Zoho offers Zoho Books as an alternative to QuickBooks Online, which is already fully integrated with all the Zoho apps.
But sometimes it is necessary to integrate Zoho CRM to QBO because of your Existing Expertise, Accounting, Payroll, Quoting, Invoicing Processes or other reasons.
Or you require Zoho CRM to be integrated to QBO because you are only using Zoho CRM and no other Zoho applications.
Our expertise in Zoho CRM combined with Business Process Analysis (BPA) allows us to identify your required data flow from Zoho CRM to QBO.
Analyze CRM Fields
Analyze QBO Fields
|QBO Fileds||Zoho CRM Fields||Logic & Constraints|
| Display Name|| Account Name|| If exist, Skip, else create|
|Company Name||Account Name|| Create under Parent|
| Project Name|| Deal Name|| Create Sub Account - Project|
| Billing Street Address|| Billing Address|| Can't be blank|
| Shipping Street Address|| Shipping Address|| Can be blank|
| Quote product Name|| Product Name|| Can't be blank|
| And so on...|| And so on...|| And so on...|
Then, we build the flows in Zoho
And finally, we test, test and re-test using actual test transactions.
It's very detailed work which must be perfect!
The devil is in the details as they say.
Our Setup and Support Services - provided remotely or onsite as required..