Configure Quickbooks integration in approval process | Zoho Creator Help

Configure Quickbooks integration in approval process

To configure the action,

  1. Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more
  2. Add a new approver to the workflow. Read more
  3. Navigate to the required approval block in the approval workflow.
  4. Click the Add New Action icon. The Add New Action window will slide in from the right.
  5. Zoho Creator executes the action whenever there is an activity on the form. You can run the action for selected records by setting the criteria. Refer to the Set criteria page to learn more about setting criteria in a workflow.
  6. Select Integrations action type.
  7. Choose Quickbooks from the Service list. 
  8. Choose Add New Connection from the Connection drop-down field.

  9. Specify the Connection Name and click Authorise.
  10. The browser will open the Quickbooks  login page on a new tab. Specify the Username and Password of your Quickbooks account and click Sign In.
      
  11. Click Connect to authorize Zoho Creator to access your Company's data in QuickBooks .
  12. Upon successful authentication, choose the  Quickbooks module that you want to push the data to.

  13. Based on the selection made in the Module field, Zoho Creator lists the mandatory and other fields
    • Mandatory fields - These are the required fields in the chosen Quickbooks module that must be mapped to a corresponding field in Zoho Creator. The drop-down lists the fields on your Creator form. Select the required field.  

      Note: The mandatory fields vary based on the selected service and module.

    • Other fields - You can map fields in the chosen Quickbooks module to the fields in your Zoho Creator form. This is optional. Click Add icon to map more fields.
  14. Click Save.
  15. Click Done in the top-right corner of the screen.



    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





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            





                                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

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          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 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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Understand Quickbooks integration in approval process

                                                                                                    Quickbooks integration enables you to push data automatically from your Zoho Creator to Quickbooks account, which would otherwise require manual execution. To begin with, you must add a connection between Zoho Creator and your Quickbooks account. You ...
                                                                                                  • Configure Zoho Recruit integration in approval process

                                                                                                    To configure the action, Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval block in the approval ...
                                                                                                  • Insert a record during an approval process

                                                                                                    Requirement   Insert a record into a form when an approval is approved or rejected. Use Case   A charity uses an application to approve the students who need their services. Any student can apply for their program, but the charity reserves their ...
                                                                                                  • Configure Zoho CRM integration in approval process

                                                                                                    You can add and configure an action to push submitted data from Zoho Creator to your Zoho CRM account on an approval/denial of a record. To configure the action, Mouse over to an action and click Add icon. The Add New Action window slides in from the ...
                                                                                                  • Configure Salesforce in approval process

                                                                                                    Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval block in the approval workflow. Click the Add New ...
                                                                                                    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