QuickBooks Online For Zoho CRM

Two-way synchronization of Invoices, Customers, Products between Zoho CRM and QBO.

Built for: CRM Developed by: Yaali Bizappln Solutions
1k+ Installs

The QuickBooks Online for Zoho CRM extension provides seamless data synchronization between Zoho CRM and QuickBooks Online. It eliminates the need to transfer data between systems manually, saving both time and resources.

By using our extension, you can create a sales order and convert it into an invoice in QuickBooks Online, which enables sales agents to view invoice details for customers in QuickBooks Online for the corresponding contact in Zoho CRM.

Having detailed invoice information available within Zoho CRM empowers sales teams to follow up with customers for payments due and remind them about overdue payment information—i.e., which bills are past due and how long past due they are. This helps sales teams keep track of invoice statuses, quickly identify customers who are late with their payments, and take proactive action to collect payments.

Key Features:

  • Create & Sync Invoices, Contacts and Products between Zoho CRM and QuickBooks Online.
  • Create an Invoice in QuickBooks Online from Zoho CRM's SalesOrders or Invoices Module.
  • Supports multi-currency transactions between QuickBooks Online and Zoho CRM to handle currency conversions accurately.
  • Automatically manages the region-based tax calculations for the following regions (US, UK, Canada, and Australia).

Tags

Deployment type Zoho platform
Published date Aug 1, 2021
Version 3.3
Latest Released date Dec 26, 2024
Category Sales
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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