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
- Accounts and contacts synced as QuickBooks customers
- Quotes, sales orders and invoices with full line items
- Products and price books mapped to QuickBooks items
- Payments written back so sales can see what is settled
- Custom fields and custom modules included in the mapping
- Duplicate protection through stored cross-references
- Scheduled two-way sync with per-record direction control
Common questions
Something not covered here? Ask us directly.
Which Zoho CRM records move to QuickBooks?
Accounts and contacts become customers, products become items, and quotes, sales orders and invoices carry across with their line items and tax. Payments recorded in QuickBooks can be written back to the CRM, so the sales team can see which invoices are settled without asking accounts.
Does it sync in both directions?
Yes, and the direction is set per record type. Most companies let the CRM own customer and opportunity data while QuickBooks owns invoices, payments and item pricing, so each system stays authoritative for the records its own users maintain.
How are Zoho custom fields and custom modules handled?
Custom fields, and custom modules created in your Zoho account, are read through the Zoho API and mapped to QuickBooks fields during setup. A field with no QuickBooks equivalent can be written into a memo or a custom field rather than silently dropped.
What stops the same customer being created twice?
Records are matched on a stored cross-reference identifier rather than on name, and once a Zoho account is linked to a QuickBooks customer the pairing is kept. That is what prevents the duplicate customer list that manual re-keying always produces.
Related integrations
Salesforce & QuickBooks
Two-way sync of customers, invoices, payments, products and sales orders.
Learn moreVtiger & QuickBooks
Bidirectional contact sync, scheduled inserts and mapping templates.
Learn moreSuiteCRM & QuickBooks
Sync items, invoices, contacts, customers and quotes with audit logging.
Learn moreNext 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.