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Interact with QuickBooks directly from Zoho CRM
Interact with QuickBooks directly from Zoho CRM
What is QuickBooks AppiWorks?
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?
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
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.
How does it work?
How does it work?
See the usage video demo below.
Sample Use Cases
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)
Installation
Installation
Go to Zoho Marketplace
Search for QuickBooks AppiWorks
Click on the Install Now.
It will open a dialog to agree with the terms of services of the vendor and Zoho Marketplace and the privacy policy of the vendor.
The users need to agree with that and then click on continue.
Select your Users/Profiles (Select the profile to whom this extension is to be visible, based on the profile selection the extension will be displayed to users) and then click on Confirm.
Extension Installation is completed and added to your Zoho CRM and you will also get a confirmation email from Zoho Marketplace.
Setup
Setup
After installation is successful, Sign in to Zoho CRM and click on the three dots (...) symbol (shown right side).
Select/ Search for QuickBooks AppiWorks
You will now be redirected to QuickBooks AppiWorks homepage/landing page.
Please wait for AppiWorks basic initialization or until the START AUTOMATING button is enabled.
If you have not established a connection with Zoho CRM, you will be navigated to the Setup Connection page. It's a one-time process, once established you can ignore this step in future use.
Click on Authorize with Zoho CRM button to establish the connection with Zoho CRM.
After the connection is established you will be navigated to Connection Successful page.
Click on Create New Service button to create a new service with QuickBooks.
Give a name to your automation service.
Choose the Automation type.
Click on Next
How to create an Export service?
How to create an Export service?
Choose a Zoho CRM module from which you want to export data into QuickBooks.
Click on Next
Choose the Connection Or Create a new connection.
Choose an Object from QuickBooks.
Choose the Action.
Click on Next
Click on the + Add button to create a new mapping between the Zoho module & QuickBooks object.
Click the icon next to + Add for the Intelligent/ Automatic mapping.
Click on Next
Choose an App Field.
Choose the mapping type.
Choose the Source field (selected Zoho CRM module fields).
Template mapping type supports multiple field insertions with a message (see eg. on the right side)
You can add multiple fields by clicking on three dots symbol for the templated type (shown on the right side)
Click on Add to add the mapping
Switch on [ ] new [ ] edit checkboxes, if you want to trigger the export automatically on the creation of the new record, or edit of a record.
Switch on the Allow Manual Execution if you want to export inside the Zoho CRM module page.
Activate the service by switching on the final switch.
Click on the Save button to save the service in your workspace.
Now, this service is listed on the services list page and ready for automation.
You can create as many services as you want.
Go to the services list page by clicking on the Previous Page button.
Notes:
Service execution will happen in two ways. Automatic and Manual (based on whether automatic and manual triggers are enabled or not).
Service required to be active for either Automatic or manual execution.
Automatic execution will happen when the user either creates or edits a record for that module configured in that service.
Manual execution is done through a custom button QuickBooks AppiWorks located in that module configured with service by selecting records or editing/creation page.
How to execute export service manually?
How to execute export service manually?
In manual execution, you can execute services for multiple records.
Go to the Zoho CRM module tab (eg. Contacts).
Select the records and click on the QuickBooks AppiWorks button.
Services created for the module and enabled for manual execution are listed on the QuickBooks AppiWorks manual tab.
Click on the corresponding service Execute button to execute the service for the selected records.
After the execution of the service, the execution response will be embedded below the service.
Please see right side image carousel for a glance at manual execution.
How to create an Import service?
How to create an Import service?
Choose a Zoho CRM module into which you want to import data.
Click on Next
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as Import
Choose the Connection Or Create a new Connection.
Choose an Object from QuickBooks.
Click on Next
Do the mapping between the Zoho module and QuickBooks object fields.
For the steps, you can follow the same steps as mentioned for the export service in the above section.
Click on Next
Setup Data Filter (If applied it will bring only filtered data from QuickBooks, else it will bring all the data)
Click on the (+) button to add the data filters. You can add multiple filters.
Choose the App Field and Operator.
Enter the value to be matched.
Click on the Preview button to view the results.
Choose the rows from the table to import.
You can also choose the columns to see on the table.
Choose how you want to import. There are two types, one is Quick Import & another is Scheduled Import.
If you choose Quick Import, you can instantly import the data on click of Import Now button, whereas Scheduled import will run at regular intervals.
You can either create a New record or Update existing records in Zoho CRM.
Click on Next
How to create a View service?
How to create a View service?
Choose a Zoho CRM module on which you want to visualize the data.
Click on Next
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as View.
Choose the Connection Or Create a new Connection.
Choose an Object from QuickBooks from which you want to visualize the data.
Click on Next
Setup the Connecting filters (connecting filters is basically a link between the Zoho CRM module & QuickBooks)
Click on the (+) button to add the connecting filters. You can add multiple filters.
Choose the App Field, Operator & Zoho Field.
Click on Next & Save the service.
Go to the Zoho module tab on which you have created the view service in the first step of service configuration.
For eg. Here in this demo, we have chosen the Zoho CRM contacts module. So we will go to the Contacts tab in the Zoho CRM dashboard.
Click on any record (in this case, any contact).
Scroll down to the bottom of the page, and you can see the QuickBooks AppiWorks widget.
You will see all the services configured for the corresponding module (here Contacts)
Click on the service to see the results
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