Need Zoho information or help due to COVID-19? Let us know.

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?

13 September 2016

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?

By: Category: Last Updated: June 13, 2023

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 🙂

Written by

Musician, car junkie, and burgeoning tech guy.

home