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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?

13 September 2016

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?

By: Category: Last Updated: June 14, 2023

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.

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