Zoho CRM to QuickBooks Online Connector Guide

What is ZTQBOnline Connector?
ZTQBOnline connector connects your Zoho CRM and your QuickBooks so that you can run your business more effectively and easily. It helps you identify Cross Sale and Up Sale opportunities by ensuring a smooth flow of business information between your Zoho CRM and QuickBooks. This truly bi-directional connector which syncs your Zoho CRM Invoices in QuickBooks  and syncs back the status of the updated Quickbooks Invoices back in Zoho CRM.

What exact Information will flow back and forth in every Sync ?
From  Zoho  to QuickBooks:
The Invoice and corresponding Products, Account and Contact gets created in QuickBooks.

From QuickBooks to Zoho CRM:

It allows to  sync the updated QuickBooks Invoice status back in Zoho CRM.

How often and when do the Syncs happen?
We have always kept in mind typical business processes while designing all our connectors.
With ZTQBOnline connector, you can be sure that your data is up to date every morning when you start your business.

You can Sync your data any time / every 12 hours.

Since its your data and your business, you should have a complete control over it.
You can Choose the timings when you want to sync your data every day.

Is there any limit on number of records I can process using ZTQBOnline connector.
No. We don’t limit the number of records. But, Zoho has put down some guidelines for using their API https://zohocrmapi.wiki.zoho.com/Generating-API-Ticket.html

How to start using the ZTQBOnline connector?
Just fill up a small form (Sign Up). We will create an account for you. Log in to this account. Set up your connector the way you want it and Start using it.

How do I set up the connector?
Log in to your account & Click on ‘My Account’ , then click on the Connector Settings of  your Connector and follow the 3 step procedure.

• Connect to your Zoho CRM and QuickBooks
• Sync Options
• Set the Sync Timings

There you go. Your ZTQBOnline connector is ready. We will take it from here.

For step by step detailed instructions to Set up your Connector, Refer this

What are the different Pricing plans ?
We have arrived at this pricing after going through extensively our customer's usage requirements. You will definitely find a suitable plan for your needs.

For all Connectors Number of records you can process is Unlimited*
* - Refer to Zoho CRM API on API call limIt’s. Click Here for more information

What different modes of Payment are available ?
You can pay through Paypal or you can pay using Credit card.
 

How do I cancel my subscription ?
Log in to your account. Click on 'Payment History' on the left top side.

You can get the details of your Orders over here.

You can just log in to your Paypal account and cancel your subscription from there.

Once done, you can confirm it by checking out your Payment History > Details of my Subscription Plan.

The status should show as 'Cancelled'. Once cancelled, your autobilling will stop. It takes some time to get the changes reflected in your account.

You can also write us at support@kloudconnectors.com to cancel your subscription.

Do I have to go to my Paypal account every month to renew my subscription ? Or Do you Autobill ?
We want you to save some hassles. So we would be automatically deducting the monthly subscription charges from your account till you choose to cancel it.

My ZTQBOnline connector is not running. What should I do ?
Log in to your account. Click on the ‘My Account’ link , then click on Sync Errors of your Connector.

You will get to see why exactly the connector did not run.

Quick Checklist to fix your issue
7 out 10 times, this checklist has helped our customers to solve their issue immediately.

• Check if the credentials Zoho Auth token  you entered is right and valid.
• Check if the Sync has taken place before expecting results
  (you can check the Sync Timings in your account)
• Check if there is any data in your Zoho CRM or if there are any recent changes to the Zoho CRM data
  (Connector is designed to sync the recently done changes)

Good news is we have made our product in such a way that you can fix most of the issue right from your place.
But if you are not able to fix it, you can always talk to us at support@kloudconnectors.com

At what time my Sync will happen ?
Just Login to your account. Click on the ‘My Account’ link , then click on Sync Timings of you Connector.
You will get to know sync timings.

Did my Sync happen at all ?
Why don’t you find it out yourself?
Just log in to your account and check the tab Sync Timings and Sync Details.

Here you will get to know whether your last Sync happened or not, at what time did it happen and how it went through.

Where can I get help if I face any issue ?
You can go through FAQs to fix your issue yourself
You can log in to your account and check sync errors and try to fix it yourself
You can chat with our support agent at Kloud Connectors
And of course You can always write to us at support@kloudconnectors.com

Is my Information safe ?
We take your data safety very seriously. We are ISO 9001 organization. That’s why we use servers. It’s your data and you solely should control it. With this belief, we have strived to give you more and more control and visibility of your data in our every product.

Does it affect my Zoho account or QuickBooks account ?
Not at all. Your Zoho account and QuickBooks account will work just fine.
Using our connector does not change anything in either of your accounts.