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CRM Integration

QuickBooks & Zoho Integration

The QuickBooks Zoho integration lets you easily transfer contacts, quotes, products, accounts, sales orders and invoices. You can view the transfer history and even delete recent transfer actions if needed.

It enables you to import all your data from QuickBooks into Zoho CRM, as well as export all or selected data from Zoho CRM back to QuickBooks.

What's included

  • Contacts & Accounts
  • Quotes & Invoices
  • Sales Orders
  • Transfer History
  • Two-Way Transfer

Key features

  • Managing multiple organisations
  • Organisation structure
  • Organisation settings
  • Sample data for setup
  • Attendance settings
  • Shift management
  • Measuring performance

Next step

Ready to move forward with Zoho & QuickBooks?

Tell us about your current process and what you need the software to do. We will come back with a practical approach, a timeline and a cost.