QuickBooks Integration
The life of a salesman gets tougher with setting goals and achieving targets quickly by facing all the competitions. How can he make more sales quickly? It’s only accomplished by making your salesperson work easier and smarter. Let’s discuss quickbooks integration.
Providing the right tool to your salesman simplifies his work and increases your team productivity.
We are happy to announce the release of our new Zoho CRM and QuickBooks Integration. Here we explore all the features included in this new Zoho CRM and QuickBooks Integration.
The secure two-way sync
Zoho CRM and QuickBooks integration lets your salesman sync records bidirectionally. You can sync Contacts, Invoices, Products, Quotes, and Sales Orders without much effort. Sync desired records from Zoho CRM to QuickBooks gives you complete control over records sync. When you need to sync your older records to QuickBooks, tap the historical sync menu and choose the module you want to sync. Provide the ‘From’ and ‘To’ date to sync the records created in a specific period.
Sync records faster
Who wouldn’t like to get a faster and better result? The automatic sync via Cron setup syncs the supported module records to Zoho CRM at a periodic interval. You can also configure the ‘On-Save’ sync under the Settings menu in Zoho CRM QuickBooks Integration. This is to make a clone of the records inside your QuickBooks, as soon as you save it in Zoho CRM.
Tell ‘no’ to dual entries and typos
By merging your CRM and accounting software, your team can eliminate dual entries and typos. Thereby maintain your Zoho CRM and QuickBooks with the correct and clear information. This also helps your sales and accounts team to work collaboratively.
Get an eagle eye when viewing customer info
Instead of waiting for customer information from the accounts team, you can get the complete info automatically inside your Zoho CRM with Zoho CRM & QuickBooks integration.
Now get an eagle-eye when viewing your customers’ information. That is, you will get clear details about your customer financial data right in your Zoho CRM.
Audit sync with brief logs
The detailed logs presented in the Zoho QuickBooks Integration help you to view the status of your every synced record. The ‘Resync’ option provided in the Logs section is useful to sync records again if it fails to sync to QuickBooks.
Final notes
Integrating the well-known and leading CRM Zoho and accounting software QuickBooks helps your salesman to increase his productivity and produce more sales to your business. And it’s the most needed and essential tool for every salesman in this digital world.