Zoho CRM is the best CRM software that integrates with QuickBooks. Many business owners seek to integrate QuickBooks with your CRM. We all know that this will be an arduous task. The data structure of QuickBooks is quite different from the data structure of any CRM.
To simplify this process, we have developed Yaali Connector, the extension is specially designed to sync data between the Zoho CRM and Quickbooks Online, which uses bi-directional (two)way for data exchange. This makes the data entered into either CRM or QuickBooks, it gets automatically populates related fields in the other system– there’s no double data entry work.
Apart from that, Zoho CRM have 100% data synchronization with Quickbooks via Yaali Connect extension, which allows you to sync data seamlessly between the two systems, giving you a feeling of working on a single software system
Our extension provides you with the following benefits:
Access data in real-time, including expenses, orders, invoices, and sales history
View customized reports with insights for better sales forecasting
Create transactions, such as estimates, invoices, and sales receipts in one system – thus eliminating double data entry work
Implement automated workflows without writing code
Saves time & enhanced productivity
You can typically bring data from the following fields in Zoho into QuickBooks:
And here are some fields you can sync from QuickBooks to Zoho:
Bottom line: Integration of CRM and QuickBooks is oriented towards productivity and simplicity. Having all the useful information synchronized and available from a single interface helps reduce errors, increase productivity and provide better outcomes for businesses and customers.
Note: Looking to add QuickBooks integration with other CRM vendors (like Microsoft Dynamics, Salesforce, Agile CRM, etc)?
No problem. We also have an extension for that type of CRM. Our certified experts will help you to get connected instantly with your CRM.
For more info: https://www.bizappln.com/integration/crm-quickbooks.html