CRM Compatibility :

Edition: Open Source

Version: 1.5 & above

JoforceCRM 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 Order and Invoices.
  • Schedule sync with Cron to run sync at non-peak hours.
  • Send record with particular status to QuickBooks.
  • Unique field mapping for each supported JoforceCRM modules.
  • Sync selective records of modules that allow to send records to QuickBook.
  • Email notification for both failure and successful sync.

Single Domain

1 Year Free Support & Upgrade

Requires ionCube Loader (10 or ↑)

How JoforceCRM QuickBooks Integration works

Connect Joforce & QB

Combine your QuickBooks and JoforceCRM 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 JoforceCRM info to QuickBooks using filters.

Products Demo

Product Demo

Try on your own and get to know more about Joforce Quickbooks Integration.

Connect Joforce & QuickBooks

Hit the ‘Connect to QuickBooks’ button to combine JoforceCRM and QuickBooks together.

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Map the related fields

Map JoforceCRM fields with the corresponding QuickBooks fields.

map-crm-qb-fields

Data Synchronization

Sync all your records data in just a few minutes or schedule the process to run later.

sync-joforce-and-qb

Sync Logs

Review logs to know sync status for every record.

sync-logs

Email notification settings

Enables you to get the sync info inside your inbox with different notification trigger options.

get-notified

Features

Features

Perform 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
  • JoforceCRM QuickBooks Integration lets you sync records instantly in a click.
  • Keep maintaining your CRM and accounting software up-to-date by scheduling sync based on Cron.
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 fresh data without any difficulties by scheduling sync.
Mapping fields
  • Map JoforceCRM fields with QuickBooks fields to sync data in the appropriate location.
  • Sync selective Joforce records to QuickBooks using filters like select, approved, auto created, and more for invoice.
Review your logs
  • Never lose 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 inside your inbox.
  • Configure notifications to trigger instantly or weekly or monthly once.
  • Keeps you updated about every sync that happens between JoforceCRM and QuickBooks.
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