Zoho Desk
QuickBooks

Zoho Desk and Quickbooks Integration

Seamlessly connect Zoho Desk with QuickBooks to streamline your customer support and accounting workflows.

Explore Triggers and Actions

New Ticket Status Change
Trigger new event when a status ticket is changed.
New Agent
Trigger new event when a new agent is created.
Deleted Article (Instant)
Trigger new event when an article is deleted from the recycle bin
New Account
Trigger new event when a new account is created.
New Article (Instant)
Trigger new event when a new article is created
New Contact
Trigger new event when a new contact is created.
New Ticket Attachment
Trigger new event when a new ticket attachment is created.
New Ticket Comment
Trigger new event when a new ticket comment is created.
New Ticket Message
Trigger new event when a message ticket is created.
Create Purchase
Creates a new purchase.
Create Sales Receipt
Creates a sales receipt.
Delete Purchase
Delete a specific purchase.
Get Customer
Returns info about a customer.
Get Bill
Returns info about a bill.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase Order
Returns details about a purchase order.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Zoho Desk and Quickbooks?

The Zoho Desk and QuickBooks integration empowers your support and finance teams to work in harmony. Automatically sync customer data, invoices, and payment statuses between Zoho Desk and QuickBooks, enabling faster issue resolution and accurate financial tracking. This integration reduces manual data entry, improves billing accuracy, and enhances overall operational efficiency.

Connect
Zoho Desk
and
QuickBooks
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What benefits does the Zoho Desk and QuickBooks integration offer?

This integration helps you automate data synchronization between customer support and accounting, reducing errors and saving time. It enables your team to view invoice and payment details directly within Zoho Desk tickets, improving customer interactions and speeding up issue resolution.

How do I connect Zoho Desk with QuickBooks?

You can connect Zoho Desk to QuickBooks through the integration settings in Zoho Desk. Simply authenticate your QuickBooks account and configure the sync preferences to start sharing data between the two platforms.

Which data syncs between Zoho Desk and QuickBooks?

Customer information, invoices, payment statuses, and transaction details are synced between Zoho Desk and QuickBooks. This ensures your support agents have up-to-date financial information when assisting customers.

Is the integration secure?

Yes, the integration uses secure OAuth authentication and data encryption to protect your sensitive customer and financial information during data transfer.

Can I customize the integration to fit my business needs?

Absolutely. You can configure which data fields to sync and set up automation rules to tailor the integration according to your specific workflows and requirements.

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