zoho crm for quickbooks

Zoho CRM for QuickBooks

Pavitra J.Zoho Corp.

Key Features

•Synchronize contacts and vendors between Zoho CRM and QuickBooks

•Import & Export contacts, vendors, invoices, sales orders, products & quotes to/from Zoho CRM

•Resolve conflicts while synchronizing data

•Set up field mapping for Standard & Custom fields

•View history of data transfer

Install QuickBooks Web Connector

Download QuickBooks Web Connector

Install QuickBooks Web Connector

Add Zoho CRM Application to

QuickBooks Web Connector

Select QB Company File(in Zoho CRM )

Note: The input you provide is a file with .qbw extension and the output that you get after downloading is a file with .qwc extension.

Browse QWC File(In QuickBooks Web Connector)

Add Application

Zoho CRM Application Added to QuickBooks Web

Connector

Match Time Zone

Set Time Zone in Zoho CRM

Set Time Zone in your Computer

Map Standard and Custom Fields

Select a Module

Choose Data Transfer Option

Map Fields for the Module

Configure Data Transfer Settings

Select Type of Data Transfer

Set Data Priority for Synchronize Option

Data Transfer: Manual / Automatic

Manual Data Transfer

Automatic Data Transfer

Data Sync between CRM and QuickBooks

For more information, please refer:www.zoho.com/crm

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