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
- Log into the ZBrains dashboard if you have not already done so.
- Re-confirm your field mappings and your sync direction.
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
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.
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
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.
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 [Desktop] Integration | Getting Data to Sync
Are you trying to find the QuickBooks Online syncing tutorial? Click here instead. I. Downloading and uploading the QWC file. Before syncing for the first time, you'll need to move a QWC file from the ZBrains dashboard to your QuickBooks Web ...
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 ...
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 ...