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 Accounts
if you don’t select an individual module page from the drop-down menu
that appears after clicking.
When the integration interacts with a record, regardless of whether
or not that record has been synced, the record will appear in the log.
Newer synced records appear at the top of the log while older synced
records are pushed to the bottom.
Following is an explanation of the items in the log table itself:
- Module Key: The number that appears here corresponds to a record in Zoho CRM. You can view details for this record by clicking the blue Info button to the right of the record.
- To view the corresponding record directly in the CRM, highlight and
copy (CTRL+C) the number displayed under the Module Key heading,
navigate to Zoho CRM, find the appropriate module, and view any
available record in the module. At the end of the URL for that record
will be a long string of numbers, similar to the module key displayed in
the sync log. Delete the number currently at the end of the URL and
replace it by pasting (CTRL+V) the module key number you’ve just
copied. Press enter and your browser will navigate to that record.
This functionality serves to give the user a direct view of the record
in case any changes to the record are necessary.
- Status: This tells whether or not a record was synced by the system. Possible options here are Synced, Error, Not Synced, or Not Valid. Synced means the record was synced across platforms. Both Error and Not Synced mean the record was not synced because of an error. Not Valid means the record was not synced because of user-defined filters.
- Error Message: This column displays the message
associated with a sync error, if applicable. Errors are usually related
to a problem with Zoho CRM accepting the info, not with QuickBooks. If
you ever come across an error you do not understand, we offer support
for any premium plan (that is, any plan that is not Freemium).
- Last Sync Date: This shows the date and timestamp
of each record in the sync log. You can use this to determine whether
or not your integration is syncing by comparing the last sync date to
the current date and time.
- Details: This column shows a blue Info
button for each record synced. Clicking this button will open a new
screen within your browser window that shows all fields the integration
has come in contact with. This is useful for giving an at-a-glance look
at the record in question; alternatively, you can examine the record
exactly as it appears in Zoho by using the record’s module key. (Please
see the bulleted instruction with the Module Key item above.)
To access the ZBrains dashboard, 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 [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 ...
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 ...
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 ...