Our company is using ZOHO CRM to manage client and deal info, and Quickbook for accounting. We are exploring the way to connect CRM with QB. The main goal is to:
Link the records on QB (invoice, purchase order, credit card expenses) to CRM's project records. Ultimate goal is to track the expenses per project.
Possible way is to fetch the data from QB to ZOHO and associate them with a project name on ZOHO CRM;
Another way is to push the project data from ZOHO to QB and add a customized field on QB called "Project" and allow user to lookup for project info.
ZOHO QB connector:
[url removed, login to view]
If you have experienced with that please kindly contact me.
36 freelancers estão ofertando em média $1845 para esse trabalho
I will build the Connecting CRM with QB. I have exp with ZOHO CRM and QB Relevant Skills and Experience ZOHO , QB Proposed Milestones $13235 USD - milestone