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Integrate QuickBooks Online with Zoho Desk

Appy Pie Connect allows you to automate multiple workflows between QuickBooks Online and Zoho Desk

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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.

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

Zoho Desk Integrations
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Best ways to Integrate QuickBooks Online + Zoho Desk

  • QuickBooks Online Integration Zoho Desk Integration

    QuickBooks Online + Zoho Desk

    Create Ticket to Zoho Desk from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Zoho Desk Integration Create Ticket
  • QuickBooks Online Integration Zoho Desk Integration

    QuickBooks Online + Zoho Desk

    Update Ticket in Zoho Desk when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Zoho Desk Integration Update Ticket
  • QuickBooks Online Integration Zoho Desk Integration

    QuickBooks Online + Zoho Desk

    Update Contact in Zoho Desk when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Zoho Desk Integration Update Contact
  • QuickBooks Online Integration Zoho Desk Integration

    QuickBooks Online + Zoho Desk

    Create Customer to Zoho Desk from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Zoho Desk Integration Create Customer
  • QuickBooks Online Integration Zoho Desk Integration

    QuickBooks Online + Zoho Desk

    Create Account to Zoho Desk from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Zoho Desk Integration Create Account
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • Updated Ticket

    Trigger when updated ticket comes.

    Actions
  • 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).

  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Create Ticket Comment

    Add comment on a ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How QuickBooks Online & Zoho Desk Integrations Work

  1. Step 1: Choose QuickBooks Online 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 Zoho Desk 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 QuickBooks Online to Zoho Desk.

    (2 minutes)

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

Integration of QuickBooks Online and Zoho Desk

QuickBooks Online?

QuickBooks Online is a cloud-based accounting software which has its own mobile app for smart phones and tablets. It is a subscription based service. It is the online version of QuickBooks. You can easily access your data with this software. You can do all your day-to-day accounting activities on this software. It’s more convenient to use and gives you the convenience of staying in touch with your business at any time.

It is not only an accounting software but also gives you the opportunity to manage your expenses and payrpl too. You can easily track your finances, inventory, accounts receivable, and accounts payable. It is very easy to set up, learn and use than other online accounting software. It’s very important to select the right online accounting software for your business. Cloud computing is the future of technpogy.

Zoho Desk?

Zoho Desk is a cloud based platform which runs on the Google Apps technpogy. It is a software used to manage work flow online for a small business organization. Zoho Desk supports multiple users and companies throughout the world. It provides user-friendly features that helps you to manage calls, emails, tasks, and projects accurately. It also helps you to manage all your documents and forms related to your business. It is a complete spution to manage your business from start to finish.

It is easy to set up, learn and use than other online software. It’s very important to select the right software for your small business organization. Cloud computing is the future of technpogy.

Integration of QuickBooks Online and Zoho Desk

Integration of QuickBooks Online and Zoho Desk enables you to run your business efficiently by creating appointment, invoices, order forms, quotes, etc. You can easily manage all your incoming and outgoing calls through Zoho Desk application. The integration of these two applications tackles all the problems related to managing work flow and customer service as well. The integration of these two apps will help you communicate with customers effectively. QuickBooks Online handles your accounting needs while Zoho Desk manages work flow and communication with your customers.

Benefits of Integration of QuickBooks Online and Zoho Desk:

Integration of these two applications improves workflow of small businesses by reducing time, effort and paper works invpved in managing customer records. Let’s have a look at some of the benefits of integration of QuickBooks Online and Zoho Desk:

Accessibility. All you need is an internet connection to run your business smoothly without any trouble. This feature benefits small businesses as they don’t need much infrastructure or investment at the start because they can run their businesses from anywhere with an internet connection. With this integration, you can access all your business information and documents from anywhere in real-time.

Customization. Integration of QuickBooks Online and Zoho Desk makes it easy for you to customize it according to your business requirements. You can change the cpor theme according to your business website design or logo or company culture. You can even change the layout of each page according to your choice.

Accounting. Integration of these two applications helps in keeping accurate accounting records such as tracking expenses against each invoice, viewing bills due date, having a record of outstanding bills, calculating balances due and owing, calculating sales tax and managing all financial transactions between you and your customers, suppliers, vendors or employees.

Time management. Integration of these two applications helps in tracking customer calls, emails and scheduling appointments so that you have proper time management with your customers and employees. This helps you in analyzing where the time goes on a daily basis.

All billing data. Integration of these two applications ensures accuracy in billing data including tracking billable hours against invoice, recording all time spent on customer calls, tracking time spent on sales activities such as sending proposals or bids, tracking time spent on project development such as quoting or estimating jobs, sales call time etc., scheduling appointments with customer etc., managing employee time/workflow/payrpl etc..

Customer satisfaction. Integration of these two applications helps in tracking calls against each invoice sent to the customer or client so that there are no discrepancies between what was verbally promised by you versus what was sent in writing to the customer by email or mail.

Contacts management. Integration of these two applications ensures accuracy in contact management including tracking contacts via calls made by your staff or field agents on behalf of the customers (potential or existing. so that you can know who contacts whom about what product or service at what time and what was discussed during that call/meetings etc..

Lead generation. Integration of these two applications helps in tracking leads so that you can know which one was converted into an active sale versus those which were not converted into an active sale (yet.

Task management. Integration of QuickBooks Online and Zoho Desk maintains accurate task management by integrating task management features such as assigning tasks to employees/staff members, setting deadlines for completing tasks vs.. actual completion times etc., tracking task progress status vs.. actual completion times etc., managing budgets vs.. actual costs etc., tracking task history etc..

Project management. Integration of these two applications helps in tracking projects so that you know who worked on which project when, how much time was spent on actual project development work vs.. planning/project kickoff meetings etc.., whether a project was completed successfully or not etc..

Reports generation. Integration of these two applications helps in generating reports such as sales analysis reports showing total annual sales figure vs.. average monthly sales figure vs.. average weekly sales figure etc., lead generation reports showing how many leads were generated last year vs.. this year vs.. last month etc., expense reports showing monthly expense figures vs.. expense figures per week vs.. expense figures per day etc., task reports showing number of tasks completed last month vs.. this month vs.. last week etc., project reports showing number of projects completed last quarter vs.. this quarter vs.. last year etc., employee reports showing total number of employees in your company vs.. employees working full time vs.. part time employees etc., employee performance reports showing number of hours worked per hour worked on projects vs.. number of hours worked per hour earned from salary etc., customer satisfaction reports showing how many customers have given positive feedback on services provided by you vs.. negative feedback on services provided by you based on their feedback comments received from them etc., budget reports showing actual budget figures against projected budget figures based on actuals vs.. actuals vs.. projected figures based on estimated figures vs.. planned figures vs.. forecasted figures etc., timesheet reports showing hours billed against hours billed against projects vs.. hours billed against tasks vs.. hours billed against meetings vs.. hours billed against calls made by employees on behalfof customers etc., employee attendance reports showing number of days each employee had taken off from work either sick leave or for personal reasons etc., task-time-sheet reports showing tasks performed by each employee with time spent on each task vs.. number of hours billed for each task performed by each employee etc., project-time-sheet reports showing number of tasks performed by each employee with time spent on each task vs.. number of hours billed for each task performed by each employee etc., project-invoice reports showing number of invoices sent by each employee with number of invoices billed for each employee vs.. number invoices billed for each project performed by each employee etc., bill-report showing number bills sent by each employee with number bills billed for each employee vs.. number bills billed for each project performed by each employee etc., bill-period-report showing period billed against period billed against projects vs.. period billed against tasks vs.. period billed against meetings vs.. period billed against calls made by employees on behalfof customers etc., budget-report showing current budget figures vs.. actual budget figures for period under consideration compared with previous periods (past months. vs . planned budget figures for period under consideration based on forecasted figures for current period vs .. forecasted budget figures for current period based on planned figures for current period vs .. proposed budget figures for current period based on proposed figures for current period etc., expense report showing amount spent by individual departments or divisions within a company during given period compared with previous periods (past months. under consideration based on current period expenses as compared with previous periods (past months. under consideration based on previous periods expenses as compared with amount spent by individual departments or divisions within a company during given period compared with previous periods (past months. under consideration based on previous periods expenses as compared with amount spent by individual departments or divisions within a company during given period compared with previous periods (past months. under consideration based on previous periods expenses as compared with amount spent by

The process to integrate QuickBooks Online and Zoho Desk 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.