Introducing QuickBooks Connector for Zoho CRM

Accounting is the most integral part of your sales cycle. It is extremely important to keep track of your revenue by maintaining clean invoice records. This becomes easier if your CRM system, where all your sales records are maintained, is tightly integrated with your accounting software. This requirement forms the basis for integrating your QuickBooks account with Zoho CRM, to help you maintain up-to-date customer information in both QuickBooks and Zoho CRM.

To help you with this integration, we introduce to you QuickBooks Connector for Zoho CRM. You can install this connector from the Zoho Marketplace. The main function of the QuickBooks connector is to provide a medium for integrating your Zoho CRM account with QuickBooks. Once you've installed and authorized the QuickBooks connector, you can start writing custom functions to sync records as per your requirement.

The QuickBooks connector works as follows:

Install the connector from Zoho Marketplace.
Authorize the QuickBooks Connector by providing your QuickBooks credentials.
Once the connector is authorized, start writing custom functions to synchronize your data between various QuickBooks and Zoho CRM modules. These custom functions can be paired either with a workflow rule, custom button, or custom related list depending on your requirements.

You can make use of the QuickBooks deluge commands to write your custom functions.

Please note that this connector will only have the APIs necessary to provide the connection but the actual data sync can only be achieved by the user by writing custom functions based on their needs.

You can find a sample custom function that helps you sync invoices from CRM to QuickBooks in the text file attached below.This custom function works as follows:

Whenever the custom function is executed it will check if the contacts associated with the Invoices are already present in your QuickBooks account. If Yes, it will update the existing contact and create Invoices and associate it with the contact. If the contact is new to QuickBooks, this function will first create a contact in QuickBooks and then associate the Invoice to that contact.

Similarly, you can write your own custom functions based on your requirements.
For details on installation and setup of QuickBooks Connector, refer to our online help.
If you have any questions, please post them in the comments section below.

Regards,

Hari.V

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick list
Here's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,
Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the
Easily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and
Empower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension
Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued