Integrate QuickBooks with Zoho CRM

Send information between QuickBooks and Zoho CRM automatically, without writing any code, using Zoho Flow.

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Add Zoho CRM contacts to QuickBooks


Each time a new contact is added in Zoho CRM, this flow creates a corresponding customer in QuickBooks, helping you initiate transactions much faster.

How it works
1. A new contact is added in Zoho CRM.
2. Zoho Flow creates a corresponding customer in QuickBooks.
Use this flow
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Add Zoho CRM contacts to QuickBooks

Zoho CRM + QuickBooks

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Supported triggers and actions

Integrate QuickBooks and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Non-inventory item created

Triggers when a non-inventory item is created

Service item updated

Triggers when any detail of an existing service item is updated

Customer updated

Triggers when any detail of an existing customer is updated

Invoice created

Triggers when a new invoice is created

Customer created

Triggers when a new customer is created

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

Vendor updated

Triggers when the details of an existing vendor are updated

Bill created

Triggers when a bill is created

Service item created

Triggers when a new service item is created

Account created

Triggers when a new account is created

Estimate created

Triggers when a new estimate is created

Deposit added

Triggers when a new deposit is added

Payment received

Triggers when a payment is received

Credit memo updated

Triggers when the details of an existing credit memo are updated

Purchase order created

Triggers when a new purchase order is created

Invoice updated

Triggers when the details of an existing invoice are updated

Vendor created

Triggers when a new vendor is created

Account updated

Triggers when an account is updated

Inventory item created

Triggers when an inventory item is created

Sales receipt created

Triggers when a new sales receipt is created

Estimate updated

Triggers when an estimate is updated

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Credit memo created

Triggers when a credit memo is created

Inventory item updated

Triggers when any detail of an existing inventory item is updated

New lead

Triggers when a new lead is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

User created or updated

Triggers when the details of an existing user are created or updated

Entry created or updated

Triggers when a record entry is created or updated

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create vendor

Creates a new vendor

Create deposit

Creates a new deposit

Create sales receipt

Creates a new sales receipt

Create payment record

Creates a new payment record

Create bill - Account based

Creates a new account-based bill

Create account

Creates a new account

Create bill - Item based

Creates a new item-based bill

Create customer

Creates a new customer

Create inventory item

Creates a new inventory item

Create non-inventory item

Creates a new non-inventory item

Create estimate

Creates a new estimate

Create service item

Creates a new service item

Create credit memo

Creates a new credit memo

Create transfer

Creates a new transfer

Update item status

Updates the status of the specified item

Update estimate

Updates the estimate by ID

Update customer

Updates the details of an existing customer

Update account

Updates the details of an existing account using account ID

Update invoice

Updates the details of an invoice by ID

Fetch customer type

Fetches the details of a customer type by its name

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch sales term

Fetches the details of a sales term based on its name

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch item by SKU

Fetches the details of an existing item using SKU

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch payment method

Fetches a payment method based on its name

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch location

Fetches the details of an existing location by name

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch account

Fetches an account by name

Send invoice

Sends an invoice to the specified email address

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Send estimate

Sends an existing estimate

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch invoice

Fetches the details of an existing invoice by number

Fetch category

Fetches the details of an existing category by name

Fetch item

Fetches the details of an existing item by name

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Update module entry

Updates the specified module entry

Remove tags

Removes tags from the specified record

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Raise signal

Raises a signal to Zoho CRM

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add note

Adds a note to the selected module

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Fetch lead

Fetches a lead by email address or unique ID

Clone module entry

Clones an existing module entry

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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