III. Zoho QuickBooks Integration | Using Filters
ZBrains Dashboard >> Filter
By default, the integration will sync any new or modified
records across platforms depending on the sync direction you select.
If you do not want all new or modified records to sync, you can choose
to set criteria the Zoho QuickBooks integration will apply to all records it attempts to
sync. Clicking the Filters module on the left-hand navigation bar will
bring you to the Accounts filtering screen, but you can set filters for
any available module.
- The default filter screen will be for records synced from Zoho to
QuickBooks, but you can set the same (or a different) filter for records
synced from QuickBooks to Zoho if necessary. You can access the
different sync directions with the drop-down menu in the upper right
portion of the screen.
Here are the main options available to you in the Filter module:
- Select Field: This drop-down menu displays a list
of fields available inside the corresponding module in Zoho CRM or
QuickBooks, depending on which module’s page you access. Selecting a
field here tells the integration which field the filter will act upon.
- Select Condition: This menu displays a list of basic conditions to apply to the field chosen in Select Field.
- Value: This is a text field you can use to type any
information you want the integration to act upon based on your selected
field and condition. If your selected condition doesn’t require a
value (e.g., “is not empty” or “is empty”), you should leave the Value field blank.
Use the blue plus symbol (+) to add another record filter in a given module and sync direction.
Use the green Submit button to save and apply any filter you have set. Click the red Reset button to clear any unsaved filter. And, use the dark blue Remove All Filters button to remove all filters you have set for the current module and sync direction.
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 ...
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 ...
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 ...
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 ...
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 ...