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vikingprints-out
Level 1

How do I get all my invoice and customer info from Zoho invoice to QuickBooks please

 
4 REPLIES 4
Charies_M
Moderator

How do I get all my invoice and customer info from Zoho invoice to QuickBooks please

Thanks for coming here today, vikingprints-out.

 

Zoho is a third-party application and is not affiliated with QuickBooks. That said, you'll want to get on touch with the Zoho Support. They can review the settings and integration in order for all of your invoices and customer information to sync in to QuickBooks Online. 

 

You can use Google search to find their most updated contact information.

 

Here's an article for more information about customizing invoices and other sales form in QBO: Customise invoices, estimates, and sales receipts in QBO.

 

To help you with future tasks and tips when using QBO, you might want to visit our Help Articles.

 

Get back to me if you need help about managing invoices in QuickBooks. I'd be happy to assist. Enjoy the rest of the day!

Fiat Lux - ASIA
Level 15

How do I get all my invoice and customer info from Zoho invoice to QuickBooks please

@vikingprints-out 

Do you need to automatically mirror data from Zoho Invoice to QBO and keep using Zoho Invoice, or did you decide to switch from Zoho Invoice to QBO?

vikingprints-out
Level 1

How do I get all my invoice and customer info from Zoho invoice to QuickBooks please

Decided to switch to QuickBooks 

Fiat Lux - ASIA
Level 15

How do I get all my invoice and customer info from Zoho invoice to QuickBooks please

Prepare you QBO account

https://quickbooks.grsm.io/UK

 

the you may have to 2 ways

1. Prepare your data in CSV/XLS format and import your List data (e.g Customers) and Transactions (e.g Invoices).

https://quickbooks.intuit.com/learn-support/en-uk/help-article/import-export-files/common-questions-...

 

2. Purchase a 3rd party conversion service.

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