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Quickbook invoice and the payment integrations. When a Quickbooks invoice goes out via email, usually it includes a link to pay online. How is the track between Quickbooks and Zoho CRM? What type of payment options integrate with the Quickbooks / CRM desktop integration?

You need to create a custom field in the invoice module of Zoho CRM named “invoice balance”. We pull the current invoice balance from QB into this field, however we only pull individual payments with the platinum version because payments is not a standard object in Zoho CRM. With Bronze, Silver and Gold we only pull invoice balance.

Can you create sales orders, estimates, and invoices within the CRM and send them to Quickbooks? If so, can you send them to the customer via Zoho CRM or wait until they are in Quickbooks?

Yes, we can create those in QuickBooks from the CRM but the API calls are not available for us to send them to customers automatically.
*If that is a requirement we can get them set up on Zoho Books integration with QB and then use Zoho Books to send quotes, sales orders and invoices.
**Coming soon, Zoho CRM integration with PandaDoc 🙂