How to Two-Way Sync Contacts Between QuickBooks and Zoho

Are you looking for a platform that will let you sync your QuickBooks Contacts with your Zoho Contacts? If so, then you are in the right place! With Cirahub’s Two-way Contact Synchronization tool, it is now simple to maintain current contact information in both QuickBooks and Zoho Contacts. 

It lets you set up two-way or multi-way sync schedules that sync contact information automatically. This article will outline how to two-way sync contacts between QuickBooks and Zoho. 

Thanks to this two-way sync feature, you  

  • Can access your QuickBooks contacts in Zoho.  
  • Can access your Zoho contacts in QuickBooks.  
  • Make it easier to Import your QuickBooks Online accounts and contacts into Zoho Inventory.

  This article will show you how to enable a two-way sync for QuickBooks and Zoho. 

Create a Spoke for QuickBooks

1. Log into CiraHub. You will be taken to the onboarding wizard.

Log in to CiraHub and select contacts as the object to sync

2. Next, you’ll need to choose the type of object you want to sync. Select “Contacts.”

Select the Contacts object

3. To start your Hub and Spoke setup, click “CRM” as the source type of your contact spoke, then select “Quickbooks” from the list of CRMs and click NEXT.

Select Crms as the source type of your contact spoke

4. Click “Sign in with QuickBooks” and enter your company’s name, then click “Create Company” to connect with the CiraHub Connector.

Connect CiraHub to QuickBooks

5. Enter a name for your current spoke and click “CREATE.”

Name your spoke

 7. Type in a Spoke name and click NEXT.

Type in spoke name and click next

8. Type in a Hub name and Click CREATE.

Type in Hub name and Click Create

Create Zoho Spoke

9. Select the option to add an Additional Spoke.add spoke

10. Click on “CRMs” as your source type for your contact spoke. .

11. Select Zoho as the contact spoke type.

12. Select Zoho Credentials to access its data.

13. Sign in to your Zoho Account. 

14. Click Accept to give CiraHub access to your Zoho account. 

15. Type in a spoke name and click CREATE.

16. Next, right click your spoke, and select “Sync Options”. From there  click the box “Allow Hub to create and sync items in this spoke.” This will enable 2-way synchronization between the Hub and your spoke.Right click your spoke and select sync options

17. Click on “Allow Hub” to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the Hub database and back.Click allow hub to create and sync items from this spoke

18. Click on “Sync now” in order to enable a 2-way sync for the current spoke to two-way sync between an Exchange Server Mailbox and a Microsoft 365 Public Folder. You can also edit any synchronization options for each of your spokes down below.

Click sync now to two-way sync items

Why Two-Way Sync QuickBooks with Salesforce

Due to its seamless integration with almost all online services, Zoho is one of the best CRMs available. It is an extremely effective tool for organizations to share customer data with their employees and coworkers. 

Use CiraHub to start two-way syncing your QuickBooks and Zoho contacts! CiraHub ensures that your customer data is immediately synced, eliminating any possibility of duplication or tricky situations. CiraHub offers a 60-day trial period for its new customers. Start yours today!  

How Would Your Business Change if You Could Two-Way Sync Contacts Between Your CRMs, Google, and Microsoft Apps!

Try for Free.

jon-harris

Jon Harris is a Technical writer with experience working for cybersecurity and tech related companies. He has a bachelor's degree in computer science and likes to read, hike, and fish in his spare time. He began his career in computer science before pursuing a career as a writer, and editor.