Zoho FSM | Integrate with QuickBooks

Integrate with QuickBooks

QuickBooks is an accounting software. This help document details the steps to integrate QuickBooks with FSM. It broadly consists of the following:
  1. Create a connection for QuickBooks
  2. Create a custom function in FSM

Create a connection for QuickBooks

  1. Navigate to Setup > Automation > Connections.
  2. Select Default Services and click QuickBooks.



  3. Click Create Connection.



  4. Enter the following details and click Create And Connect:
    a. Enter a Connection Name, say QuickBooks.
        The Connection Link Name will be populated automatically.
    b. Disable Use Credentials of Login User.
    c. Select the scope com.intuit.quickbooks.accounting.



  5. Click Connect.



  6. Click Proceed on the authorization screen.



  7. Log in to your QuickBooks account.



  8. Choose an option for verification.



  9. Complete the verification.

The connection for QuickBooks is created successfully.
 

Create a custom function in FSM

Here is a sample custom function. This will retrieve the details of a customer. Similarly, you can write custom functions as per your business requirements.
  1. Navigate to Setup > Automation > Functions and click Create Function.
  2. Enter the following details:
    a. Function Name: QuickBooksTest
    b. Select a Module, say, Contacts
    c. Copy the script below:


      response = invokeurl
      [
       url :"https://quickbooks.api.intuit.com/v3/company/<companyId>/customer/<customerId>"
       type :GET
       connection:"quickbooks"
      ];
      info response;

In the script, provide the values for:
  1. companyId
    The Company ID can be found at Settings > Account and Settings > Billing & subscription. Remove the spaces in the Company ID.



  2. customerId
    Select a customer from the Customers & leads menu. The Customer ID (nameId) can be found in the address bar.



  3. the value to be given for connection is the Connection Link Name (refer to the screenshot below).

To test the function, do the following: 
  1. In the Deluge Script Editor, click Save & Execute.



  2. In the Execute Function pop-up, enter a Record ID or click Click here to get the list to obtain the list of available records.



  3. Select a record and click Execute.



  4. Click Execute.


The result of the function will be displayed.
 


      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 FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile 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 FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure 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


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  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

                                                                                                                          • Integrate with Xero

                                                                                                                            Xero is an accounting software. This help document details the steps to integrate Xero with FSM. It broadly consists of the following: Register your application in Xero Create a connection for Xero Create a custom function in FSM Register your ...
                                                                                                                          • Using Zapier for Zoho FSM Integrations

                                                                                                                            Zapier is an automation tool that connects different apps to streamline workflows without needing any coding. With 5,000+ app integrations, Zapier lets you automate workflows, save time, and reduce manual work. Listed below are some workflows that ...
                                                                                                                          • Installing Zoho Voice

                                                                                                                            Zoho Voice is Zoho’s cloud-based telephony system that enables you to make, receive, and manage calls seamlessly within your Zoho applications. It helps businesses streamline communication, track call activities, and enhance customer interactions—all ...
                                                                                                                          • REST APIs

                                                                                                                            Zoho FSM provides REST API (Application Programming Interface) that lets you integrate FSM with third-party applications for, among other things, inventory management, forecasting, and business intelligence. Click here for details. The REST API uses ...
                                                                                                                          • Setting up Integration for Zoho Invoice or Zoho Books

                                                                                                                            Zoho FSM leverages the power of Zoho Invoice/Books to handle and manage all your billing operations. It comes with built-in integration with Zoho Invoice, to handle and manage all the invoices and payments related to the services offered. This ...
                                                                                                                            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