Bigin Integration with QuickBooks

Bigin Integration with QuickBooks

QuickBooks handles all financial operations, including invoices, expenses, and estimates, while Bigin focuses on managing and maintaining a comprehensive customer database.

If your business uses Bigin to manage customers and QuickBooks for accounting and invoicing, integrating the two tools can create a seamless connection between customer relationship management (CRM) and financial operations. With this integration, data is synchronized between Bigin and QuickBooks, allowing both platforms to access customer information, invoices, expenses, and estimates.

Note: This integration is currently available only for QuickBooks Online (QBO).

Installing QuickBooks 

To install QuickBooks in Bigin, navigate to Setup > Topping > QuickBooks > Install and provide the necessary permissions. You also have the option to set profile permissions, which can be edited later. Once QuickBooks is installed, you will need to authorize both QuickBooks and Bigin.

Authorizing QuickBooks 

To authorize QuickBooks:
  1. Click the Authorize button for QuickBooks. You will be redirected to the QuickBooks login page.
  2. Enter your QuickBooks credentials and choose the company you want to integrate with Bigin.

  1. Repeat the same process to authorize Bigin. Choose the organization you want, then click the Submit and Accept button to complete the integration.

  1. Once you have authorized both Bigin and QuickBooks, you will be prompted to add your Company ID. You can find this Company ID in QuickBooks Subscriptions Settings. Click the link under the field to be redirected to the page containing your Company ID. Copy and paste the Company ID into the field.
  2. Click Save.

Configure Module Sync 

You can configure QuickBooks modules to align with Bigin's modules. The table below describes the modules that can be configured.
QuickBooks Modules
Bigin Modules
Customer
Company/Contact
Items
Products
 
To configure the Customer module with the Company/Contact module:
  1. Click the Configure button and select the Bigin module—either Company or Contact—to sync with the Customer module. You can also choose the view from the selected module.
  2. Map the fields from QuickBooks to the corresponding fields in Bigin, then click Save.
In the Company module, the mandatory fields are Display Name and Company Name, while in the Contact module, they are Display Name and Last Name. You cannot proceed unless these fields are correctly matched.
Note:
  1. In both the Company and Contact modules, mapping the parent field requires mapping the child field as well, and vice versa.

  2. When configuring the Items module, you only need to select the view in Bigin's Product module. For field mapping, there are seven mandatory fields from QuickBooks that must be matched with the corresponding fields in Bigin. You cannot proceed further if these fields are not matched correctly. The seven mandatory fields are:
    1. Name(Product Name)
    2. Category
    3. As of Date
    4. Quantity on Hand
    5. Income Account
    6. Expense Account
    7. Inventory Asset Account
  3. If these fields do not exist, you will need to create custom fields accordingly. 
  4. ​The Bigin–QuickBooks integration offers two-way sync. Only the records included in the mapped custom view will be created or updated in both systems. However, when you create an Invoice or Estimate, the associated Contact or Company linked to the pipeline record will also be created or updated in QuickBooks, even if they are not part of the custom view.

Manage Your Invoice and Estimates:

After integration, a new QuickBooks tab will be added to the related list of the records. You can find this tab in the modules you have synced, as well as in the Pipeline module. All details synced from QuickBooks are listed here accordingly.

In Pipeline records, users will see a Create Quote/Invoice screen within Bigin. When users create a quote or invoice from this screen, it automatically populates all product details associated with the selected pipeline record, making it quicker and easier to generate accurate quotes or invoices.


Once created, invoices and quotes are linked to their respective deals, ensuring seamless management of deal-specific invoices within Bigin.

In Contacts module, Users can generate invoices and estimates by clicking the +Invoice or +Estimate button.



Once they are created, they are added in the QuickBooks related list.


 
 

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Eventbrite for Bigin

                                                                                                                          Eventbrite is a global platform for creating, managing, and promoting events. It offers tools for event registration, ticketing, and attendee management, catering to both small and large-scale events. With a user-friendly interface, Eventbrite ...
                                                                                                                        • Bigin-Zoho Projects Integration

                                                                                                                          The Bigin-Zoho Projects integration allows you to seamlessly monitor and manage the progress of your Zoho projects by linking them to their respective pipelines, contacts, and companies within Bigin. With this integration you can do the following: ...
                                                                                                                        • How to find Bigin's privacy policy?

                                                                                                                          To find Bigin's privacy policy 1. Open the Bigin app on your Mac. 2. Click Bigin in the menu bar that runs along the top of the screen. 3. Select Preferences in the dropdown to open Settings in Bigin. 4. Switch to the Help & Support tab that is ...
                                                                                                                        • Where can I set up the WhatsApp integration in Bigin?

                                                                                                                          WhatsApp integration can only be set up through the Bigin web application. It is not possible to complete the integration on the Bigin mobile app. Learn more about WhatsApp integration
                                                                                                                        • Where can I set up the WhatsApp integration in Bigin?

                                                                                                                          WhatsApp integration can only be set up through the Bigin web application. It is not possible to complete the integration on the Bigin mobile app. Learn more about WhatsApp integration
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources