Zoho Industry Solutions
QuickBooks Online (QBO)
and Zoho CRM Integration
Does your Accountant use QuickBooks Online (QBO)?
And you need to integrate it with your Zoho CRM? You're in the right place!
Possible Directions of the Integration
There are 3 commonly used use cases here,
let's discuss them:
CRM Invoices to QuickBooks
Create your contacts and Invoices in Zoho CRM, then export them to QBO
Learn More
QuickBooks Invoices to CRM
Your accountant creates Invoices in QBO, then you import them into CRM
Learn More
QuickBooks to CRM on the Fly
Invoices are created in QBO, you'd like just to see them in Zoho on the fly
Learn More
Option #1
CRM Invoices to QBO
1
Where an Invoice is created?
You create an Invoice in your Zoho CRM.
2
How it goes to QBO?
When you press save button, you'll get the Invoice in your QBO.
3
How I know the Invoice is Paid?
When the Invoice is 'Paid' in QBO -
the status Paid goes back to CRM.
Option #2
QBO Invoices to CRM
1
Where an Invoice is created?
You or your Accountant create an Invoice in QuickBooks Online
2
How the Invoice goes to Zoho
Every hour or once a day QBO Invoices go into Zoho as a bulk update
3
How I know the Invoice is Paid?
When the Invoice is 'Paid' in QBO -
the status Paid goes into CRM during the next bulk update
Option #3
QBO to CRM on the Fly
1
Where an Invoice is created?
You or your Accountant create an Invoice in QuickBooks Online
2
How it goes to QBO?
You can see the Invoice in your Zoho CRM immediately after you create it in QBO
3
How I know the Invoice is Paid?
When the Invoice is 'Paid' in QBO -
the status Paid goes into CRM immediately
Summary
There are 3 basic ways to connect Zoho CRM and QBO
Please feel free to contact us to find your best option
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