Implementation
1. Integration Flow
2. Description :
1. There will be option to download the QWC file from CRM settings. This is required to upload that file to QWC connector. The QWC file has value automatic set based on logged in user.
2. Variance InfoTech team develop the code to connect vTiger with QuickBooks using QB Connector.
Code will generate for following modules
– Quotes
– Invoice
– Sales Order
– Payment Info
3. There is option in listing page of all above module to sync current record with QuickBooks record.
4. There will be Custom field module which will use to map field of QuickBooks with the field of respected module of vTiger.
5. Client has to provide the information on which primary field needs to use to Sync records in QuickBooks and vTiger.
Hardware Software Requirement:
– QuickBooks Pro. Latest version
– QuickBooks connector
– Access of vTiger CRM Website URL.
Screen shots:
1. QuickBooks Sync Link on Listing page
2. QWC file download option under settings.
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