[QBD] Inventory Settings lets me map incoming QB items to one set of accounts, but can I change this per item?
In some situations, not all inventory you sync from
Zoho CRM to QuickBooks Desktop should be mapped to the same required inventory accounts - for example, you might map services to a different set of accounts than products, and by default the integration will want to put every inventory item into one bucket for each account. Fortunately, there is a workaround for this.
Solution:
1. Add custom fields for COGS Account, Income Account, and Asset Account to your Zoho products module. Fill in these account picklist selections with the appropriate choices for each account.
2. In the ZBrains dashboard, navigate to Products mapping. You will see COGS Account, Income Account, and Asset Account listed and probably filled in with static values, the same ones selected in Settings>>Inventory Settings. Uncheck these static field checkboxes and instead fill in the chart of accounts' fields with the newly created custom fields from Zoho. Save these changes.
3. Newly created products in Zoho CRM will sync to QuickBooks with the proper inventory accounts referenced if they are selected in Zoho CRM.
Note: If no inventory accounts are selected at all, the sync will fail. You may want to make these custom fields in Zoho CRM mandatory for this reason.