Working in marketing, sales, and business development means you have a multitude of apps and software that you use on a daily basis. From email to social media, CRM to accounting, you utilize many different programs to perform activities each and every day. So, when it comes to your CRM in particular, it’s important to integrate with the programs for not only overall ease of use, but to give you more insights into your clients and prospects than ever before. That’s why we love Zoho integrations.
Zoho integrates with dozens of programs – that’s why we’re sharing our top four most favorite integrations with Zoho that we are sure you’ll love for your business.
Here are 3 Zoho integrations that we can’t get enough of.
1. Quickbooks Desktop
Did you know that Quickbooks can integrate with Zoho CRM? Well, now you do. It is one of our favorite Zoho integrations!
This integration can create and update customers, all of your sales orders invoices, and products. This integration allows you to sync data with the Zoho CRM, so you can have complete visibility of your customer updates through Zoho.
For example, if you are hopping on the phone with a client and they’re asking about the latest sales order that was processed, instead of flipping through the QuickBooks program itself, you can stay within their Zoho account profile and answer any and all questions they have. Need help with deployment of our integration? No problem! Our ZBrains team can help you with both your Quickbooks Desktop or Quickbooks Online integrations!
2. Google Drive
When saving files, whether it is marketing collateral or signed contracts, you need a safe and secure place to store them. Many companies use storage solutions like Google Drive or DropBox, but such solutions often go out into the abyss and aren’t used or updated regularly.
With the Zoho CRM Google Drive integration, you can keep all collateral and files in one secure place, keeping the attachments you need within each prospect file. Google Drive integrates within Zoho CRM, creating a folder or series of folders that link to your CRM records of choice.
There are a plethora of Zoho integrations that will work for your business – and we’re so thrilled. With over 30 different programs that will integrate with Zoho CRM, this is truly just the tip of the iceberg. To learn more, or to uncover if your favorite program will integrate with Zoho, schedule time with one of our Zoho Certified Consultants.
Published on: February 27, 2017Category: Zoho IntegrationsLast Updated: March 3, 2023 Comments: 0
DIY Zoho QuickBooks Integration Gives You Control
If you’re any sort of follower of this site, you already know that we provide an integration between Zoho CRM and QuickBooks – for both Desktop and Online versions of QuickBooks.
However, you may not have known that our new version of the integration is totally do-it-yourself and gives you a host of great new options for managing your data. Whereas before you’d have to consult with our engineers whenever you needed to change a field mapping or make any sort of tweak to your settings, our new dashboard makes it easier than ever to sync, filter, and back-fill your data.
#1. Customized field mapping for your company
If you’ve implemented Zoho CRM you probably know a thing or two about CRM customization – namely, that it has to be done for your business to run effectively. That said, it probably doesn’t make much sense for you to even attempt to map your data from your CRM to QuickBooks, or vice-versa, using a predetermined mapping scheme. Our DIY dashboard gives you the ability to set field mapping across platforms yourself, even to custom fields.
#2. Record filtering so you only sync what you need
Your company might have criteria in place to transfer records from one system to another so your systems don’t get bogged down with unnecessary information. For example, maybe you only want to transfer a Zoho account record to QuickBooks if that account has an email address present. Well, just because you’re moving to a new syncing system doesn’t mean you should have to lose that criteria! With our record filtering module, you can set criteria by which records can sync – as many criteria as you want, and for any of the modules you have available to you.
#3. Migrate your historical data so your systems match
When you’re moving from an old system to a new one, it can be a real pain to back-fill all your old data so your systems are communicating with each other effectively. If you simply don’t have the time to spend babysitting a data migration, why not let our data migration tool do the job for you? For migrating data from an old system to a fresh, new one, nothing works better: just select your historical sync dates by module and hit Submit.
If you already have some data on your new system, the historical data sync will still work; you’ll just have to make sure the names of your accounts, products, invoices, etc., are consistent across platforms, as the integration uses the name of any record as the key field. For more info on that, you can contact us and we’ll give you the scoop.
Total business control at your fingertips
With the various market niches that businesses can fill, it happens that no two are alike… And, so it goes with both your CRM platform and your data syncing needs. Choose a system that allows for deep customization – Zoho CRM – and choose an integration with QuickBooks Desktop or Online that allows for complete customization of your syncing needs. Have any integration questions? Contact us at (888) 207-4111.
Note: as of 2019, the Freemium QuickBooks integration is deprecated. We’d be happy to help you with a similar version of the integration – please contact us.
Howdy folks,
We’ve been working on perfecting our do-it-yourself (DIY) freemium QuickBooks integration for Zoho CRM for many months, and we’re really happy to finally announce that it’s complete and ready for you to use!
DIY freemium QuickBooks integration for Zoho CRM
If you’re not in the loop, the DIY freemium QuickBooks integration is a lighter, free version of our QuickBooks Desktop integration. (And, it also works for QuickBooks Online.) Whereas our premium QuickBooks integration allows for syncing Accounts/Contacts, Products, Invoices, Sales Orders, Quotes, and Purchase Orders (among other items), the DIY freemium integration allows for syncing Accounts/Contacts and Products, perfect for businesses that need some syncing functionality but don’t need Invoices or Quotes passed from Zoho to QuickBooks or vice-versa.
What are the pros?
We think there are a lot of great things about this freemium product:
It’s completely free – We call it freemium because it works just like a premium option, but we’ll never charge you for it. Rest easy!
It’s easy to configure – Rather than depend on our engineers to complete your project, you can map your data and control the entire integration by yourself. Not only is this simple to do, but it also saves a lot of time.
It saves time – If you create an Account/Contact in QuickBooks or Zoho CRM, you don’t have to worry about entering that name again; it’ll just pop right into the other system. Whether it’s just saving you a minor inconvenience or a half hour every day, this is never a bad thing.
It saves overhead – Do you spend lots of time manually copying data from one system to another? Well, imagine being able to use that time to do something productive – to finish a nagging project more quickly, for example – while this integration does that work for you. You or your staff might even get to leave work a little earlier each day because of it.
What about the cons?
Nothing’s perfect, of course. Allow us to elaborate:
The Freemium CRM QuickBooks integration doesn’t provide as deep a sync as one of our premium integrations. We think we’re pretty nice people over here, but at the same time, we can’t give away the farm. If you need more functionality than just Accounts/Contacts syncing and Products syncing, you’ll need to use one of our premium integrations. However, we’re going to roll out some Premium DIY integrations, too, so you’ll soon get the best of both worlds. Keep your eyes peeled for those!
We can’t customize it. As this is a completely free, completely self-contained product, we can’t provide any additional customization for it. That doesn’t mean customization is impossible, of course – you’ll probably just need to buy one of our premium integrations if you want something more than the freemium product.
Why are we giving this to you? Is there some kind of catch?
Even if you didn’t ask this question outright, I know you’re wondering why we’d give you the Freemium CRM QuickBooks integration. Are we just really benevolent people? Of course we are! But, that’s not why we’re doing this.
The reality is we know there’s a need for a level of syncing below what we offer for our premium Bronze QuickBooks integration – and, we also know that the integration can be cost-prohibitive for some.
We’re betting that if you’re willing to give our Freemium CRM QuickBooks integration a try, you might be willing to knock on our door if you need other Zoho integration help as well, or if you need help with any other Zoho issue that might arise.
Of course, you’re under no obligation to do so… but, we hope that you’d at least consider us.
Aside from that, Zoho themselves like it when we have customers using our products, regardless of how much they spend to use them, so we’re always keen on acquiring new customers, regardless of how much they end up spending.
So, the long and short of it? No catch!
Ready to get free?
If you haven’t done so already, try the Freemium integration out with your QuickBooks! Just use this page here to sign up and start syncing.
And, as always, email us or drop us a line – (888) 207-4111 – if you have any questions about anything you see here, or if you think you might need a dose of Zoho consulting, some training, or some support!
Published on: February 29, 2016Category: Zoho IntegrationsLast Updated: July 20, 2023 Comments: 0
Preparing for Intuit Sync Manager Discontinuation?
Disclaimer:ZBrains customers who use our Zoho QuickBooks integration are NOT affected by this, as our product utilizes the QuickBooks Web Connector (QWC), not the Intuit Sync Manager.
Now that that’s out of the way, you can breathe a little more easily, but the fact still remains that businesspeople using Intuit’s sync manager are going to have to find a new way to sync their data. Intuit warned us about this a good while ago – over a year and half, to be precise – but, it’s still jarring to have a deadline nearly in your face with a software move to make. So, how did Intuit’s Sync Manager come to be, and why has Intuit decided to retire it along with the rest of the QuickBooks Desktop REST API?
A brief sojourn into synchronization history
Intuit Sync Manager was designed to sync data from QuickBooks (Desktop versions like Pro, Premier, and Enterprise) to the cloud, where it’s easily accessible by developers (or third-party programs) for use in syncing. When QuickBooks Desktop was the only thing around, using Intuit Sync Manager was a great way to get QuickBooks to play nicely with other apps and programs.
As time’s passed, many applications that began life tied to a desktop are seeing their younger brethren sprout wings and head into the cloud; QuickBooks is no exception to this. Cloud-based business programs are much quicker; that statement not only means less time waiting for programs to load, as they don’t use your valuable server space, but it also means no waiting for programs to install or update. It also means the end of limitations brought on by using incompatible OS platforms – for example, Windows vs. Mac – since anyone with a web connection can access a web-based program.
This move to the cloud coincided with the development of the QuickBooks Web Connector. This tool was designed with the same basic functionality as the Intuit Sync Manager, but with the added ability to connect web-based apps directly to one another – and, of course, the superior functionality of the QWC meant the eventual end of the Intuit Sync Manager.
As a QuickBooks user, what does this mean to you?
It depends on your relationship with QuickBooks at the moment, as well as your relationship with Zoho or your CRM of choice.
Do you use the Intuit Sync Manager to connect your QuickBooks Desktop to your CRM?
If so, you’ll have to either use the QuickBooks Web Connector to do the same job or, if that option isn’t available, you may need to implement a different CRM, one that can use the QuickBooks Web Connector and not just the Intuit Sync Manager.
Are you planning to connect your CRM to QuickBooks?
You’ll need to use a CRM option that’s compatible with the QuickBooks Web Connector and not just the Intuit Sync Manager, since you won’t be able to use that product to sync across platforms as of March 1st. If your business model depends heavily on syncing data between QuickBooks and CRM, make sure the CRM you choose works with the QWC.
Do you use QuickBooks Online?
If you do, you don’t have to worry, as QuickBooks Online was designed to work with the QWC. In other words, this Intuit Sync Manager issue won’t affect you at all.
What about Method CRM?
Method CRM is an Intuit-endorsed solution that connects seamlessly with QuickBooks. For very simple use cases, it’s not a bad product, but, if you want any sort of customization or even marketing automation in addition to the most basic contact lookup features, you might not like what you see. (We reviewed Method CRM here.)
In sum, the pros are:
Provides basic contact lookup and lead funneling functionality
Sleek, smart UI
Unlimited contacts per record
And, the cons:
Doesn’t use social media integrations
Doesn’t have any built-in marketing campaign abilities
Very limited customization ability (aside from unlimited contacts per record)
For the lack of a social media and marketing tools alone, Method CRM is probably not a great choice for anything other than a small business – and to boot, if you need any major customization done to your system, Method CRM won’t work at all.
You know what we say…
We’re a Zoho CRM consultancy here, so our views are a little skewed. That said, we’re happy to help set you up on a QuickBooks integration with Zoho CRM. We set ourselves apart from the other Zoho firms out there by offering this integration as well as a handful of others, proprietary Zoho add-ons, plus personalizedZoho support and training from a team that eats, drinks, and practically breathes Zoho.
In any event, I hope you found this post informative. The discontinuation of the Intuit Sync Manager will probably affect a great number of users – anyone who hasn’t already migrated over to a different platform or who’s stayed on a program that only used the Intuit Sync Manager – so, we hope to act as a resource for you.
To let you know about our upcoming DIY integration for Zoho and QuickBooks.
The Zoho QuickBooks integration video
We made this in hopes that it would help the good number of you who’ve been calling and emailing in with questions about how the Zoho QuickBooks integration functions. It was high time we put out something like this, and, we really appreciate how patient you’ve all been.
The video should help to answer some of the really basic questions about how the plugin works. Once you’ve watched that and you have some additional technical questions, we’ll (still) be glad to talk to you about those.
Anyway, you can check out the Zoho QuickBooks integration video below!
If you have any additional questions after watching the video, don’t hesitate to call is at (888) 207-4111. Or, submit your information right here and we’ll reach out to you ourselves. Subscribe to our YouTube channel, too, for fresh video content.
The Zoho QuickBooks DIY integration is coming!
We’re very excited about this, as we’ve been working on getting a do-it-yourself version of our QuickBooks integration to you for a good, long while – and, I know many of you, business owners and resellers alike, have been waiting for this very patiently. And, we’re very thankful for that.
The DIY integration is slated for launch on January 1st, so, keep your eyes peeled.
To accompany the integration, we’ll have a full page of information so you’ll see exactly what the product consists of, as well as a video detailing how it all works and how you can install it on your system.
If you’re new: What does it do?
Of course, not everyone who reads this blog has been poring over it for months. For those of you who don’t know, a QuickBooks integration with Zoho is designed to sync information across the two platforms. The amount of information that gets synced depends on which package you’re looking at; it happens that a lot of people were waiting for this free integration to arrive, either because they simply didn’t require the synching power of our premium integrations, or because the premium integrations were outside their price point.
Of course, Zoho CRM isn’t the only one that can sync with QuickBooks…but, we think it’s the best one for a number of reasons. (Method CRM, for example, is supported by Intuit directly and integrates with QuickBooks, but is not nearly as customizable as Zoho.)
A few fast facts for the freemium integration:
Here’s a little primer to get you started:
The DIY freemium integration utilizes the QuickBooks Web Connector to sync data between Zoho and QuickBooks, just like our premium integration.
It will allow you to sync Accounts/Customers and Products between Zoho and QuickBooks in a bi-directional sync.
It will come with its own tutorial video detailing how it all works and showing you how to install it.
It’s completely free – no strings attached.
Keep it locked here for future notifications!
We may have more news on this before the final release date of January 1st, so, follow us on Twitter, Facebook, and LinkedIn to get the latest updates and other fresh content. (Use the buttons at the top of this entry.)
As always, please call (888) 207-4111 if you have any questions about the freemium integration, the Zoho QuickBooks integration video, or if you need additional Zoho consulting, support, or Zoho training options.
Published on: November 4, 2015Category: Zoho FinanceLast Updated: April 11, 2023 Comments: 0
Zoho Inventory Management
Want to use Zoho to track inventory, monitor usage, place orders, and ship items from one window? With Zoho inventory management, now you can.
Zoho has recently released the Zoho Inventory app, which means you can conduct all your Zoho inventory management from inside Zoho – and, import all your data to your Zoho CRM and Zoho Books, so you don’t have any more of the double entry you might be used to.
How the Zoho Inventory Management App Works
Using Zoho Inventory is as simple as using any other Zoho app; once you integrate it with Zoho CRM, you’re ready to roll! Zoho Inventory comes with these great features:
3rd-party store integrations for increased sales
One of Zoho Inventory’s key features is the ability to integrate to platforms like Amazon, Etsy, eBay, and Shopify. Integrations allow direct tracking and data importing, eliminating the need for manual data entry and saving time.
Now you have every reason to expand to online storefronts if integration was your only hurdle.
One window to rule them all
If you’re used to keeping track of all your inventory, vendors, and related analytics in separate windows or programs, you know it’s a hassle. It doesn’t have to be like that for you, though. With the Zoho inventory management app, you’ll be able to keep track of everything inventory-related: your key metrics, vendors, shipping statuses, and the orders themselves (both online and offline).
Track products’ journeys from start to finish
End-to-end tracking means you’ll know the status of any item you ship from the moment it leaves the stockroom shelf to the minute it arrives at your customer’s door. Not only will you never lose track of anything again, but, the system can also remind you when your stock of particular items is running low, so you can order more of them.
Plug in your shipping engines
Zoho inventory management is more than just aggregating all your analytics and item statistics; you can even use it to inegrate to shipping modules powered by UPS, DHL, and FedEx, among others. This ensures you have access to real-time shipping prices and facilitates the tracking of orders.
Integrate with Zoho CRM and Zoho Books (and other programs)
Again, any time you spend manually transferring data from one program to another – or even one Zoho app to another – is time that could be better spent doing anything else! The Zoho inventory management app takes the extra work off your schedule by mapping and syncing customer data directly to Zoho CRM, and transferring financial data to Zoho Books. The sync is bi-drectional, which means the system can also pull data from your CRM and your Books app into Zoho Inventory.
You can view Zoho’s prices for Zoho Inventory below. If you aren’t quite sure if you want to dive into Zoho Inventory, that’s okay, too; there’s a free trial version available.
Closing Thoughts…
Zoho Inventory looks like a great addition to the Zoho family. Its purpose is simple and intuitive, but, it brings together a really good deal of helpful tools and statistics that would make the life of any storeroom manager (and his staff) quite a bit easier, and for a price that’s more than reasonable.
Still not sure what to do?
We can give you a tour of Zoho Inventory, answer any Zoho CRM consulting question, give you a CRM training session, or show you our Zoho support plans at your convenience; just call us at (888) 207-4111.
Published on: October 5, 2015Category: Zoho CRMLast Updated: November 13, 2023 Comments: 0
Good method, or just madness?
This CRM face-off of Method CRM vs Zoho CRM is a little different than most. Whereas most CRM software systems have a specific use that’s geared toward the size of your business, Method CRM is a little different. Method CRM is designed purposefully, specifically, to integrate with QuickBooks. Ostensibly, this (and by proxy its backing by Intuit themselves) is its biggest selling point.
However, Zoho CRM too has the ability to sync data with QuickBooks via QuickBooks CRM integration. Does that mean it’s as good as or better than Method CRM, though? Not necessarily. There’s only one way to settle this…
Round One: The cost (of integration and more)
As one of Method CRM’s claims to fame is its seamless QuickBooks integration, one would expect the program to be quite expensive. It certainly isn’t free, but, compared to other CRMs on the market, it doesn’t seem so bad. Zoho CRM, with all its customizable features, clocks in at only a little cheaper:
It costs $44 per month to board one user on Method CRM Pro. To board ten users for a year, you’d pay $5280
It costs $35 per month* to board one user on Zoho CRM Professional Edition (PE). To board ten users for a year, you’d pay $4200
*Pricing updated June 2021
As we see, an extra $1080 in either direction probably isn’t going to make or break your businesses for the convenience of boarding ten users. And, if you have any doubts, you can go back and see you’re only paying or saving an extra $9 per month per user.
However, the real price difference comes when talking about the integration itself. Method CRM’s QuickBooks integration comes at no additional cost, whereas Zoho’s QuickBooks integration, while customized to fit the program exactly, costs an additional one-time fee of between $495 and $1295 depending on how many modules you need synchronized, plus a monthly fee of between $49 and $129 depending on the same.
That makes the winner of this round Method CRM by a healthy margin.
Round Two: Tracking your Sales
Keeping track of sales and where customers are in your pipeline(s) are the most important aspects of any CRM system. Method CRM comes into the game with standard abilities to track calls, services performed, associated appointments, and services performed on individual records. Method software also boasts self-professed unlimited contacts per company, alleviating a common problem of only having one or two contacts possible per record. It also comes with standard data importing ability, custom record views, custom reporting, and team selling options.
Zoho CRM comes with many of the same options as Method CRM in this regard: Call and email tracking, appointment and service records, custom data views, importing ability, customized reporting, and team selling options alike. Rather than infinite contacts per record, Zoho allows a fairly sizable 50 custom fields per module, likely enough to satisfy anyone’s multi-contact cravings (and also add a few useful fields to your standard modules).
One area where Zoho sets itself apart is in its feeds feature. Feeds turns your CRM into a social network of sorts, allowing for individual record or event tracking (“following”) as well as commenting, for a much more collaborative, project-like CRM experience. One notable benefit of this feature is that all comments are recorded and easily searchable, making it much easier to find conversations associated with particular records than it would be, say, scanning through your emails.
Aside from feeds, Zoho also features a competitor tracking ability, sales forecast reports, and sales quota tracking.
For these extra features, the sales tracking round goes to Zoho CRM.
Round Three: Any Other Integrations?
By now we know all about Method CRM’s and Zoho CRM’s respective abilities to integrate with QuickBooks, but, surely they can work well with other programs… right?
Well, of course.
Method CRM integrates with Gmail or Outlook giving its users a solution for the arguably most popular email clients. Method also boasts an integration to SmartVault, numerous VOIP options (for an extra charge), as well as custom apps.
Zoho CRM features integrations with all three email clients as well, plus VOIP and custom apps. (As with Method CRM, integrated VOIP comes at an extra cost.) While Zoho CRM doesn’t integrate to SmartVault, it does integrate to Dropbox, which achieves the same effect.
That said, there doesn’t seem to be a clear winner of the integration round of Method CRM vs Zoho CRM. It’s a tie.
Round Four: To Market Socially or Not to Market Socially…
This round combined social media and marketing integrations and abilities, if only to highlight one interesting aspect of Method CRM: it doesn’t seem to contain any of these.
Zoho CRM, on the other hand, contains out-of-the-box software integration capabilities for both Facebook and Twitter, as well as a built-in CRM tab and a way to monitor social mentions. On the marketing side, Zoho CRM features web-to-lead capturing ability, plus email templates, a campaign manager, mass emailing ability, and autoresponders. This is likely enough to get a marketing campaign off the ground, and probably enough to monitor your social networks adequately.
With that, the winner of this round is clearly Zoho CRM, but, this raises an important question for people who are already in love with Method CRM: does a CRM really need social media and marketing integrations in order to be good? This will be the topic of a future blog post, so, keep your eyes peeled.
(For those awaiting my answer with bated breath… I say yes, without a doubt.)
Method CRM vs Zoho CRM Champion?
This is a tough one. On one hand, you have Method CRM, which is very straightforward and seemingly light, its main feature being a complete QuickBooks integration. On the other, you have Zoho CRM, which also integrates to QuickBooks – for a price some may consider hefty – but, in return, packs a host of great features, including some essential ones, that simply can’t be found in Method CRM. So, how do you decide between Method CRM vs Zoho CRM?
On the basis of needing some of these features in order to run your business properly – and, going off the assumption that eventually you’ll need to purchase some other marketing or social media monitoring service in order to adequately satisfy clients and prospects on those particular channels – this bout goes to Zoho CRM.
Bonus Round: What else do you get with Zoho?
As Zoho CRM consultants, we’re obviously a little biased, but hear us out! One thing that separates Zoho from a platform like Method CRM, aside from everything we’ve mentioned so far, is that by choosing Zoho, you get access to Zoho’s network of Zoho partners – including us at ZBrains. Having a Zoho partner along for your CRM deployment means you have a dedicated business partner who can help you by determining the best way to use Zoho. And, that’s not just the CRM; that can be for many other apps like Zoho Campaigns, Projects, or Desk – anything in the Zoho One suite of apps, in fact. We can’t personally vouch for Intuit’s support of Method CRM, but with the tools Zoho puts at your disposal, the choice of Zoho partners can be a huge advantage for anyone looking to decide between Zoho CRM and Method CRM.
Published on: October 1, 2015Category: Zoho CRM, Zoho IntegrationsLast Updated: April 24, 2020 Comments: 0
Why Integrate QuickBooks and Zoho CRM?
(A Theoretical Journey)
There are many reasons to integrate QuickBooks and Zoho CRM, but, if you’re not so familiar with the capabilities of both programs, those reasons for integrating may not be so obvious. And, if you’re someone who has done business one particular way for many years, you may not yet realize the importance of connecting business software programs.
In order to illustrate a point…let’s go on a short excursion.
Lousy communication looks like this
It may be cliché, but, in the world of business, it’s nearly always better to work together with your colleagues than to work separately. Being separated from your fellow workers comes with its share of disadvantages:
Nobody knows what the other is doing
Information has to be relayed between parties (and sometimes a third party) if it wants to get anywhere
Transferring information takes a long time
There’s a common thread connecting these, of course: it’s all about communication. Not communicating can really slow things down in a business, at times even preventing things from happening entirely. As a reader of this blog, you’re probably at least somewhat tech-minded, and you’re likely familiar with some effective communication methods as they apply to business. For example, you probably:
Call up a coworker or leave a message in a chat room rather than do nothing when you’re checking in on someone, and you can’t be there in the same room. This way, your colleagues know you’re trying to communicate.
Use a direct route of communicating for important matters–like a shout or a walk down the hallway–rather than tell someone else to pass along a message. That way, nothing gets lost in translation.
Work expeditiously to get your messages across to colleagues, vendors, and everyone else important in your life. That way, you get your required tasks finished quickly.
These are standard business practices, not to mention life practices. And, you’re probably nodding your head anticipating something slightly less obvious…
Well, try this notion on for size: in spite of knowing well how to communicate verbal information efficiently in the office, many companies do not use these same principles when thinking about their software programs.
Back to reality: Why integrate QuickBooks and CRM at all?
So, why would you want to integrate Zoho with QuickBooks Desktop or QuickBooks Online? We can apply the same principles from effective human verbal communication to effective software communication. Software programs essentially do the jobs people can’t quite do themselves. For example, a CRM remembers countless lines of data; QuickBooks tracks all your company’s finances.
It follows, then, that not integrating software programs creates situations similar to those created when people aren’t integrated properly in the workplace:
One program doesn’t know what the other is doing
Information needs to go through a not-always-compatible third party to get anywhere, and that sometimes corrupts data
The transfer of information is unnecessarily slow
Programs these days…
Just as technology has increased communication in humans dramatically over the past years, technology has done the same for software programs. Many programs that previously had no connective capability are now built especially for integration. Rather than have the three situations above, with integrated programs you have something much more effective:
Programs “knowing” what each other is doing
Information going through a specially-designed electronic corridor
Much quicker transfers of information, sometimes instantaneous
So, why integrate QuickBooks with Zoho CRM, specifically?
Now that we know basically why it’s better for humans to work together than not, and why it’s better for software programs to integrate in order to do the same, we should be able to glean why it’s good to integrate QuickBooks and Zoho CRM: Communicating efficiently is better than communicating slowly, or, not at all.
But, what are some specific things that QuickBooks and Zoho can communicate between each other?
Accounts and Contacts: If you have a record of someone in your CRM, chances are you’ll want to either pay them for services or goods, or charge them for your own, by having a record of that person in QuickBooks. Or, you’ll want to transfer that record from QuickBooks to your CRM so you can add additional notes on that person.
Invoices, Quotes, Sales Orders, Purchase Orders: The same ideas from above apply here. Use your CRM to take detailed notes on purchases, and use QuickBooks to collect payment.
Vendors: Again, synchronicity allows for detailed tracking in CRM and actual payments in QuickBooks.
When you integrate QuickBooks with Zoho CRM, you eliminate countless hours of manual data entry; you also ensure communication between the two programs. For example, you can turn Quotes in Zoho into Invoices in QuickBooks at the push of a button. That means no more having to manually enter order details.
Published on: February 9, 2015Category: Zoho CRM, Zoho IntegrationsLast Updated: March 9, 2023 Comments: 0
Creating an atmosphere of cooperation between front and back offices can become strained even in the best companies, add to that the frustration of not having coordinated systems and the result can be disastrous. If you are a small or medium business looking to add a CRM component or integrate your CRM and accounting systems be sure to consider the dynamic duo, the Zoho Quickbooks integration.
Power of Integration
When everyone from the receptionist, bookkeeper, salesperson and service personnel all have access to the same information, wonderful things can happen. Imagine a situation where the salesperson collects an outstanding invoice from a client in arrears during a routine sales call because the information was available to them on their smartphone. Or a receptionist that sends a quick email direct to a sales rep that a client is looking for a quote and the information is posted to the clients account for the rep to see instantly. This way to integrate QuickBooks is possible and enhances all aspects of your business, front to back.
Data Transfer
Keep tabs on all your information with automatic or manual data transfer: integrate QuickBooks and Zoho. This allows for all information to be instantly updated automatically or at a time of your choosing. Keeping all systems up-to-date allows better work flow processes.
One Entry
With an integrated system, any information entered into Zoho CRM or QuickBooks is automatically transferred to the other. This one entry saves immense amount of time over traditional double entry systems. You could literally save an entire salary with this feature alone.
Remote Access
Let’s face it, ERP systems have not always been the easiest systems to access remotely. With the combination of Zoho and QuickBooks your data is available from any web browser on any device anywhere in the world at any time. This is the advent of cloud computing at its finest.
Always Updated
Tired of wasting time looking for the most recent and updated transaction record? With a synchronization of your records you can simply sync your programs and know that the information is up to date.
Easy Export
Implementation could not be easier than with these two software environments. Integrate QuickBooks and Zoho and simply export and import the records you need from one to the other to get started. This simple process allows instant implementation instead of weeks of manual entries.
Mapping
This export and syncing process gets even easier with field mapping capabilities between the two ensuring that all your information is deposited into the right places without deleting or overwriting important information.
Sync Tracking
Do you need access to tracking of your synchronization activities with the ability to delete the most recent transfer? With Zoho and QuickBooks this is easy and available allowing you the flexibility to ensure your data transfers are accurate.
Accounting Info on the Go
One of best parts of this combination is the ability of sales histories, invoice histories and estimates to be cross transferred into Zoho CRM allowing the information that truly empowers your sales reps. It also lowers your overall cost by reducing your number of QuickBooks user licenses needed.
Quotes to Orders
Being able to the convert Zoho Quotes into QuickBooks Orders or Invoices is a must-have for sales organizations. This feature makes the efficiency and workflow of order processing efficient.
Contact us today to learn just how we integrate QuickBooks with Zoho CRM. Hundreds of customers are using our integration, and we’re happy to report that dozens of customers are happy with their improved CRM/ERP workflows!
You know what we say…
