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

    • How to add image to items list in Invoice or Estimate?

      Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

    • Issue with the Permission to Zoho Form

      I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account

    • CRM templates

      Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

    • Pending Sales Order Reports

      Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

    • Zoho Mail SMTP IP addresses

      We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

    • Zoho Campaigns - Why do contacts have owners?

      When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

    • email forwarding not working

      Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

    • Google Ads Conversions Not Being Tracked in Zoho CRM

      We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

    • Enable Locations for Expense

      Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

    • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

      in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • Rate Limiting in Zoho Flow (OpenAI API)

      Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

    • Placing a condition before converting the LEAD

      Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

    • it is possible to open a widget via deluge script function

      I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

    • Creator - Portal Custom Domain

      I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

    • steps and options to change Domain DNS/Nameservers settings

      Please share the options or steps to change  Domain DNS/Nameservers settings 

    • Employees in Leave Policy exceptions

      In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • How get stock name from other column ?

      How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

    • Adding a developer for editing the client application with a single user license

      Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

    • Download an email template in html code

      Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

    • Billing Management: #4 Negate Risk Free with Advances

      In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • Zoho CRM Inventory Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

    • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

      Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

    • FSM setup

      So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

    • Upcoming Updates to the Employees Module in Zoho Payroll (US)

      We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where

    • Possible to Turn Off Automatic Notifications for Approvals?

      Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

    • ZOHO Creator subform link

      Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

    • Allow Resource to Accept or Reject an Appointment

      I have heard that this can be done, is there any documentation on how?

    • Create new Account with contact

      Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?

    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • How To Insert Data into Zoho CRM Organization

      Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.

    • Next Page