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 filled out the integration intake form. The integration uses this file path to connect to your company file and make any changes to records, so please do not modify this file path unless you also replace it with a different one, then click Submit.
Zoho Authtoken: This field contains the Zoho authentication token used when you filled out the integration intake form.
Download QWC File [Desktop customers only]: You can use this button to download a QWC (QuickBooks Web Connector) file onto your computer, to then be used by the QuickBooks Web Connector.
Sales Rep Mapping [Desktop customers only]: This tab displays your QuickBooks users and Zoho users; the purpose of this mapping is to associate records owned by members in your QuickBooks environment with records owned by members of your Zoho CRM environment. Use the drop-down menu in the upper right corner to select which direction you'd like to map, and choose the proper sales representatives to map from the drop-down menus by each of their names, according to the direction you've chosen.
Inventory Settings [Desktop customers only]: This tab displays your three inventory accounts required by QuickBooks Desktop when syncing Zoho product records with QuickBooks item records. (QuickBooks requires these accounts to be associated with each item tracked, while Zoho does not have logic for this setting, so these may not be necessary to map when syncing items only from QuickBooks to Zoho CRM.) These three inventory accounts are the Income Account, COGS (Cost of Good Sold) Account, and Asset Account.
Sync Direction: This tab lists the available module pairs to sync, according to which version of the integration you’re using. You can use the drop-down menu to the right of each module pair to select whether you’d like to sync records in those modules from Zoho to QuickBooks, from QuickBooks to Zoho, both ways (Bi-Directional), or not at all (Disable).
Sync Historical Data [Annual customers only]: This tab lists the available modules from which to sync old records. In this case, an old record is anything created before the integration was implemented, as the integration is designed only to sync new or modified records; in cases where many records are present in one system and manually updating them all in order to trigger the integration’s sync would prove too time consuming, migrating historical data makes sense.
Once your historical data migration tab is activated, you may use the function as often as you’d like.
To access the ZBrains dashboard, click here.