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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