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Odoo CRM + QuickBooks Online Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and QuickBooks Online

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
QuickBooks Online Alternatives

Looking for the QuickBooks Online Alternatives? Here is the list of top QuickBooks Online Alternatives

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Best ways to Integrate Odoo CRM + QuickBooks Online

  • Odoo CRM QuickBooks Online

    Odoo CRM + QuickBooks Online

    Create Customer to QuickBooks Online from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    QuickBooks Online Create Customer
  • Odoo CRM QuickBooks Online

    Odoo CRM + QuickBooks Online

    Create Invoice to QuickBooks Online from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    QuickBooks Online Create Invoice
  • Odoo CRM QuickBooks Online

    Odoo CRM + QuickBooks Online

    Update Invoice in QuickBooks Online when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    QuickBooks Online Update Invoice
  • Odoo CRM QuickBooks Online

    Odoo CRM + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    QuickBooks Online Create Sales Receipt
  • Odoo CRM QuickBooks Online

    Odoo CRM + QuickBooks Online

    Create Customer to QuickBooks Online from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    QuickBooks Online Create Customer
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Odoo CRM + QuickBooks Online in easier way

It's easy to connect Odoo CRM + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

How Odoo CRM & QuickBooks Online Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Odoo CRM to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and QuickBooks Online

The Odoo CRM is a software used for managing sales, marketing and other business operations. It is one of the best open-source enterprise resource planning system (ERP. used for small and big organizations. It is very flexible and easy to use. The Odoo CRM allows small business owners to manage the company's entire sales process easily through direct emailing.

What is Odoo CRM?

Odoo CRM is an open source application used for customer relationship management. It is basically a web-based platform used for managing the entire sales process. The application can be used for managing the company's contacts, leads, accounts, opportunities, invoices, purchase orders, quotations, orders, projects and many more. It is a versatile application and can be customized as per the company's requirement.

What is QuickBooks Online?

QuickBooks Online is a cloud-based business accounting software designed by Intuit Inc. It offers more than 500 business apps including mileage tracking, project management and invoices. QuickBooks Online is compatible with Microsoft Windows, Apple Mac OS X and Linux operating systems. The software offers online payment processing and secure data backups.It automates all the accounting tasks like payrpls, taxes filing, audits and much more. It offers a free trial version that can be used for 30 days before purchasing the full version.

The integration of Odoo CRM and QuickBooks Online can help in reducing the cost of business operations. The integration helps in automating the sales process of the company. It also helps in recording the sales data and traffic statistics in real time. The CRM module of Odoo helps small businesses to manage their sales leads effectively without any difficulty. This helps in increasing the productivity of the organization and improves its productivity.

Integration of Odoo CRM and QuickBooks Online

The integration of Odoo CRM with QuickBooks Online helps in reducing the cost of business operations. The integration helps in automating the sales process of the company like generating quotes, purchase orders, invoices, tracking payments etc. There are many applications available on the Odoo application store that can be integrated with QuickBooks Online for generating invoices automatically from QuickBooks Online accounting software. This integration helps in saving time and resources for filling up invoices manually. Also it will reduce inconsistencies in invoice data caused by manual entries.QuickBooks Online can be integrated with Odoo CRM by using QB2ODOO application available on the Odoo application store . The QB2ODOO application helps in synchronizing the data in both the systems so that data in Odoo CRM can be updated automatically.The integration of Odoo CRM with QuickBooks Online has many benefits as listed below:• It reduces errors caused by manual entry of data in different modules of the Odoo CRM software like sales leads, contacts, customers, quotes etc.• The integration helps in generating accurate invoices automatically from QuickBooks Online without any human intervention.• It reduces manual efforts spent on generating purchase orders and generating invoices manually which improves productivity.• Integration helps in accessing and using information about sales leads and customers across different modules of Odoo CRM software.• Integration provides 24/7 access to sales leads and customer information to employees through mobile devices or computers even when they are outside office premises.• Integration ensures real-time data synchronization between QuickBooks Online accounting software and Odoo CRM software which enhances productivity of employees at workplace by using latest information about customers and sales leads available on their desktop or mobile device.

Benefits of Integration of Odoo CRM and QuickBooks Online

The integration of Odoo CRM with QuickBooks Online has many benefits as listed below:• Integration helps in automating the sales process of the company by generating quotes automatically from Quicken Online accounting software like creating purchase orders automatically once a quote is created.• It also helps in automating invoicing process by generating invoices automatically from QuickBooks Online when a purchase order is created.• Integration ensures real time data synchronization between QuickBooks Online accounting software and Odoo CRM software which enhances productivity of employees at workplace by using latest information about customers and sales leads available on their desktop or mobile device.• Integration helps in accessing and using information about sales leads and customers across different modules of Odoo CRM software without any difficulty which increases productivity of employees and saves costs.• Integration also helps in tracking payments received from customers automatically from QuickBooks Online which saves time otherwise spent on entering payments manually into Odoo CRM software.Conclusion

Integration of Odoo CRM with QuickBooks Online has many benefits as listed above that help in improving productivity of employees at workplace by using latest information about customers and sales leads available on their desktop or mobile device. This integration ensures real time data synchronization between QuickBooks Online accounting software and Odoo CRM software which enhances productivity of employees at workplace by using latest information about customers and sales leads available on their desktop or mobile device without any difficulty which increases productivity of employees and saves costs.

The process to integrate Odoo CRM and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.