can help in syncing data with the Zoho CRM so that you can gain complete visibility of customer updates with Zoho.
Zoho CRM also enables all aspects of the business to work in complete sync. You can depend on this accounting software for managing incoming and outgoing payments. For example, in case you are in a conversation with a client and they are enquiring about the latest sales that was processed then instead of going through the task of flipping through QuickBooks, you can stay within your Zoho account and have all the questions answered.
4. Importing Data
Zoho Books is an ideal accounting package for many businesses that seek an affordable and a user friendly alternative to other cloud accounting solutions. It offers a wide range of features that make getting paid easier than ever.
The QuickBooks integration with Zoho CRM can help you in using the best of both Zoho Books and QuickBooks. Zoho Books features an intuitive client portal that helps in accepting bulk payments from customers, expediting the estimate approval process and accepting valuable customer feedback.
In fact, Zoho Books also allows you to send and confirm sales orders before they get sent out along with an automatic reminder that can be set for invoices and bills so that it can be ensured that the client pays at the right time and you never fall behind when it comes to timely payments. Zoho Books can also offer seamless scalability for growing businesses integrating with Zoho’s line of business apps, payment gateways, POS appa, G Suite, and more.
5. Syncing Contacts
QuickBooks is an accounting application for small businesses and one man bands. It is a full scope of app integrations and features including billing, accounting, invoicing, and estimates which helps in keeping the books balanced and staying organized without ever losing valuable time.
On the other hand, the use of Zoho CRM empowers businesses of all shapes and sizes to automate many business workflows, get extensive reporting and analytics, and engage with customers through various channels such as social media, email, phone, and live chat. Zoho CRM is an important part of Zoho’s suite of applications and it integrates natively with other Zoho products.
You can create customized book sync for QuickBooks in less than five minutes. All you have to do is add collections, actions, and map the billing fields. You can either have all of your customers and suppliers sync two ways with QuickBooks or do it based on the custom attributes in your CRM or marketing platform. On the other hand, you can also go for a simple one to one integration or a workflow that spans across multiple apps within minutes without any technical help.
6. Saving Time and Energy
QuickBooks is one of the best solutions designed for small and medium sizes businesses. It is easy to set up and use because it replaces the need for spreadsheets. Zoho CRM QuickBooks helps in keeping track of all the money coming in and out of the business.
It is structured in a way that it makes the accounting process implemented automatically within the software. This further helps in saving time and energy for the financial team and helps the team to concentrate on other important tasks.
In essence, any business that opts for QuickBooks integration with Zoho CRM can benefit from the time saved by providing payment and invoice information for salespeople while reducing any need for double accounting entries. This is the best option that revolves around important factors of affordability, direct integration, user friendliness, and customer support. All these factors can strengthen the sales cycle and enhance customer experience.
Conclusion
The benefits of Zoho CRM with QuickBooks online cannot be stressed enough. The syncing of these two programs can help a company manage each of their accounting functions. This integration is also extremely user friendly and can help the users with a virtual orientation process.
With this integration, the team also does not need much time for making adjustments because most of the features can be easily activated with just a click of a button. All the updates are designed to streamline the relationship between a client and a customer.
Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)
Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Abhishek - Zoho Partner
Sticky Posts
Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingNew User Interface for your Email integration in Zoho CRM
Hello folks, As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**. If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below. **Please note that,Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Auto Capitalize First Letter of Words
Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank YouAdding Social Media Buttons to Basic Campaigns
Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!Custom Buttons for Mass Actions
Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons wereQuestion regarding import of previous deals...
Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account'sZoho Assist not rendering NinjaTrader chart properly
Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displaysDropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company beingAn Exclusive Session for Zoho Desk Users: AI in Zoho Desk
A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AIBest way to schedule bill payments to vendors
I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll haveLink(s) between Notes
Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linkingRegex in Zoho Mail custom filters is not supported - but it works!
I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regexNeed Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update pricesFeature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.
Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" sectionI don't see any WITHDRAWL transaction at all
Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,Shared inbox unable to see replies
Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replyingSync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:Workdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaZoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Kaizen #136 - Zoho CRM Widgets using ReactJS
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM404 error at checkout
Our customers are getting a 404 error at checkout. Anyone else with the same problem?FONT Sizing in Notebook
Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. NothingCan managers Upload documents to their direct rapports?
Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there somethingLeave balance display for next year
Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balancePlease add an “Auto-Apply Unused Credits” toggle
Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work forZoho Books not working/loading
Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!WhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.Introducing Profile Summary: Faster Candidate Insights with Zia
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiringCustom Fields with Data Types for Expense and Payments Received in Zoho Books
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you canCustom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall salesFollow-up emails via Workflow Automation not staying in the same thread
Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent withinZoho Cliq - Incident alert (Server outage - IN DC) | August 28
We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responsesHow to conditionally embed an own internal widget with parameters in an html snippet?
Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the followingSync more than one Workdrive
Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. RegardsHow can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.Limitations on editing a message in Cliq
Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message viaProblem with reports due to "Connected" items change - Yes this IS a problem
Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child itemsCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesNarrative 10: Assignment Rules - Streamlining Ticket Management
Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do moreProduct details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped duringNext Page