Zoho QuickBooks Extension enables seamless synchronization of your customer, inventory, and financial data across platforms. It bridges the gap between your accounting and customer relationship management systems, enabling seamless bidirectional record sync. With this integration, you can manage Contacts, Invoices, Purchase Orders, Products, and more across both platforms without manual data entry or errors. By providing a 360-degree view of customer interactions and financial information, this extension helps businesses streamline operations, enhance decision-making, and ultimately boost their sales pipeline.
Integrating your Zoho QuickBooks Extension Online helps you keep your customer and inventory module data up-to-date. Also, we offer bidirectional sync methods for contacts, invoices, products, quotes, sales order records, purchase orders, and vendors.
Explore the step- by step guide on how to sync records effectively between Zoho CRM and QuickBooks.
Connect Zoho CRM and QuickBooks #
Install the QuickBooks Extension for Zoho CRM from Zoho Marketplace.
You can get a free trial or directly buy the extension by clicking on the Buy Now option.
Once you have installed the extension, click on the modules menu of Zoho CRM and select QuickBooks from the drop-down.
Now you will be taken to a page where you have to connect your Zoho QuickBooks Extension accounts.
To connect your QuickBooks account #
In the QuickBooks widget, click on Connect to connect your QuickBooks account with Zoho CRM.
After that, it prompts you to select the company. In the pop-up, select Yes if you already have a company in QuickBooks.
If you don’t have any companies yet in your QuickBooks account, click No. Go to your QuickBooks account, create a new company, and then get back to the Extension.
Once you have done so, choose the company that you would like to connect with, and then it will automatically connect.
To connect your Zoho CRM #
Click on “Connect” button corresponding to the Zoho CRM to authorize your Zoho CRM with QuickBooks extension.
Here, select Accept to allow “Zoho QuickBooks Extension” to access your data to perform synchronization.
1. Dashboard #
The dashboard serves as your central hub for monitoring all record sync activities between Zoho CRM and QuickBooks.
Key Features:
Sync Overview:
The dashboard displays the total number of records synced, Number of records successfully synced, Number of failed records
Visual Analytics:
A line graph illustrates sync trends over time, providing quick insights into the performance of your record sync operations.
Date Range Filters:
View sync details for any specific time period using the filter option.
Recent Record Syncs:
The dashboard lists the 5 most recent record syncs, allowing for quick review.
Audit Log Access:
Click the Audit Log link to navigate to the detailed audit logs page for comprehensive sync tracking and troubleshooting.
2. Settings #
The Settings page allows you to configure how records are synchronized between Zoho CRM and QuickBooks.
2.1 Sync Direction #
Choose the primary sync direction:
- Zoho CRM → QuickBooks
- QuickBooks → Zoho CRM
- Bidirectional Sync (records updated on both platforms)
This setting ensures your data flows according to your business requirements.
2.2 Module Selection #
Select the modules you want to sync:
Click Core Only to view QuickBooks core modules, such as Customers.
Click Category to filter modules based on functional areas such as Inventory, Finance, and Other relevant categories
Easily select any desired module to include in your sync.
2.3 Sync Frequency (CRON Scheduler) #
Determine how often records are synchronized automatically:
Default: Every 3 minutes
Optional: Every 5 minutes or 1 minute (contact support to enable 1-minute interval)
The CRON scheduler ensures timely record updates between Zoho CRM and QuickBooks.
2.4 Conflict Resolution
Set which platform is the priority in case of data conflicts:
- Zoho CRM Priority: Updates QuickBooks records based on CRM data.
- QuickBooks Priority: Updates Zoho CRM records based on QuickBooks data.
This ensures consistent and accurate data across both systems.
2.5 Field Mapping #
Manage how fields are mapped between Zoho CRM and QuickBooks:
- All selected modules in the configuration are displayed.
- Default mapping is automatically applied to related fields.
- Customize field mapping:
- Edit fields using the dropdown menu
- Add custom field mappings
- Save mappings as drafts
- Reset auto-mapping for new configurations
- Edit fields using the dropdown menu
Accurate mapping ensures smooth and error-free record synchronization
3. Historical Sync #
The Historical Sync feature allows bulk syncing of past records between Zoho CRM and QuickBooks.
Steps to Perform Historical Sync:
- Select the sync direction (as configured in settings).
- Choose the module you want to sync.
- Review the number of records and the estimated time for the sync.
- Bulk sync up to 500 records at a time (contact support for larger volumes).
- Set the date range:
- Custom date range
- Last 7 days
- Last 30 days
- Last 90 days
- Custom date range
- Click Sync to queue the records.
- Manage the queue:
- Start Now: Begin syncing queued records
- Delete: Remove a module from the sync queue
- Refresh: Refresh the queue view
- Clear Completed: Remove successfully synced records from the queue
- Start Now: Begin syncing queued records
This feature ensures that historical data is synchronized efficiently without impacting ongoing workflows.
4. Audit Log #
The Audit Log provides a detailed record of all sync activities, ensuring full transparency and traceability.
Key Features:
- Displays sync direction, success/failure status, and record details.
- Filters: Quickly search for records based on module, record name, or date range.
- Resync Option: Re-attempt syncing of failed records directly from the audit page.
- Error Insights: View JSON error messages for failed records to identify and troubleshoot issues.
- Export & Download: Download JSON files of failed records or export the entire audit log for reporting and compliance purposes.
The audit log ensures you always have visibility and control over your CRM and QuickBooks synchronization.
5. Benefits of QuickBooks Integration for Zoho CRM #
Boost Sales Pipeline: Accurate and up-to-date customer and financial data accelerates deal closures and improves forecasting.
Reduce Manual Effort: Eliminate dual entry and minimize human errors with automated bidirectional sync.
Enhance Data Visibility: 360-degree view of customers and financial records in one unified platform.
Streamline Operations: Manage both sales and accounting workflows without switching platforms.
The Zoho CRM QuickBooks extension plays a vital role in the efficient data management between Zoho CRM and QuickBooks.
Do you find difficulties in record sync? Feel free to reach out to us at [email protected]. We will assist you in providing the best possible experience with our extension.
FAQ: Does Zoho CRM integrate with QuickBooks? #
- What is the QuickBooks and Zoho CRM integration?
QuickBooks and Zoho CRM Integration is a powerful integration that effortlessly connects the records of your customer relationship management (CRM) and financial management processes. It enables automatic data synchronization between Zoho CRM and QuickBooks, enhancing efficiency and providing a holistic view of your customer interactions and financial transactions.
- How do I get started with the integration?
To get started with our integration, refer to our comprehensive Getting Started Guide for step-by-step instructions on initiating the integration. It covers setting up the connection, configuring settings, and ensuring a smooth start to your integration journey.
- What are the records (modules) synchronized between Zoho CRM and QuickBooks?
The integration ensures the record sync of crucial data, including customer information, products, invoices, sales orders, quotes,purchase orders, and vendors. This real-time data exchange eliminates manual data entry, reducing human errors and saving most of our productive time.
- Is customization available for the integration to fit my business needs?
Yes, the integration is customizable to align with your unique business requirements. Our extension provides customization options, allowing you to tailor the integration to suit your specific needs.
- How often does record sync between Zoho CRM and QuickBooks?
This extension supports both manual and automatic record sync. For automatic record sync, you can enable the CRON sync option to sync records from QuickBooks to Zoho CRM every ten minutes. Data synchronization occurs in real-time, ensuring that your information is always up-to-date in both Zoho CRM and QuickBooks.
- What to do if I face any challenges or issues during the integration?
If you encounter any issues on implementing the integration, feel free to reach out to us at [email protected]. If you need further assistance, our support team is available to help resolve any challenges you may encounter.
- Is ongoing support available for the integration?
Yes, our support team is committed to assisting you. If you have questions, need guidance, or encounter any issues, feel free to reach out to our support team at [email protected] for prompt assistance.