Syncing Data with the Zoho QuickBooks Online Integration

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 integration.  To do this, please follow these steps:

  1. Log into the ZBrains dashboard if you have not already done so.
  2. Re-confirm your field mappings and your sync direction.
  3. Open your platform of origin, either QuickBooks Online or Zoho CRM, and create a test Customer (in QuickBooks) or Account (in Zoho), making sure to include data in fields you have mapped in your dashboard. The sync will run automatically every 5 minutes, so please wait and confirm your test record has appeared in the destination platform after enough time has passed. Use the Logs module in your navigation bar to check on synced records.
    Please note: Users are unable to modify the sync interval currently, but this feature will probably be included in the next release.
  4. Open your platform of origin again, and create a test Item (in QuickBooks Online) or Product (in Zoho CRM), making sure to include data in mapped fields.  Again, wait until enough time has passed for the sync to occur.  Use your Logs module to check on synced records.
    Please note: Once you have confirmed your Products or Items sync correctly, you may create a test transactional record as your service plan allows, but please ensure products or items used as transactional line items are synced to both systems before using them in transactional records. If these line items are not synced across platforms before creating a transactional record to sync, the transactional record you create will not sync.
    Also note: At present, the integration will only sync "inventory" type items.  (If you attempt to sync items of other types, these will not sync.)  Syncing for all types of items will be available in a future release.

Once you have confirmed the integration functions to your liking, there’s nothing else to do: the Zoho QuickBooks Online integration will continue to run at 5-minute intervals, syncing any records you input or modify across platforms as you specify in your sync direction settings.

To access the ZBrains dashboard, please click here.


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