Bigin Integration with QuickBooks Online

Supercharge your sales team's productivity with seamless access to accounting data right inside Bigin.

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QuickBooks Online for Bigin Extension

Our QuickBooks Online for Bigin Extension allows you to sync data from QuickBooks Online to Bigin seamlessly. The sync process is automated and runs in the background, ensuring your CRM and accounting data is always accurate and up-to-date across both platforms. This eliminated the risk of errors from manual data entry by ensuring seamless data flow between your CRM(Bigin) and accounting system(QuickBooks Online)

You can also create invoices and estimates directly from Bigin's contact records, which are then automatically synced to QuickBooks Online. This eliminates the need to create the same invoices on both platforms. It also helps you keep track of your invoice date & due amount,outstanding invoices amount, and estimates transaction status (Accepted,Pending,Rejected,Total,Converted). Moreover, you will be able to access all your invoices and estimates in one place - Bigin Contact records.

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Key Features

Data Synchronization: Keep your Contacts(Customers) and Products(Products) in sync between Bigin and QuickBooks Online, eliminating data discrepancies and ensuring data consistency across both platforms.
Ability to sync customers and Products information between Bigin and QuickBooks Online, ensuring data consistency across both platforms.
Users can Create,View, and Sync invoices in QuickBooks Online directly from Bigin contact records.This enables users to quickly access the information they need to view the detailed invoices and estimates right inside Bigin.
Ability to create, view, and sync estimates in QuickBooks Online directly from Bigin contact records. With this feature, you can access estimates and status information in QuickBooks Online directly from Bigin, and status changes are instantly reflected in Bigin.
Foster seamless collaboration between your sales and accounting teams with a unified view of customer & accounting data in Bigin

Benefits you get when using QuickBooks Online for Bigin Extension

Improved Sales Productivity: Focus on building relationships, not data entry. The extension automates manual tasks, freeing up your sales team to focus on closing deals
Better Collaboration: Facilitate better collaboration between your sales and finance teams. With synchronized data, both teams have access to the same information, improving communication and coordination.
Eliminated data silos: The QuickBooks Online for Bigin extension breaks down barriers between sales and finance departments, promoting better collaboration and data consistency across the organization.
Improved Customer Service: Provide faster and more accurate service to your customers by having up-to-date financial and sales information readily available within Bigin. This information allows you to provide more personalized service and address customer inquiries more effectively.
Gain Real-Time Financial Insights: Sales teams can access up-to-date financial information, including invoices, estimates, and payment history, directly within Bigin, allowing sales teams to make informed decisions quickly.

What are you waiting for? Install the QuickBooks Online for Bigin Extension today and experience the benefits for yourself.

See How Bigin Integration with QuickBooks Works

The integration between Bigin and QuickBooks Online must be authenticated and authorized. To do this, configuring the necessary settings and authorizations from the extension settings page and it must be performed to seamlessly transfer data from QuickBooks Online to Bigin. This step ensures that both platforms can transfer data with each other securely.

Field mapping between QuickBooks Online and Bigin

Our Field Mapping feature ensures seamless integration by allowing you to map the standard and mandatory fields of QuickBooks Online with their corresponding fields in Bigin. This functionality guarantees that data types are compatible across both platforms, maintaining data integrity and accuracy.

Our Field Mapping feature ensures seamless integration by allowing you to map the standard and mandatory fields of QuickBooks Online with their corresponding fields in Bigin. This functionality guarantees that data types are compatible across both platforms, maintaining data integrity and accuracy.

Field mapping for contact mapper in bigin for quickbooks

Field mapping for Product Mapper in bigin for quickbooks

QuickBooks Customers <--> Bigin Contacts

By using our QuickBooks Online for Bigin Extension, creating contacts in Bigin automatically triggers the creation of corresponding customers in QuickBooks Online. This seamless data sync ensures that your contact information remains synchronized across both platforms. It eliminates the need to enter data into both platforms manually, saving you time and making it easier to manage customer records.

With accurate and up-to-date customer data readily available in both Bigin and QuickBooks Online, you can make informed decisions.

Note: If you wish to do a manual synchronization from QuickBooks Online to Bigin, we have provided the option to pull the changes from QuickBooks Customers to Bigin Contacts.

Sync QuickBooks Products with Bigin Products Seamlessly

Gone are the days of manually updating product details. With our extension, you can directly sync changes made in QuickBooks Online or Bigin to QuickBooks Online or Bigin. This not only saves time but also eliminates errors that can occur from manual data entry.

By keeping product data synchronized between QuickBooks Online and Bigin, enabling your teams to work with the most accurate product information, whether they're handling sales, inventory, or customer queries.

Note: If you wish to do a manual synchronization from QuickBooks Online to Bigin, we have provided the option to pull the changes from QuickBooks Products to Bigin Products

Create QuickBooks Invoive from Contact records in Bigin

View QuickBooks Estimate Detailed view in Bigin

Overview of Invoices and Estimation from QuickBooks in Bigin

Create, View, and Sync QuickBooks Invoices & Estimates from Bigin Contact Records

With our QuickBooks Online for Bigin Extension, you can now create invoices and estimates directly from Bigin’s contact records. No more tab switching—once you generate an invoice or estimate in Bigin, it’s automatically synced to QuickBooks Online, eliminating double entry and ensuring data consistency & accuracy across both platforms.

But that's not all. Our extension also keeps you on top of your financial transactions by tracking invoice details like invoice dates, due amounts, outstanding invoices, and the status of your estimates—whether they're accepted, pending, rejected, or converted. Everything you need to know about Invoices & Estimates is now conveniently housed in one place—your Bigin contact records.

Want a quick, personalized walkthrough demo of how the QuickBooks Online for Bigin extension works?

Zoho Bigin - Quickbooks Integration HelpDoc

Need any help with setting up and configuring the Quickbooks extension in your Zoho Bigin account? Refer to the help doc for detailed instructions.

Open Help Doc

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Need a custom Bigin integration? We build custom Bigin extensions, or third-party integrations tailored to your business.

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Get a personalized demo of QuickBooks Online for Bigin

A respective person from our Zoho Extension Development Team will reach out to you for a 1:1 demo to clarify your doubts and answer any questions you have.

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