QuickBooks AppiWorks

Interact with QuickBooks directly from Zoho CRM

What is QuickBooks AppiWorks?

QuickBooks AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and QuickBooks. It helps users to export data from Zoho CRM to QuickBooks, import data from QuickBooks to Zoho CRM, and show contextual data from QuickBooks inside Zoho CRM. 

Why do you need?

If you are looking at integrating Zoho CRM with QuickBooks and getting your processes automated, look no further. QuickBooks AppiWorks for Zoho CRM covers you fully. 

Key Features

✅ Auto Interaction: Automatically insert a row into QuickBooks when a new contact/ lead or any record in a Zoho CRM module is created.

✅ On Demand Interaction: Insert rows into QuickBooks on selected contacts/ leads or any records in a Zoho CRM module.

✅ Bulk Import: Import data from QuickBooks/ view into Zoho CRM with a guided setup.

View Contextual data: Show related data from QuickBooks/ view inside Zoho CRM module GUI

Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs between Zoho CRM and QuickBooks.

Sample Use Cases

► Insert a new record into QuickBooks when a new lead is created on Zoho CRM

► Export 200 selected contacts from Zoho CRM into the QuickBooks

► Import customers from QuickBooks into Zoho CRM Contacts.

► View related invoices or payments data from a homegrown system (that runs on QuickBooks)



How to create an Export service? 


How to execute export service manually?

In manual execution, you can execute services for multiple records. 

How to create an Import service?

How to create a View service?