QuickBooks Extension For Zoho CRM - Major Update! New UI & Advanced Features

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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