QuickBooks Extension for Zoho CRM

Streamline your accounts and sync customer data between Zoho CRM and QuickBooks

Built for: CRM Developed by: Smackcoders
800+ Installs
  ( 19 )

With QuickBooks extension for Zoho CRM, enjoy the seamless bidirectional record sync between Zoho CRM and QuickBooks. It enhances the user experience with updated records on both platforms without manual and dual data entry. Avoid human errors and redundant mistakes on automatic record sync.

Key Features:

  • Easily Accessible Configuration Settings:
    The configuration settings are highly user-friendly and can easily be accessed by any user without any technical knowledge. With the simple Power button, it is flexible to choose the desired modules with which the records you want to sync based on your unique business needs. Supports various modules such as Contacts, Accounts, Products, Invoices, Sales Order, Purchase Order, Quotes, and Vendors. Easy to configure the sync settings of the record action such as create, update, or delete. That is based on which actions you want to sync your records.
  • Diverse Sync Types:

    Our extension offers diverse sync types to meet the user’s unique business needs. The User can easily choose the instant, bulk, and automatic sync at different use cases. Also, it allows to syncing any existing individual records with a single click on the Copy to QB icon on that desired record. Enjoy the bulk and bidirectional record sync between any particular time interval. The automatic CRON sync on every ten minutes helps to not miss out on any records to get updated.
  • Effective Tax Sync:
    Explore the effective tax sync feature that smartly syncs your inventory records with its related taxes. It is easy to sync the tax data bidirectionally between Zoho CRM and QuickBooks. All the taxes with identical names on both Zoho CRM and QuickBooks will effectively synced
  • User-friendly mapping and Tracking:
    As mapping plays a vital role in accurate record sync, our extension offers a default mapping for both Zoho CRM and QB fields. Also, it allows users to edit or add custom field mapping with a simple drag-and-drop method. All the synced records and their success/failure sync statuses will be easily tracked on a single audit page. An effective filter option to search for the synced records between any time interval enhances the overall efficiency of customer data management.

Tags

Deployment type Zoho platform
Published date Aug 26, 2021
Version 11.2
Latest Released date Nov 19, 2024
Category Finance and accounting
Pricing Paid
Vendor Website

Compatible Editions

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

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