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CRM Compatibility :
Edition: Open Source
Version: 1.5 & above
Joforce CRM QuickBooks Integration
Product version 1.0
Bypass data inaccuracies and duplicates by integrating your JoforceCRM with QuickBooks.
- 2-way sync of Contacts, Vendors, Products, Quotes, Sales Orders, and Invoices modules.
- Schedule sync with Cron to run sync at non-peak hours.
- Send records with particular status to QuickBooks.
- Unique field mapping for each supported Joforce CRM modules.
- Sync selective records of modules that allow sending records to QuickBooks.
- Receive email notification for both failure and success sync.
$999
Single Domain
1 Year Free Support & Upgrade
Requires ionCube Loader (10 or ↑)
How Joforce CRM QuickBooks Integration works
Connect Joforce & QB
Combine your QuickBooks and Joforce CRM together and start syncing data.
Manual & Automated sync
Send all CRM info to QuickBooks in a matter of minutes with just a click or schedule it to run automatically.
Selective sync
Sync your desired Joforce CRM info to QuickBooks using filters.
Products Demo
Product Demo
Try on your own and get to know more about Joforce Quickbooks Integration.
Joforce Quickbooks Integration
Features
Features
Simple, secure & smart sync
- Sync all data in just a click thereby eliminate manual data entries.
- Bidirectionally sync Invoices, Contacts, Products, Sales orders, and more.
- Secured data sync using QuickBooks API.
- Sync are performed securely with Google API.
Schedule records sync
- Joforce CRM QuickBooks Integration lets you sync records instantly in just a click.
- Keep maintaining your CRM and accounting software up-to-date by scheduling records sync based on Cron setup.
Automated Sync
- Maintaining your growing library records can be tedious, when it needs periodic updates. With JoforceCRM QuickBooks Integration, you can schedule sync to run at specific periodic intervals.
- Get accurate and exact data without any difficulties by scheduling sync.
Mapping fields
- Map Joforce CRM fields with QuickBooks fields to sync data in the configured field location.
- Sync selective Joforce records to QuickBooks using filters like select, approved, auto-created, and more for the invoice.
Review your logs
- Avoid losing data in case of any connection barriers.
- Have a quick glance at logs for both instant and scheduled sync.
- View logs for both failure and success status of records sync.
Engage with email notifications
- Receive notifications for every sync directly inside your inbox.
- Configure notifications to trigger instantly or weekly or monthly once.
- Keep yourself updated about every sync that happens between JoforceCRM and QuickBooks.
