![]() Once you have connected with QuickBooks, you will be redirected to your Zoho Inventory account to configure the integration.After selecting an organization, click Connect to complete the integration.Once you sign in to QuickBooks, if you have multiple organizations, you need to select the organization you want to connect with Zoho Inventory.Enter your credentials to proceed with the integration. You will be redirected to QuickBooks Online sign-in page.Click the Connect to QuickBooks button next to QuickBooks Online.Navigate to the Integrations tab on the sidebar.Integrating Zoho Inventory with QuickBooks Online is a simple and straightforward process. ![]() Set up QuickBooks Online integration in Zoho Inventory If you have enabled multi currency in Zoho Inventory, then you have to enable the same in QuickBooks too.Ensure that the base currency of both these organizations is the same.Your QuickBooks organization with which you wish to integrate, must have the country as the US. ![]() You cannot connect multiple QuickBooks organizations to your Zoho Inventory organization and vice versa.You must have an active account with QuickBooks Online.Sync Zoho Inventory and QuickBooks Online. ![]() Once you select the file that you want to import, you should get a message in a couple of minutes confirming that your file has been imported. The file name will default to " accounting_.iif" The start date will be the first date being exported and the end date is the last date being exported.Ĥ.) Open your Quick Books Application and Company and select File>Utilities>Import>IIF Files. Then navigate to where your file was downloaded to and select it. Confirm the request to download and make sure and note what folder your file gets downloaded to. Ongoing best practice is each week, Friday afternoon after all invoices and payments are entered or Monday morning before any new Invoices or Payments are entered, set the View date to the week just ended and use the gear drop down to export the QB IIF file.ģ.) Click the white gear icon and select the Export to Quickbooks (.iff) button.ĭepending on your browser, you may be prompted to confirm the downloading of your file at this point. Note: It is important to keep track of which invoices and payments have already been imported as importing the same invoices and payments twice can cause duplicates. If they do not match, then Quick Books will create a new client for the Invoice or Payment.ġ.) In Estimate Rocket, go to the Reports page from the top menu.Ģ.) Select the Day or Week that you want to Export your Invoices for. Estimate Rocket sends the Client First and Last Name as the Quick Books Customer Name. QuickBooks Desktop uses the Customer Name field to determine who the customer is when importing. Once you are happy with the Import results, then you can Import the file into your live Quick Books company from that point forward. That way you can verify that the clients, invoices and payments have been imported as expected. I will fix it later." option.īecause of the importance of your accounting information, we strongly recommend that you use the QuickBooks option to create a test company and do your first import into that company. NOTE: When using QuickBooks 2019+, select the "Import it for me. You can easily export your Invoices, Payments and Clients to QuickBooks Desktop version.
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