Whether you’re a freelancer or a business owner, you require accounting to make your company’s budgets, track cash flow, and make financial decisions. Chances are that you use a separate tool for accounting and manually send your transactions into that tool to account for them. But what if you could cut down on this busy work and automate the process of accounting?
We now provide the integration with QuickBooks Online to help you stay up to date with your cash flow automatically. By integrating Zoho Invoice and QuickBooks Online, you can save time and accelerate your accounting and invoicing.
Let’s take a look at how you can benefit from this integration.
Set up once, stay in sync always
Save yourself the trouble of redundant data entry while accounting. All you need to do is configure the integration initially to bring your customers from QuickBooks Online into Zoho Invoice and export your transactions in Zoho Invoice to QuickBooks Online. From then on, this information is shared between the two apps automatically, providing your sales and finance teams with an integrated platform to work on.
Automate your bookkeeping
Bookkeeping can be a tedious job if you have to enter every invoice manually, map the payments, and track the different accounts. But with the Zoho Invoice-QuickBooks Online integration, you can automate this whole process. Whenever you record a sale and receive payment via Zoho Invoice, it’ll be accounted for in QuickBooks Online instantly.
Customize the integration
Choose what you want to account for in QuickBooks Online and how you want to move data. If you give customer credits, they can be synced to QuickBooks Online as well, along with all your unpaid and paid invoices. Whenever a new customer is added in QuickBooks Online, their info can be made available in Zoho Invoice immediately with the help of instant sync.
How to get started
It’ll only take you a couple of minutes to set up the QuickBooks Online integration. Log in to your Zoho Invoice organization, go to Settings, and select Integrations. In the Accounting menu, click Connect to QuickBooks. You’ll be able to set up the integration from here. For the step-by-step instructions, refer to our help document.
Try out the integration and let us know your thoughts on it in the comments below. If you have any doubts, you can always write to us at email@example.com and we’ll help you out.