Sunday, July 7, 2013

How Do I Link Quickbooks to ZOHO? (CRM Software)


I have installed the QuickBooks Web Connector and need to link ZOHO into quickbooks. Please help!

Replies(7)


If you are using the most recent Quickbooks, the Zoho connection does not work.

So QuickBooks 2012 is what we use. So in result, please verify,  QB web connector will not connect Zoho to QB2012  correct?
Thanks,
Anda 


Is there anything I can do in order to connect the two? For example, do I have to upgrade ZOHO or pay an extra fee?


Response from CRM Support
Answered by: Sean Patrick
                                            
Hello!
Thank you for writing to us,
Yes, you can integrate Zoho CRM and Quickbooks, you need to purchase the integration by paying $25/organization/month. To know more about Quickbooks integration, please hop over the below link,
https://www.zoho.com/crm/help/quickbooks/
Looking forward to assist you.

Sincerely, 
Sean Patrick  |  Zoho Customer Support 

So we are upgrading our ZOHO to the $35.00 a month program. Will that include the QB upgrade?

My best advice is just learn to love them separately. It synching is very touchy, and won't even import Inventory Items from QB, or accounts if you don't have email addresses.

You can get more done by exporting data from QB to a CSV and then mapping fields and importing it into Zoho. 

I love Zoho, but I feel the intergration (like most CRM companies I might add) is really half-assed at best (with the exception of MethodCRM. It integrates so easy and painlessly it's ridiculous - but the interface is miserable to look at and I couldn't use it.) ZoHo at the end of the day comes out way ahead. 

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