Instant Syncs – Customer Details, Products, Invoices & Payment Information
The integration between Zoho CRM and QuickBooks Online is bidirectional, allowing for instant synchronization between the two platforms. By mapping the appropriate fields, you can sync customer details, products, invoices, and payment information between Zoho CRM and QuickBooks Online. This eliminates the need to switch back and forth between the two systems to access customer information.
With the QuickBooks Online for Zoho CRM extension, sales agents can access customer invoice details from QuickBooks Online directly within the Zoho CRM Contacts module. Additionally, you can create sales orders in Zoho CRM and convert them into invoices in QuickBooks Online, and vice versa.
Everyone on the Same Page
Having invoice information available within Zoho CRM empowers sales teams to follow up with customers for due payments and send reminders about overdue payments. This allows you to stay on top of your accounts receivables.
Key Features
- Sync Contacts and Customers, Products and Items between Zoho CRM and QuickBooks Online.
- Synchronize invoice details between Zoho CRM and QuickBooks Online.
- Convert a Sales Order from Zoho CRM into an Invoice in QuickBooks Online.
- View invoice details (including item details, amount, tax details, payment status, discount details, and customer private notes) for QuickBooks customers inside the Zoho CRM Contacts module.
We’ll give you the keys to a new CRM and help you market to your leads, convert them into clients, and turn them into lifetime customers.
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