What is Zoho CRM and Quickbooks Desktop integration ?
ZINTEGRATIONS platform allows you to keep your data in sync between Zoho CRM and Quickbooks Desktop. You don't need to do duplicate data entry in both applications. Our integration solution will sync the created/modified records in one application(Zoho or QB) to other application(Zoho OR QB). Manual duplicate data entry is tedious and prone to error. This platform ensures data consistency and integrity is maintained between your Zoho CRM account and Quickbooks Desktop installation. This way you can focus on your work and increase productivity
Our platform uses Quickbooks Webconnector to sync data between your two systems. The webconnector comes pre-installed with quickbooks desktop installation. We don't install any other applications on your Quickbooks desktop machine which makes our integration solution very easy to setup and maintain. Zintegrations provides you the exclusive features like sync direction dependent field-mappings, module wise filters and bidirectional sync of all modules which you won't find in any other quickbooks desktop integration solutions. These set of features makes our platform easily customizable for your needs. Our platform provides you the capability to search for old data sync history which is very useful in cases where user wants to see what modifications were made to either Zoho records or Quickbooks records in the past.
In the videos below we will show you the all features of our platform in detail and demonstrate how easily you can setup things and start syncing your data btween Zoho and Quickbooks. You must first install Quickbooks Desktop and Quickbooks Webconnector on you computer. You can visit Quickbooks Desktop and Quickbooks Webconnector to know how to install Quickbooks Desktop and setup Webconnector.
1. Introduction
In this video we will show you how you can create an account on our website and login to your dashboard. Creating an account is very easy and its not chargeable.
2. Link Zoho Account And Quickbooks WebConnector
Before you start syncing your data you need to do two things 1) Link your zoho account 2) Update Quickbooks company filepath and add .qwc file in the quickbooks webconnector. Before you sync your data from/to zoho production environment it is advisable that you create a sandbox environment in zoho which you can use for testing purposes. Quickbooks desktop comes pre-installed with the webconnector so you don't need to install anything on your quickbooks desktop machine.
3. Sync Direction And Old Data Sync
One of best features of our platform is bidirectional data sync. All our modules can be synced bi-directionally. Besides this you can setup module wise "From" and "To" dates which will allow you to sync your old data.
4. Field Mappings And Filter
The most exclusive features which our integration platform provides are sync direction based field mappings and filters. You can setup module wise and sync direction based field mappings. Filters are very useful If you want to filter out certain records from zoho or quickbooks. Through Filters you can achieve customization of your condition based data flow with a very little setup.
5. Test run and Logs
In this video we will do a test run of the integration platform and sync some records. We will show you how you can search for synced/failed logs.
Why you should use our Integration platform ?
ZINTEGRATIONS takes care of keeping you data consistent between Zoho and Quickbooks. Features which our integration platform provides are exclusive and can take care of your customization needs. If you need further customization in the platform we will take care of that as well. Use our integration platform automate your daily work.