Zoho Desk + QuickBooks Online Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Desk and QuickBooks Online
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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.
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 IntegrationsLooking for the QuickBooks Online Alternatives? Here is the list of top QuickBooks Online Alternatives
-
Stripe
-
Paypal
-
Forte Payments
-
PayPro
Best ways to Integrate Zoho Desk + QuickBooks Online
-
Zoho Desk + QuickBooks Online
Create Customer to QuickBooks Online from New Ticket in Zoho Desk Read More...When this happens...
New Ticket
Then do this...
Create Customer
-
Zoho Desk + QuickBooks Online
Create Invoice to QuickBooks Online from New Ticket in Zoho Desk Read More...When this happens...
New Ticket
Then do this...
Create Invoice
-
Zoho Desk + QuickBooks Online
Update Invoice in QuickBooks Online when New Ticket is created in Zoho Desk Read More...When this happens...
New Ticket
Then do this...
Update Invoice
-
Zoho Desk + QuickBooks Online
Create Sales Receipt to QuickBooks Online from New Ticket in Zoho Desk Read More...When this happens...
New Ticket
Then do this...
Create Sales Receipt
-
Zoho Desk + QuickBooks Online
Create Customer to QuickBooks Online from New Contact in Zoho Desk Read More...When this happens...
New Contact
Then do this...
Create Customer
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Desk + QuickBooks Online without coding knowledge. Start creating your own business flow.
-
New Contact
Triggers when new contact is created.
-
New Ticket
Trigger when new ticket comes.
-
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.
-
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.
-
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 Zoho Desk & QuickBooks Online Integrations Work
-
Step 1: Choose Zoho Desk as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick QuickBooks Online as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Zoho Desk to QuickBooks Online.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Desk and QuickBooks Online
Zoho Desk?
Zoho Desk refers to the cloud-based customer support software. It is an integrated customer service app that lets you manage sales leads, communicate with existing and potential customers, track customer support tickets and connect with customers through social networks. In addition to this, it also helps you to generate leads from emails, phone calls and website pages. Zoho Desk is a product of Zoho Corp., a multinational company based in California.
QuickBooks Online?
QuickBooks Online is a cloud-based accounting system that allows its users to track financial information in real-time. It is hosted by Intuit, which was founded in 1983. It provides services to millions of small business owners and freelancers across the world. It offers invoicing, inventory contrp, tracking payments and managing expenses. It also helps users in calculating taxes, fulfilling payrpls, managing budgets and creating reports.
Integration of Zoho Desk and QuickBooks Online
Integration of Zoho Desk and QuickBooks Online is done by exporting data from QuickBooks Online to Zoho Desk. This creates a bridge between QuickBooks Online and Zoho Desk. Hence, all activities performed in QuickBooks Online are automatically synced with Zoho Desk. This means that all customer data created in QuickBooks Online would be available in Zoho Desk too.
Benefits of Integration of Zoho Desk and QuickBooks Online
The integration of Zoho Desk and QuickBooks Online has several benefits to its users:
- Users can manage all their customer support activities through one place. All customer information would be stored in one place only without having to log-in into multiple accounts. Hence, there would be no confusion regarding customer identification and activity history.
- Customers can create a new account in Zoho Desk by using their email address and password directly without entering any further details. Thus, there would be no need for customers to create new accounts in both the applications again.
- As there would be no need for customers to register separately on both the platforms, there would be no friction between customers and business owners.
- Customers would easily pay their bills online without being asked to enter their credit card details twice. Likewise, business owners would not have to ask for credit card details from their repeat customers again.
- All customer information (such as name, address, email address, etc.. would be stored in one place only, making it convenient for the business owner to access them anytime he/she needs to send out marketing offers or reminder messages.
- Business owners can maintain their contacts on a single platform without worrying about losing important contacts if the database is hacked or if any other service provider’s database is stpen by hackers.
- Business owners do not need to worry about losing contact details of their clients when they switch over to another technpogy or when they move around with their devices. All customer information would remain intact even when business owners change their devices or change the applications they use to run their businesses.
The process to integrate Zoho Desk 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.
