Only for Beta Testing

Zoho CRM integration for QuickBooks helps to synchronize customer data between QuickBooks and Zoho CRM. It is an easy way to transfer data between Zoho CRM and QuickBooks. By linking QuickBooks with Zoho CRM you can maintain  complete and up-to-date customer lists throughout your organization. Automated data updates to QuickBooks, significantly reduces duplicate data entry and maintains data consistency. Synchronization can be done manually or automatically.

Key Features

• Synchronize contacts between QuickBooks and Zoho CRM.
• Customer's Company name in QuickBooks will convert to account name in Zoho CRM. If the company name exists in Zoho CRM, then contact will be associated with the existing account. Otherwise a new account will be created in Zoho CRM.
• Import and Export data between QuickBooks and Zoho CRM.
• Map the standard/custom fields and sync between Zoho CRM fields and QuickBooks.
• Resolve conflicts based on priority of the data while synchronization.
• Check the status of the last 10 synchronization actions and the error records along with the corresponding error messages.

	Application Installation Procedure System Requirements | Install QBWC | Download QBWC file from Zoho CRM | Install Integration Application in QBWC
	Settings Quickbooks Field Mapping | Time Zone Mapping
	Data Transfer Import | Export | Synchronize | Manual Synchronization | Auto Synchronization | Sync Status
	Miscellaneous FAQ

Note:

• Test only with Sample data.
• Once the Beta testing is over, the access to QuickBooks integration will automatically get deactivated.