{"id":74111,"date":"2024-03-12T04:44:00","date_gmt":"2024-03-12T12:44:00","guid":{"rendered":"https:\/\/cirahub.com\/?p=53610"},"modified":"2024-03-12T04:44:00","modified_gmt":"2024-03-12T12:44:00","slug":"two-way-sync-contacts-deal-cloud-and-quickbooks","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/contact-sync\/two-way-sync-contacts-deal-cloud-and-quickbooks\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and QuickBooks"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to <\/span><strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Deal Cloud and QuickBooks.<\/span><\/p>\n<p>Syncing contacts in these two platforms offers plenty of benefits for organizations of all sizes. Deal Cloud provides a window into customer interaction, buyer, and sales opportunity. QuickBooks paints a complete picture by showing all financial transactions coupled with payments and invoices. Synchronizing the contacts in the two platforms provides sales departments with much better understanding not only on how the customers have interacted but also financial implication resulting from those interactions.<\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">Two-way sync<\/a><\/strong> feature, you can:\u00a0<\/span><\/p>\n<ul>\n<li>Two-way sync <span data-contrast=\"none\">Deal Cloud <\/span>contacts with <span data-contrast=\"none\">QuickBooks<\/span>.<\/li>\n<li>Update contacts simultaneously across the two platforms<\/li>\n<li>Without producing duplicates, CiraHub effortlessly syncs and moves data from <span data-contrast=\"none\">Deal Cloud <\/span>to <span data-contrast=\"none\">QuickBooks<\/span>.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way contact sync between <\/span><span data-contrast=\"none\">Deal Cloud <\/span><span data-contrast=\"none\">and QuickBooks.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_QuickBooks\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">QuickBooks<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW174676568 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\">. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the &#8222;C<\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW174676568 BCX0\">ontacts&#8220; object<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\"> has been selected.<\/span><\/span><span class=\"EOP SCXW174676568 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40642\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" alt=\"Hub and Spoke Setup\" width=\"633\" height=\"437\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54181\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"\" width=\"859\" height=\"473\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg 859w, https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127-480x264.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>3. Select Deal Cloud as the contact spoke type.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/select-dealforce.jpg\" width=\"713\" height=\"527\" \/><\/p>\n<p>4. Type in Deal Cloud API Access information to sync its account data to CiraHub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53535\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg\" alt=\"\" width=\"722\" height=\"526\" \/><\/p>\n<p>5. Type in a Spoke name and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53550\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg\" alt=\"\" width=\"680\" height=\"498\" \/><\/p>\n<p><span data-contrast=\"none\">6. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Create_a_Spoke_for_QuickBooks\"><\/span>Step 2: Create a Spoke for QuickBooks<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span data-contrast=\"none\">7. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke.<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"625\" height=\"343\" \/><\/span><\/p>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a08. <\/span>Select QuickBooks as the contact spoke type.<\/p>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50833\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Select-QuickBooks-as-Contact-Spoke.jpg\" alt=\"Select QuickBooks as Contact Spoke\" width=\"452\" height=\"309\" \/><\/span><\/p>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a09. <\/span>Click Sign in with QuickBooks.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50837\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Click-on-Sign-in-with-QuickBooks.jpg\" alt=\"Click on Sign in with QuickBooks\" width=\"453\" height=\"306\" \/><\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">10. <\/span>Enter in the Name of your Company in QuickBooks and Click \u201cCreate Company\u201d to connect with the CiraHub Connector.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50841\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Click-Create-Company-to-connect-with-CiraHub-Connector.jpg\" alt=\"Click Create Company to connect with CiraHub Connector\" width=\"260\" height=\"405\" \/><\/span><\/p>\n<p>11. Click Connect to Share your QuickBooks data with the CiraHub Connector.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50845\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Click-connect-to-share-your-Quickbooks-data-with-CiraHub.jpg\" alt=\"Click connect to share your Quickbooks data with CiraHub\" width=\"463\" height=\"229\" \/><\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a012. <\/span>Type in a Spoke name and click NEXT.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50849\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Type-in-spoke-name-and-click-next.jpg\" alt=\"Type in spoke name and click next\" width=\"429\" height=\"295\" \/><\/span><\/p>\n<p>13. Type in a Hub name and Click CREATE.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50853\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Type-in-Hub-name-and-Click-Create.jpg\" alt=\"Type in Hub name and Click Create\" width=\"443\" height=\"306\" \/><\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"16_Next_right_click_your_spoke_and_select_%E2%80%9CSync_Options%E2%80%9D_From_there_click_the_box_%E2%80%9CAllow_Hub_to_create_and_sync_items_in_this_spoke%E2%80%9D_This_will_enable_2-way_synchronization_between_the_Hub_and_your_spoke\"><\/span><span class=\"EOP SCXW102445665 BCX0\" style=\"color: #666666; font-size: 14px;\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span data-contrast=\"none\">16. Next, right click your spoke, and select \u201cSync Options\u201d. From there\u00a0 click the box \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable 2-way synchronization between the Hub and your spoke.<img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Right-click-your-spoke-and-select-sync-options.jpg\" alt=\"Right click your spoke and select sync options\" \/><\/span><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h3><span class=\"ez-toc-section\" id=\"17_Click_on_%E2%80%9CAllow_Hub%E2%80%9D_to_create_and_sync_items_in_this_spoke_This_will_enable_two-way_synchronization_from_the_endpoint_to_the_Hub_database_and_back\"><\/span><span class=\"EOP SCXW102445665 BCX0\" style=\"color: #666666; font-size: 14px;\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span data-contrast=\"none\">17. Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the Hub database and back.<\/span><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55672\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/03\/quickbooks-allow-hub-to-create.png\" alt=\"quickbooks allow hub to create\" width=\"702\" height=\"488\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"18_Click_on_%E2%80%9CSync_now%E2%80%9D_in_order_to_enable_a_2-way_sync_for_the_current_spoke_to_two-way_sync_between_an_Exchange_Server_Mailbox_and_a_Microsoft_365_Public_Folder_You_can_also_edit_any_synchronization_options_for_each_of_your_spokes_down_below\"><\/span><span class=\"EOP SCXW102445665 BCX0\" style=\"color: #666666; font-size: 14px;\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span data-contrast=\"none\">18. Click on \u201cSync now\u201d in order to enable a 2-way sync for the current spoke to two-way sync between an Exchange Server Mailbox and a Microsoft 365 Public Folder. You can also edit any synchronization options for each of your spokes down below.<\/span><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55676\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/03\/quickbooks-click-sync-now.png\" alt=\"quickbooks click sync now\" width=\"475\" height=\"479\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub!\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">CiraHub is a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync<\/a> platform for shared contacts and calendars for <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/office-365\"><span data-contrast=\"none\">Microsoft 365<\/span><\/a><span data-contrast=\"auto\">, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click here to learn more about how you can start a <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">CiraHub trial<\/a> today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to two-way sync contacts between Deal Cloud and QuickBooks. Syncing contacts in these two platforms offers plenty of benefits for organizations of all sizes. Deal Cloud provides a window into customer interaction, buyer, and sales opportunity. QuickBooks paints a complete picture by showing all financial transactions coupled with payments [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1420,13556,1459],"tags":[],"ppma_author":[13535],"class_list":["post-74111","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-crm","category-support","rawdate-2024-03-12"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to\u00a0Two-Way Sync Contacts Between Deal Cloud and QuickBooks &#8212; CiraSync<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cirasync.com\/de\/contact-sync\/two-way-sync-contacts-deal-cloud-and-quickbooks\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and QuickBooks\" \/>\n<meta property=\"og:description\" content=\"This comprehensive article will outline how to two-way sync contacts between Deal Cloud and QuickBooks. 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