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
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