Zoho CRM and QuickBooks Online integration
Won in Zoho CRM, ready to send in QuickBooks Online
CRM Connector keeps Zoho CRM contacts and QuickBooks Online customers the same both ways, turns every won deal into a draft QuickBooks invoice, and brings every sent estimate into Zoho CRM as a deal sales can follow. Zoho CRM runs sales, QuickBooks Online keeps the books.
- Official sign in for both
Contacts both ways, won deals into draft invoices
At a glance
Contacts stay the same, won deals arrive as draft invoices and sent estimates as deals.
What syncs
- ContactsBoth ways
- Won deals into draft invoicesOne way
- Estimates as dealsOne way
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 CRM or QuickBooks Online leads when the same record changed in both since the last sync.
Options for Zoho CRM and QuickBooks Online
- Only deals won from a date you pick
- Only deals above an amount you pick
- Everyone, customers only or leads only
Record by record
What syncs between Zoho CRM and QuickBooks Online
Which Zoho CRM field matches which QuickBooks Online field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- AccountWhen createdCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Mailing street, city, state, postal code and countryBoth waysAddress
- On a won dealOnly in Zoho CRMNot in QuickBooks Online
- Lead sourceOnly in Zoho CRMNot in QuickBooks Online
It happens in Zoho CRM, then in QuickBooks Online
A new contact
Looked for in QuickBooks Online on the exact email before a customer is created.
Name, email, phone or address changes
The same change is made to the QuickBooks Online customer on the next sync.
The company changes later
Not carried: the account name reaches QuickBooks Online when the customer is created.
FAQ
Questions about Zoho CRM 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.
Zoho's own integration keeps contacts, accounts and products the same and brings QuickBooks Online invoices and estimates into Zoho CRM. It needs a paid Zoho CRM edition and the same home currency in both.
CRM Connector:
- Keeps contacts the same both ways
- Turns a won deal into a draft QuickBooks invoice
- Brings each sent estimate into Zoho CRM as a deal sales can follow
Use one of the two for contacts, or every change is made twice.
Ask your AI assistant
Ask ChatGPT or Claude about Zoho CRM 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 CRM and QuickBooks Online, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.