Zoho QuickBooks Integration: How to Connect Your QuickBooks Desktop to ZOHO

by James Antonio

Any business whether it is small or medium-sized must be aware of the bothersome that comes while maintaining their books. With the seamless Zoho QuickBooks integration, users can make their accounting and inventory management effortless by accessing all their sales and purchases. This integration enables every aspect of the business to work with the automated workflows by synchronizing customers, orders, as well as accounts between two systems i.e., QuickBooks and Zoho CRM.

It also saves you time by avoiding less time spent in data entry and you can spend more time running your business to boost productivity. Other Zoho QuickBooks integration related factors you will come to know in this article. So, it is suggested you continue reading till the end to get a complete insight into this integration.

How does Zoho QuickBooks Integration work?

As we already know, time tracking is an important factor in any organization and this integration benefits from time saving and helps in boosting productivity by

  • Providing the information of payment and invoice for salespeople and reducing double accounting entries.
  • If you’re using Windows .NET technology in order to create a Windows application then you can simply upload the application to your QuickBooks server and configure it.
  • You can include your own web connector within the app so that we don’t need to use QB web-connector.
  • You don’t require any third-party web services if you are adding your own web server by embedding in your application.
  • Your application consists of an easy-to-use scheduler which is usually for the sync interval.

All the above factors help you to strengthen your sales cycle and also enhance the user experience.

Key Features of Zoho QuickBooks Integration

This integration offers you ample features that are listed below:

  • Sync as little or as much as you wish. Select the modules which you want to sync so that you can view the information you require, when you need the following: Products/Items, Accounts/Contacts, Sales Orders, Invoices, Purchase Orders, Quotes, vendors, etc. you can even prioritize specific element and data.
  • With this powerful integration, you can customize field mapping, modules, sync direction, and special settings.
  • It is also important to keep the synced records and this integration lets you view the complete history details of data transferred. You also need to be updated and with the sync log so that you can easily monitor all the errors.
  • It also helps users to delete the data transfer activity.
  • You can get your data transfer efficiently with this seamless integration on daily required items such as products, contacts, sales order between Zoho CRM and QuickBooks.
  • You can easily import and export your data that are widely used features. It is available in simple ways to select records and do the import or export processes.
  • Last but not the least, you can get back to continuing your productive work with Zoho QuickBooks integration and your system will take care of all other double entry work for you whenever required.

Prerequisite Need to Consider Before Integrating QuickBooks with Zoho

  • You must have an active QuickBooks account
  • Make sure that you should have a QuickBooks US Edition when you integrate with Zoho
  • Don’t try to connect multiple companies to Zoho Inventory and vice-versa
  • Ensure that both software base currency must be same
  • You need to enable multi-currency in QuickBooks too if you turned multi-currency in Zoho inventory.

Steps to Connect the Zoho inventory into QuickBooks

To connect the Zoho inventory into QuickBooks usually involves two steps that are pretty simple to follow:

Step 1: Setup of Zoho Inventory in QuickBooks Software

  • First, login via Zoho Inventory account
  • Next, look for the integration button that you probably find on your sidebar
    After that, close the Accounting tab
  • Look for connect to QuickBooks tab that you find beside the QuickBooks button
  • Once find it then select the same
  • Now, it redirect you on the QuickBooks sign-in page
  • Fill out all the credentials to proceed the process of integration
  • Once the login is successfully done then you have to choose the preferred company
  • Once selected then click “Connect” and this integration process ends here.

Step 2: Integration Configuration

  • Once the you successfully connected with your QuickBooks then it redirect you on the Zoho account page
  • Now, perform the configuration of integration and this completed the next phase
  • After that, configure the settings to allow import and export of data from QuickBooks to Zoho and vice-versa without any interruption.

Once the process completes then you’re all set to import your accounts, vendor details, customer details and other items with ease.

Take a Quick close Look at Zoho QuickBooks Integration

This Integration helps companies to maintain complete and up-to-date customer information due to the application’s smart widgets. The software helps you to easily transfer data including quotes, contacts, products, sales orders, vendors, and invoices. Above all that, you can have reliable ways to import all the data from QuickBooks to Zoho CRM.

In addition, you can export all or selected documents, sync contact and vendor information to QuickBooks from Zoho CRM. Map regular and custom fields, and sync between QuickBooks and Zoho CRM fields. It is also used during synchronization to prioritize data and to overwrite data. The Zoho CRM is likely to lead to zero human errors with its automated capabilities.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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