Zoho CRM for QuickBooks

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Zoho CRM for QuickBooks helps you to maintain complete and up-to-date customer information across all departments (Marketing, Sales, Accounting, and others) in your organization. For more info, please refer: http://www.zoho.com/crm/

Technology

Zoho CRM for QuickBooks Pavitra J. Zoho Corp.

Key Features ,[object Object],[object Object],[object Object],[object Object],[object Object]

Add Zoho CRM Application to QuickBooks Web Connector

Select QB Company File (in Zoho CRM ) Note : The input you provide is a file with .qbw extension and the output that you get after downloading is a file with .qwc extension.

Browse QWC File (In QuickBooks Web Connector)

Zoho CRM Application Added to QuickBooks Web Connector

Set Data Priority for Synchronize Option

For more information, please refer: www.zoho.com/crm © 2011, ZOHO Corp . ZOHO Corporation, 4900 Hopyard Rd, Suite 310, Pleasanton, CA 94588, USA

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Zoho CRM for QuickBooks

1. Zoho CRM for QuickBooks Pavitra J. Zoho Corp.

3. Install QuickBooks Web Connector

4. Download QuickBooks Web Connector

5. Install QuickBooks Web Connector

6. Add Zoho CRM Application to QuickBooks Web Connector

7. Select QB Company File (in Zoho CRM ) Note : The input you provide is a file with .qbw extension and the output that you get after downloading is a file with .qwc extension.

8. Browse QWC File (In QuickBooks Web Connector)

9. Add Application

10. Zoho CRM Application Added to QuickBooks Web Connector

11. Match Time Zone

12. Set Time Zone in Zoho CRM

13. Set Time Zone in your Computer

14. Map Standard and Custom Fields

15. Select a Module

16. Choose Data Transfer Option

17. Map Fields for the Module

18. Configure Data Transfer Settings

19. Select Type of Data Transfer