Hello everyone,

We have this customer who wants to keep using QuickBooks to do the actual billing and accounting. But we want to use Finance (or books) to do the quotes, we plan to use Zoho inventory to do inventory. I was wondering what type of integration we can do.

I saw that Zoho Books doesn’t have much integration with Quickbooks so I turned to Finance but this article says US/UK only, so I guess it’s out of the question for us Canadians.

https://www.zoho.com/ca/invoice/help/integrations/quickbooks-online-integration.html

So now I see inventory can do the transaction and can send the information to QuickBooks but I find that with Finance or Books we would have way more automation and managing vendors, customers and quote and so forth.

I also saw that you can use Zoho Flow but if you use the prebuild Quickbooks integration if you make an invoice, you can only add 1 item, so it doesn’t help much.

We don’t want to have to pay for stuff like Zapiers. So now if you guys can correct me and point me into a proper direction it would be very nice.

Il gives a quick run down of the flows.

Prospect enter CRM à sales person contact prospect à Prospect turns into a deal à sales and user exchange and deal is won à Quote is being sent to customer (using finance or book) à user agree to quote à have the order made à update customer info and make invoice in Quickbooksà flow keep going.

So as you see from the example it’s the part in black that troubles me.

Thanks again for taking the time to answer and point me in the right direction.