Zoho CRM for QuickBooks

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Zoho CRM for QuickBooks helps you to maintain complete and up-to-date customer information across all departments (Marketing, Sales, Accounting, and others) in your organization.
For more info, please refer: http://www.zoho.com/crm/

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Zoho CRM for QuickBooks

  1. 1. Zoho CRM for QuickBooks Pavitra J. Zoho Corp.
  2. 2. Key Features <ul><li>Synchronize contacts and vendors between Zoho CRM and QuickBooks </li></ul><ul><li>Import & Export contacts, vendors, invoices, sales orders, products & quotes to/from Zoho CRM </li></ul><ul><li>Resolve conflicts while synchronizing data </li></ul><ul><li>Set up field mapping for Standard & Custom fields </li></ul><ul><li>View history of data transfer </li></ul>
  3. 3. Install QuickBooks Web Connector
  4. 4. Download QuickBooks Web Connector
  5. 5. Install QuickBooks Web Connector
  6. 6. Add Zoho CRM Application to QuickBooks Web Connector
  7. 7. Select QB Company File (in Zoho CRM ) Note : The input you provide is a file with .qbw extension and the output that you get after downloading is a file with .qwc extension.
  8. 8. Browse QWC File (In QuickBooks Web Connector)
  9. 9. Add Application
  10. 10. Zoho CRM Application Added to QuickBooks Web Connector
  11. 11. Match Time Zone
  12. 12. Set Time Zone in Zoho CRM
  13. 13. Set Time Zone in your Computer
  14. 14. Map Standard and Custom Fields
  15. 15. Select a Module
  16. 16. Choose Data Transfer Option
  17. 17. Map Fields for the Module
  18. 18. Configure Data Transfer Settings
  19. 19. Select Type of Data Transfer
  20. 20. Set Data Priority for Synchronize Option
  21. 21. Data Transfer: Manual / Automatic
  22. 22. Manual Data Transfer
  23. 23. Automatic Data Transfer
  24. 24. Data Sync between CRM and QuickBooks
  25. 25. For more information, please refer: www.zoho.com/crm © 2011, ZOHO Corp . ZOHO Corporation, 4900 Hopyard Rd, Suite 310, Pleasanton, CA 94588, USA

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