Zoho QuickBooks Integration

QuickBooks offers users a variety of choices for optimizing accounting operations and increasing efficiency. The availability of integration is one of those aspects. It allows you to easily access QuickBooks inventory items in Zoho inventory and vice versa. Users can simply keep track of all aspects, such as manual and automatic data transfers, as well as invoice payments. Moreover, users can make their accounting and inventory management effortless with the seamless Zoho QuickBooks integration by accessing all their sales and purchases as well. This blog post contains all the important details on Zoho QuickBooks integration and its numerous advantages. Let’s take a closer look.

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Purposes of Zoho QuickBooks Integration 

As we all know, Time monitoring is quite important in any business. It is useful for determining staff productivity. You can rapidly figure out the project budget and cost to show the client the estimate. QuickBooks may be easily integrated with this Timesheets program. There’s no need to be concerned about time charges, and time activity may be put into QuickBooks without difficulty. Furthermore, because the bills are logged in Zoho, they may be imported into QB. With addition, Zoho has a number of useful features that may be used in QuickBooks.

How does Zoho QuickBooks Integration work?

As discussed above, time tracking is a critical component of any business, and this connection saves time and boosts productivity by: 

  • Providing payment and invoice information to sales employees and minimizing multiple accounting entries.
  • If you’re utilizing Windows.NET technology to construct a Windows application, you can simply upload and setup it on your QuickBooks server.
  • You can create your own web connector within the program, so you don’t have to rely on the QB web connector.
  • If you incorporate your own web server in your application, you won’t need any third-party web services.
  • An easy-to-use scheduler is included in your program, which is typically used to set the sync interval.

All of the aforementioned aspects contribute to the improvement of your sales cycle and user experience as well.

Key features of Zoho QuickBooks Integration 

Apart from the Tracking time, there are few more core benefits that you’ll get with this integration to make your accounting and inventory management go hand-in-hand:

  • Simple import & export: Importing and exporting are frequently used features and with this integration you can import your accounts and contacts into Zoho Inventory from QuickBooks. Export your invoices, credit notes and bills along with their payments from Zoho Inventory to QuickBooks. 
  • Ease of Data Transfer: This seamless integration between QuickBooks and Zoho allows for quick data transmission of daily necessities such as contacts, products, and sales orders.
  • Monitor records: This feature-rich integration allows you to see the entire history of data transfers. As a result, you’ll be able to remove the data transfer activity more easily.
  • Excellent Maintenance: When you link Zoho to QB, you’ll be able to keep track of all of your customers’ information in one place.
  • Sync vendor details: Contacts and other items may be seamlessly synced between QuickBooks and Zoho Inventory. You can even put data and elements in order of importance.

Prerequisites must be considered before Zoho QuickBooks Integration 

  • An active QuickBooks account.
  • Do not try to link Zoho Inventory to numerous companies and vice versa.
  • It is mandatory to have a QuickBooks US Edition when you’re planning to integrate QuickBooks with Zoho.
  • Confirm that both the software’s base currency should be the same.
  • Once you’ve enabled multi-currency in Zoho Inventory, you’ll need to do the same in QuickBooks.

Supported Triggers and Actions

Triggers

New Bug
Triggers when a new bug/issue is created.
New Milestone
Triggers when a new milestone is created.
New Log Time
Triggers when a new log-time is created.
New File
Triggers when a new file is added.
New Task
Triggers when a task is created or completed.
New Task List
Triggers when a new tasklist is created.
New Project
Trigger when a new project is created.
New Account
Triggered when you add a new account.
New Bill
Triggers when a new bill is added.
New Customer
Triggered when you add a new customer.
New Estimate
Triggered when you add a new estimate.
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice.
New Invoice
Triggered when you add a new invoice (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Payment
Triggered when a payment is received (with line item support).
New Purchase Order
Triggers when a new purchase order is added.
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Vendor
Triggered when a new vendor is added.

Actions

Add Log Time
Creates a new log time.
Create Milestone
Creates a new Milestone.
Create Project
Creates a new Project.
Create Bug
Creates a new Bug.
Upload File
Copy an already-existing file from another service to Zoho Projects.
Create Task List
Creates a new Task List.
Update Project
Updates existing project.
Create Task
Creates a new Task.
Find Project
Finds an existing project.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Credit Memo
Creates a new credit memo.
Create Customer
Adds a new customer.
Create Estimate
Create a new estimate (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Product/Service
Creates a new product or service.
Create Journal Entry
Creates a new journal entry.
Create Invoice
Adds a new invoice (with line item support).
Create Sales Receipt
Adds a new sales receipt (with line item support).
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Purchase Order
Creates a new purchase order.
Create Refund Receipt
Creates a new refund receipt.
Send Invoice
Send an existing invoice.
Send Sales Receipt
Send an existing sales receipt.
Create Time Activity
Creates a new single time activity.
Update Customer
Updates an existing customer.
Update Invoice
Updates an existing invoice (with line item support).
Create Vendor
Adds a new vendor.
Find Account
Find an account by name.
Find Customer
Find a customer by name or email address.
Find Invoice
Find an invoice by number.
Find Product(s)
Find a product by name (with line item support)
Find Vendor
Find a vendor by name.
Find or Create Customer
Finds or creates a specific customer v2.
Find or Create Vendor
Finds or creates a specific vendor.

Steps required for setting up QuickBooks integration in Zoho Inventory 

It’s easy to integrate Zoho Inventory with QuickBooks Online.

  • First, log in to your Zoho Inventory account 
  • On the sidebar, navigate to the Integrations tab 
  • Next, select the Accounting tab 
  • And then click on the button called “Connect to QuickBooks” which is next to QuickBooks
  • This will redirect you to QuickBooks sign in page 
  • Here, you have to enter the credentials to proceed with further integration process 
  • Once you sign into QuickBooks then you have multiple companies and you need to select the one which you want to connect with Zoho Inventory 
  • After selecting a company, click on the “Connect” and it will end the integration process.  

Steps to configure the Zoho QuickBooks Integration 

  • You’ll be taken to your Zoho account page once you’ve successfully connected with QuickBooks
  • You must now complete the next step, which is the integration configuration
  • Configure the settings parameters to allow uninterrupted data import and export from QuickBooks Online to Zoho and vice versa.

View integration details 

After you’ve configured the integration, go to the details page to see all of the information about it.

  • By virtue of the daily auto-sync, any new contacts or accounts added to your QuickBooks list will be automatically reflected in your Zoho Inventory account.
  • If you want the update to appear in Zoho Inventory right away, click the Instant Sync button.
  • Change Configuration allows you to make changes to your settings at any time.
  • You can also view the history of all syncs between your Zoho Inventory and QuickBooks Online from the information page, including when the next sync will happen, the last synchronized time, and when the next sync will happen.

The following table list out how the transactions are synced between Zoho Inventory and QuickBooks:

Zoho InventoryQuickBooksSync TypeSync Time
New InvoiceCreates a new invoiceOne-way sync Immediate sync 
Updating Invoice Updates the corresponding One-way sync Immediate sync 
Adding payment for the invoice Creates payment for the corresponding invoiceOne-way syncImmediate sync 
Deleting invoice Deletes the corresponding invoice One-way syncImmediate sync 
Deleting payment for the invoiceDeletes payment for the corresponding invoiceOne-way syncImmediate sync 
New billCreates a new billOne-way syncImmediate sync 
Updating billUpdates the corresponding billOne-way syncImmediate sync 
Deleting payment for the billDeletes payment for the corresponding billOne-way syncImmediate sync 
Deleting bill Deletes the corresponding billOne-way syncImmediate sync 
Adding payment for the billCreates payment for the corresponding billOne-way syncImmediate sync 

Conclusion

Overall, you can say this integration helps companies to maintain their books with complete and up-to-date information. Moreover, Zoho QuickBooks Integration helps you to easily transfer data including sales orders, quotes, products, contacts, vendors, and invoices. Above all that, you can have reliable ways to import & export all the data. 

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Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.


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