I. Zoho QuickBooks Integration | Field Mapping
ZBrains Dashboard >> Mapping This is the default or home page you’ll see upon logging into the Zoho QuickBooks integration dashboard. This screen allows for the mapping of different QuickBooks fields (on the left-hand side, marked by QB icons) with ...
II. Zoho QuickBooks Integration | Sync Logs
ZBrains Dashboard >> Logs You’ll be able to track which records the Zoho QuickBooks integration has interacted with by examining the Logs page. Different log screens are available for each available module, although the screen will default to ...
III. Zoho QuickBooks Integration | Using Filters
ZBrains Dashboard >> Filter By default, the integration will sync any new or modified records across platforms depending on the sync direction you select. If you do not want all new or modified records to sync, you can choose to set criteria the ...
IV. Zoho QuickBooks Integration | Settings Explained
ZBrains Dashboard >> Settings The settings menu is comprised of a few tabs. Their uses and purposes are enumerated here: QB File Path [Desktop customers only]: This field contains the file path to the QuickBooks company file that you used when you ...
V. Zoho QuickBooks Integration | Account & Administration Options
ZBrains Dashboard >> Clicking your Username Clicking your username in the upper right corner of the screen reveals several other options: Change Plan: This displays your current integration plan juxtaposed with other available Zoho QuickBooks ...