Here’s how to fill out the signup form for the DIY QuickBooks
integration. The form’s purpose is to collect some basic information,
then let you create a username and password to access the integration
dashboard, where you’ll be able to configure mapping from QuickBooks to
Zoho by yourself.
First Name, Last Name, Company Name: Hopefully these are self-explanatory! If not, give us a call and we’ll try to help.
Email: This can be any email, not necessarily your
Zoho email. We’ll use it to send you announcements, links to the
integration dashboard and to other integration-related content as
necessary (but not too often – don’t worry).
Select Plan: Use the drop-down menu to select the
syncing plan you’d like to use. All premium plans require entering a
credit card number, but you won’t be charged until after your 15-day
free trial.
Create Username: This is what you’ll use to log into the integration dashboard. Make it something you won’t forget!
Create Password: You’ll use this not only to log
into the integration dashboard, but also to authenticate the QWC file
that the QuickBooks Web Connector will use to run the integration.
Again, make sure this is one you won’t easily forget!
Authentication – file path of QBW: This is the QuickBooks company file path we’ll use to connect to your QuickBooks.
Zoho Email Address, Zoho Password: Please make sure these are the admin’s credentials.
Zoho Authentication Token: You can generate one of
these by logging into your Zoho CRM, clicking the “tools” icon (the one
with the two wrenches), and clicking Setup.
Sync historical data (for either annual premium customers or monthly or freemium customers who purchased the add-on): The Module options refer to the modules within Zoho you’d like to sync with QuickBooks.