Zoho CRM and QuickBooks Desktop Integration

Zoho CRM and QuickBooks Desktop Integration

A business of any kind relies heavily on the operation of finances. Whether this includes revenue, payments and overheads, and even payroll, your finance team is likely highly skilled when it comes to managing the finances of a business. Identifying what’s coming in and what’s going out and recognizing trends and patterns will help inform your executive level leaders on what may need to change and what may need to remain consistent to reap the benefits of a successful business.

In the past decade, we’ve witnessed the massive digital shift completely transform every single business model. As we rely on our technology to help us run our business and identify gaps in the market, we also rely on this very technology to inform us of internal trends when it comes to state of a business’s revenue. Your financial teams likely use some kind of software that pulls in this data to help analyze the profit and loss picture, and if QuickBooks is the software of choice, you can rest assured that your company’s finances are being handled efficiently and professionally. Given all of the program’s massive capabilities, your finance experts in your company can draw educated conclusions on the performance of your company.

Introducing the integration of QuickBooks Desktop and Zoho CRM

Every department within a company’s DNA is crucial to make a business run smoothly, but the finance department can be considered the backbone, given that it understands the incoming and outgoing funds and is privy to measurement of success of your company before anyone else. This insight and knowledge can be communicated back to the marketing and sales teams to educate them on what needs must be met to hit a goal or match a budget. The tools that this team use must be of high quality, technologically intuitive, and ultimately, fast and accurate to match the behaviors of the rest of the industry.

QuickBooks has proven itself to be a leader in this market year over year. No matter the version that your company uses, it can be integrated successfully with your customized Zoho CRM so that any data that is reflected in one platform will be reflected in the other accurately and immediately, removing the room and possibility for error, duplication, or oversight. The two applications talk to one another and can be set up to be automated on either end, saving time and energy overall.

There are many benefits to taking advantage of the integration of QuickBooks Desktop and Zoho CRM:

  • Customizable solutions catered to your needs

Every business is different, and your accounting needs are unique – what may work for one company may not work for you. When you integrate QuickBooks Desktop with your Zoho CRM, you may learn that there are certain functions you want to sync between the two platforms to make your overall processes easier and more efficient. This is entirely up to you and your key stakeholders, and as you progress in the integration, you can choose to adjust as you see fit.

  • Cost effective for launch

When you’re just starting to integrate these two platforms, it may be overwhelming to think about the transition process and how it will affect your teams as well as your budget. Luckily, there is only a one-time cost of establishing your application within your Zoho CRM model, and there is no monthly charge in maintaining the integration. This allows your budget to remain as is while still reaping the benefits of using both platforms at once.

  • New model integration capability

As technology continues to advance and improve, it’s crucial to keep in mind that new versions will emerge, and the QuickBooks Desktop integration is compatible with the new Zoho API v.20, meaning that your outcomes overall will be faster and more powerful.

  • Plenty of available help and assistance

One of the things that Zoho CRM does best overall is provide a tremendous network of experts available to help with the transition of integration. It can be overwhelming or sometimes daunting to introduce a new way of doing things, but with the Zoho team on your side to help your teams adjust properly and easily, your onboarding process can be seamless and quite simple. Since in this instance, we’re dealing with revenue and finances, it might be beneficial to tap into one of the Zoho CRM consultants to help your teams on a personal level get adjusted to the QuickBooks Desktop integration.

  • Faster returns and processing

By integrating your QuickBooks Desktop application with your Zoho CRM, information will be processed faster. This means when it comes to paying vendors or customers, your incoming invoices will be processed and paid faster, which only improves the relationships you have with external parties. Payroll will have a more systemized process in place, meaning that there won’t be any delay in processing paychecks, and expense reports will be approved and processed faster as well, keeping your employees happy. With faster generation of these transactions, thanks to the integration of these two platforms, both internal and external parties will benefit from this ease of process.

Zoho CRM and QuickBooks Desktop Integration
  • Competitive pricing

Similar to the cost of setup, the pricing model of using QuickBooks Desktop remains competitive no matter the size of your company or the package you decide is best for your business. You’ll be able to select which one feels the most appropriate for your industry and what your long-term goals are as a company. If you anticipate growing, you can select an annual plan that reflects that growth, or if you’re hoping to expand internationally, you may want to select a package that would support that kind of reach.

Every business relies on incoming revenue to determine the level of success, but it’s your finance team that can determine that success factor by examining all the other financial elements that roll up into the success of a business. With QuickBooks Desktop and your Zoho CRM working together, your finance team can fulfill their responsibilities easier and better identify areas of success and opportunity.

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