QuickBooks Extension For Zoho CRM - Major Update! New UI & Advanced Features
Автор: smackcoders
Загружено: 2025-12-02
Просмотров: 7
Описание:
Explore the updated UI and Step-by-step walkthrough of the QuickBooks Extension for Zoho CRM. In this video, we’ll show you how to seamlessly connect your Zoho CRM with QuickBooks to keep your customer, sales, and financial data perfectly in sync.
This powerful integration helps you bridge the gap between CRM records and accounting operations, giving you a unified, automated, and efficient workflow.
This Video covers,
How to install and set up the QuickBooks Extension in Zoho CRM
Connecting Zoho CRM with your QuickBooks company
Configuring Sync Direction (Zoho → QB, QB → Zoho, or Bidirectional)
Choosing modules to sync: Contacts, Products, Invoices, and more
Setting Sync Frequency & Conflict Resolution
Field Mapping setup for Create, Update, and Delete actions
Advanced Settings for duplicate detection & error handling
Performing Historical Sync (bulk data sync – up to 500 records)
Tracking sync activity with the Dashboard and Audit Log
Reauthorizing or resetting your integration
How to access support, documentation, and help resources
If you would like to know more about the product, please visit our website below
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https://xapplets.com/documentation/zo...
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