[QBO] Why can't I see my products mapping or transactions mapping?
If you use our
Zoho QuickBooks Online integration and, upon logging in for the first time, you don't see any field mapping options possible for items or products, this is an easy problem to fix.
Solution 1: Check your Zoho CRM subscription and upgrade to at least the Professional version if necessary. Only Zoho CRM Professional edition and above supports the products module and other transactional modules like invoices, quotes, sales orders, and purchase orders. If you are already on Professional edition or above (or a free trial of one of those editions), proceed to Solution 2.
The integration populates mapping options for items or products by observing which fields are in use by inventory-type items, so the integration will not see fields that are not in use by at least one of your inventory items.
Solution 2: Create a test record (or an actual record) in QuickBooks Online that utilizes all possible fields. The integration will use these filled fields to populate the integration dashboard, and after 10 minutes or so you'll be able to map Zoho fields to these QuickBooks fields.
Related Articles
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 ...
VI. Zoho QuickBooks [Online] Integration | Getting Data to Sync
Are you looking for the QuickBooks Desktop syncing tutorial? Click here. After familiarizing yourself with the various components of the integration dashboard, you should run a sync with some test records to confirm the functionality of the ...
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 ...
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 ...
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 ...