Case study 8

If you’re using Zoho CRM or Zoho Creator and QuickBooks Online, chances are that you’ve got some redundancy happening. You use Zoho to track your sales and operations but then invoicing happens in QuickBooks.

This means you’re then manually entering them in QuickBooks and detailing out an invoice. If this is the situation you’re currently experiencing, continue reading below where we explain the benefits of Zoho QuickBooks online integration.

QuickBooks online is very popular, even among otherwise die hard Zoho users. As a result, one of our most common Zoho integration requests is to create a Zoho QuickBooks integration to eliminate that redundancy.

Here are common Zoho to Quickbooks scenarios that we’ve addressed:

When a new Deal is created in Zoho CRM (or closed/won), push the Contact from Zoho to QuickBooks as a new customer if they don’t already exist When a certain step happens in a Zoho Creator app, create an invoice via the Zoho QuickBooks integration (e.g. a Work Order is reviewed and approved)
Create a recurring invoice based on a trigger in Zoho (e.g. Deal is won that includes a recurring service) .

When a contract is signed using Zoho Sign, create an invoice for a certain percentage of the contract