Zoho Books and QuickBooks Online integration
Zoho Books and QuickBooks Online, the same books
CRM Connector syncs Zoho Books and QuickBooks Online both ways: clients, invoices and estimates stay the same in both, and a payment recorded in one is recorded in the other, a part payment for exactly what is newly paid.
- Official sign in for both
Clients, invoices and estimates, both ways
At a glance
Clients, invoices and estimates stay the same, payments included.
What syncs
- ClientsBoth ways
- InvoicesBoth ways
- EstimatesBoth ways
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Zoho Books or QuickBooks Online leads when the same record changed in both since the last sync.
Options for Zoho Books and QuickBooks Online
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only, when QuickBooks Online sends, on a one way sync
Record by record
What syncs between Zoho Books and QuickBooks Online
Which Zoho Books field matches which QuickBooks Online field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyBoth waysCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- AddressBoth waysAddress
It happens in Zoho Books, then in QuickBooks Online
A new client
Looked for in QuickBooks Online on the exact email before a customer is created.
Name, company, email, phone or address changes
The same change is made to the QuickBooks Online customer on the next sync.
FAQ
Questions about Zoho Books and QuickBooks Online?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Not always. QuickBooks numbers its own invoices unless the company numbers them by hand, so a Zoho Books number only lands there in that case. A QuickBooks number arrives in Zoho Books as the reference, because Zoho Books numbers its own invoices.
Yes, both ways. Accepted and declined travel between Zoho Books and QuickBooks. Once an estimate is decided in Zoho Books it is left as it is.
Ask your AI assistant
Ask ChatGPT or Claude about Zoho Books and QuickBooks Online
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
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Sign in to Zoho Books and QuickBooks Online, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.