6 Reasons to Integrate QuickBooks with Zoho

6 Reasons to Integrate QuickBooks with Zoho

Managing finances is one of the most essential and complicated functionalities of a business. It is only with superior financial health that a business can grow. Unfortunately, hiring a finance specialist or an accountant can be costly for many companies. Still, the good thing is that those small business owners have an alternative available. They can either become well versed in managing their finances or purchase affordable accounting software such as QuickBooks.

Quickbooks is popular as affordable accounting software that enables businesses to manage different aspects of accounting and finance. The integration of QuickBooks with Zoho CRM increases account management functionality much more.

As it is well known, Zoho CRM is a customer relationship management solution that helps business owners manage and delegate business activities such as customer support, team management, lead management, social media management, etc. It collects and contains all the information related to a customer from the procurement stage of leads to when they convert into customers. 

Multiple functionalities are involved when a lead decides to purchase a product or a service. The Zoho CRM integration with QuickBooks helps business owners manage and understand the financial aspects quickly. The integration of Zoho CRM with QuickBooks allows in doing the following things:

Easing the data transfer between Zoho CRM and QuickBooks.
Exporting records and synchronizing vendor or customer details.
Keeping essential data as a common record or fields between the two solutions. 
QuickBooks helps the sales team generate and track invoices, track expenses and bills, generate detailed financial statements of your business to keep track of the income, profit, and expense, keep track of employee work hours and offers salary accordingly, and much more.

The thing is that Zoho CRM already has features for tracking inventory, and QuickBooks makes it extremely simple to track the quantity and cost of inventory. QuickBooks helps its employees and businesses to manage taxes, scan receipts, and send them back to the customers through Zoho CRM.

After seeing an overview of why one should integrate QuickBooks with Zoho, let’s look at the reasons in detail.

1. Measuring Productivity

Time tracking can go a long way in measuring productivity of employees. With Timesheets, one can get a detailed understanding of the Project costs and budgets. When Timesheet gets integrated with QuickBooks, many things can be done.

The time logs from approved timesheets can be pushed as Time Activity or as Time Charge and the employees can be paid out on the basis of the approved timelogs using this integration. The time logs that are created for clients get pushed as Time Charge in the local currency.

Please note that the currency defined when the client was created on Zoho People should be the same as the local currency in QuickBooks because if this is not the case, the time logs can be pushed as Time Activity. The time logs created without being associated with any clients will be pushed as Time Activity for which the payment can be carried out in QuickBooks.

Basically, the bills that have been generated in the Zoho account can be pushed as Invoice into QuickBooks. The currency used in the bill can be the currency of the organization as created in QuickBooks. However, in case you would like to push the bill in some other currency then you can enable an option called Multicurrency in QuickBooks.

2. Inventory Management
 
The Zoho inventory is integrated with QuickBooks online for making the accounting and inventory management proceed seamlessly. This seamless integration can help the QuickBooks users easily access all of their sales and purchases in the Zoho inventory.

With this Zoho CRM integration, you can import your accounts into the Zoho Inventory from QuickBooks Online. In addition, you can also export your invoices, credit notes and bills along with their payments from Zoho Inventory to QuickBooks Online. The only thing is that you must have an active account with QuickBooks online.

Remember that you cannot connect multiple QuickBooks organizations to your Zoho Inventory organization and vice versa. The base currency of the organizations should be the same. In case you have enabled multi currency in Zoho Inventory then you have to enable the same in QuickBooks as well.

3. Transfer Important Data
 
The business owners are completely aware of the hassle that bookkeeping can bring with it. With the integration of Zoho CRM and QuickBooks, it is possible to create and update all the sales orders, customers and product list, invoices, etc. This integration can help in syncing data with the Zoho CRM so that you can gain complete visibility of customer updates with Zoho.

Zoho CRM also enables all aspects of the business to work in complete sync. You can depend on this accounting software for managing incoming and outgoing payments. For example, in case you are in a conversation with a client and they are enquiring about the latest sales that was processed then instead of going through the task of flipping through QuickBooks, you can stay within your Zoho account and have all the questions answered.

4. Importing Data
 
Zoho Books is an ideal accounting package for many businesses that seek an affordable and a user friendly alternative to other cloud accounting solutions. It offers a wide range of features that make getting paid easier than ever.

The QuickBooks integration with Zoho CRM can help you in using the best of both Zoho Books and QuickBooks. Zoho Books features an intuitive client portal that helps in accepting bulk payments from customers, expediting the estimate approval process and accepting valuable customer feedback.

In fact, Zoho Books also allows you to send and confirm sales orders before they get sent out along with an automatic reminder that can be set for invoices and bills so that it can be ensured that the client pays at the right time and you never fall behind when it comes to timely payments. Zoho Books can also offer seamless scalability for growing businesses integrating with Zoho’s line of business apps, payment gateways, POS appa, G Suite, and more. 

5. Syncing Contacts
 
QuickBooks is an accounting application for small businesses and one man bands. It is a full scope of app integrations and features including billing, accounting, invoicing, and estimates which helps in keeping the books balanced and staying organized without ever losing valuable time. 

On the other hand, the use of Zoho CRM empowers businesses of all shapes and sizes to automate many business workflows, get extensive reporting and analytics, and engage with customers through various channels such as social media, email, phone, and live chat. Zoho CRM is an important part of Zoho’s suite of applications and it integrates natively with other Zoho products.

You can create customized book sync for QuickBooks in less than five minutes. All you have to do is add collections, actions, and map the billing fields. You can either have all of your customers and suppliers sync two ways with QuickBooks or do it based on the custom attributes in your CRM or marketing platform. On the other hand, you can also go for a simple one to one integration or a workflow that spans across multiple apps within minutes without any technical help.

6. Saving Time and Energy

QuickBooks is one of the best solutions designed for small and medium sizes businesses. It is easy to set up and use because it replaces the need for spreadsheets. Zoho CRM QuickBooks helps in keeping track of all the money coming in and out of the business.

It is structured in a way that it makes the accounting process implemented automatically within the software. This further helps in saving time and energy for the financial team and helps the team to concentrate on other important tasks. 

In essence, any business that opts for QuickBooks integration with Zoho CRM can benefit from the time saved by providing payment and invoice information for salespeople while reducing any need for double accounting entries. This is the best option that revolves around important factors of affordability, direct integration, user friendliness, and customer support. All these factors can strengthen the sales cycle and enhance customer experience.

Conclusion
 

The benefits of Zoho CRM with QuickBooks online cannot be stressed enough. The syncing of these two programs can help a company manage each of their accounting functions. This integration is also extremely user friendly and can help the users with a virtual orientation process.

With this integration, the team also does not need much time for making adjustments because most of the features can be easily activated with just a click of a button. All the updates are designed to streamline the relationship between a client and a customer.


Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)

Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185
​

    • Sticky Posts

    • Free Webinar - Digital signatures for digital contract management with Zoho CRM

      Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming

    • New User Interface for your Email integration in Zoho CRM

      Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,

    • Fetching leads from Zoho CRM into Zoho Creator, automatically

      I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically

    • Recent Topics

    • Cancelled Transfer order problem

      Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • Billing Management: #8 Usage Billing in Logistics & Delivery Services

      The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate

    • Tags for New Tickets

      Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with

    • Zoho Desk: No Incoming email

      Is Zoho Desk services down? No incoming email reflect to desk tickets.

    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

    • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

      Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support

    • Unusual activity detected, account blocked

      I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation

    • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

      Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done

    • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

      Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:

    • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

      Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account

    • Customer payment alerts in Zoho Cliq

      For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

    • Figma in Zoho Creator

      Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?

    • Restore lost Invoice!

      Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 

    • Zoho Desk Down

      Not loading

    • lookup and integrated forms

      I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup

    • Partially receive PO without partial Bill?

      Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive

    • 2 users editing the same record - loose changes

      Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,

    • How to get the Dashboard page to be the first page when you open the app

      So when it opens on a tablet or phone it opens on the welcome page, thanks.

    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

    • Formula fields not refreshing until page is reloaded

      I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount

    • How can I setup Zoho MCP with Chat GPT

      I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

    • API ZOHO CRM Picket list with wrong values

      I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values

    • Group Emails

      I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.

    • Enable Password Import option in ulaa browser

      Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually

    • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

      Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with

    • Client Script | Update - Introducing ZRC: Simplified HTTP request library

      Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (Zoho

    • Selection Filed for Data Export section

      Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to choose

    • Text wrap column headers in reports?

      Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?

    • What if I dont see contacts on the left side list

      My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.

    • Comments Vs. Replies

      I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!

    • Transitioning to API Credits in Zoho Desk

      At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

    • Resetting auto-number on new year

      Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

    • Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?

      Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.

    • Microsoft Phone Link

      Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

    • Voip Phone system that integrates with Zoho

      Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho.  I use Vonage and have been with them for quite a few years but their service has really gone down hill and

    • Removing Related Modules Lookup Fields Assignment / Relationship

      Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

    • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

      Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

      In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

    • Next Page