VTiger 7 CRM gives liberty to align and synchronize your QuickBooks Desktop with the CRM. It will empower you to sync Contacts, Products, Services, and Invoices among VTiger 7 CRM and QuickBooks. The synchronization of above-mentioned things works in both ways, which means information that is incorporated in one platform will be automatically updated on the other one.
Minimum Requirement: To avail this feature, Sales Professional or Ultimate Edition is required.
Make yourself ready before-hand. Following is the list of software required to be incorporated in your system prior to carrying out the original installation process:
You can sync data like Contacts, Products, Services, and Invoices between QuickBooks and VTiger 7 CRM. To start this process select suitable module, you can do it by marking the checkboxes corresponding to the desired module. You can also choose the direction of the flow of data.
Once the synchronization is done, VTiger 7 does not remove or delete any record saved on your QuickBooks and vice versa.
Consider a “Contact A” which is saved on both platforms. Assume you removed this “Contact A” from VTiger 7 CRM and execute sync operation, the “Contact A” will still be saved in QuickBooks. Similar is the case if you delete a record from QuickBooks and then sync it with VTiger 7
Modules are named slightly different in QuickBooks Desktop. There is no need to be confused. Following list will help.
Items / Services
E.g. if you synced Contacts from VTiger 7 to QuickBooks, the synced data should be available under the module name “Customers”.
What is Field Mapping
The purpose of field mapping is to make sure mutual transfer of information takes place between QuickBooks and VTiger 7 CRM
Synchronizing Products & Services
Inventory / Non-Inventory Item Name
Service Item Name
QB Invoice No
Invoice Due Date
Invoice Due Date
Vtiger Shipping Tax
Vtiger Adjustment Add
Vtiger Adjustment Deduct
Configuring the Sync Direction and Choosing Modules
VTiger 7 CRM empowers you to choose the direction of data flow as well as the modules you want to sync.
To start the sync process, follow below provided steps:
First of all, choose and click on QuickBooks option from “Inventory” App
Then choose Sync Settings
Choose desired modules using checkboxes
Choose the direction of sync i.e.
QuickBooks to VTiger 7
VTiger 7 to QuickBooks
Sync both ways
Save your Settings
Afterward, go to QuickBooks Web Connector. Mark the checkbox located next to VTiger Application and choose Updated Selected option
Important Checklist before Performing Synchronization
Read the following carefully before starting the syncing process:
Mandatory: Activate “Sales Tax”! Do it by clicking Settings (wheel) icon > CRM Settings > Other Settings > Tax Calculations > enable Sales tax under Product & Service Taxes
Mandatory: Enable “Inventory” in QuickBooks. For that, press Edit > Preferences > Items & Inventory > Company Preferences > Click the checkboxInventory and Purchase orders are active > Click OK
Mandatory: Create an “Income” account in QuickBooks named as VTiger 7 Account. Go to Lists > Chart of Accounts > Right Click your Mouse > New > Select type Income > Continue > Provide VTiger 7 Account > Save and Close. This account will be used to contain the synced Products and Services from VTiger to QuickBooks.
Mandatory: Running Sales Tax module in QuickBooks. For that, go through Edit > Preferences > Sales Tax > Company Preferences > Click on the radio button Yes > Click Add sales tax item > Select Sales Tax Item > Provide desired Sales Tax Name and Tax Rate > Click OK.
Things to be kept in mind:
Vtiger to QuickBooks
In QuickBooks, there is a character limit for some certain fields and if you exceed that limit, field values are reduced. An example is when UTF-8 characters are synced.
Products will be synced as type inventory from VTiger 7 CRM to QuickBooks
Services will be synced as type Service in QuickBooks from VTiger 7
When invoices are syncing from VTiger 7 to QuickBooks, six lines are incorporated in QuickBooks account.
o VTiger 7 Invoice Tax: VTiger 7’s taxes will be connected to the line item.
o VTiger 7 Discount Amount: VTiger 7’s invoices discounts are calculated as a single discount and are mapped to the line item.
o VTiger 7 Adjustment Add: VTiger 7’s adjustments (add) from invoices are linked to the line item.
o VTiger 7 Adjustment Deduct: VTiger 7’s adjustments (deduct) from invoices are associated to the line item.
o VTiger 7 Shipping Charges: VTiger 7’s shipping charges are mapped to line items
o VTiger 7 Shipping Taxes: VTiger 7’s shipping taxes are mapped to line items
Changes incorporated in above-mentioned line items will influence the real values in VTiger 7. For Example adjustments in VTiger 7, Shipping Charges line item in QuickBooks will impact shipping charges in Vtiger Invoice
Refrain to sync QuickBooks invoices possessing both VTiger 7 adjustments add and VTiger 7 adjustments deduct
QuickBooks to VTiger 7
Type Inventory Part and Non-inventory part items are treated as products while syncing in VTiger 7
Type service and Other charge type items of QuickBooks are treated as services in VTiger 7 after syncing.
Other types of items in QuickBooks are not synced with VTiger 7. Eg: Group, Sub Total, Payment, etc.