Zoho Quickbooks Integration
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
A Zoho QuickBooks online integration eliminates redundant effort and reduces errors.
This is a great way to help scale your operations without a matching increase to headcount (or getting up yet another hour earlier!).
From a development standpoint, we’ve found that a full out synchronization isn’t necessary. A little Deluge scripting in Zoho to push contacts and invoices is usually what’s needed. Luckily, Zoho CRM and Creator both have support to authenticate with QuickBooks. This means that our Zoho Quickbooks online integration code only needs to focus on the actual work to be done, without a lot of overhead.
If you’re using Zoho and QuickBooks and would like to discuss your use case for a Zoho to QuickBooks Online integration, we’d love to talk.