QuickBooks is an accounting software for small and medium-sized businesses and is used to manage sales, expenses, payroll, and inventory.
Zenoti’s integration with QuickBooks enables you to sync the financial data and inventory data from Zenoti to your QuickBooks account.
The integration of QuickBooks with Zenoti is done through POS Accounting.
Prerequisites to the Setup
- You must have an active subscription with QuickBooks and should be using either QuickBooks Online or QuickBooks Desktop.
- You must make a note of the QuickBooks Account ID.
Learn where you can see the account id in QuickBooks.
- Set up the following in QuickBooks:
a. Create Tax groups with the same ID and name as in Zenoti.
b. Add Services as Service items, with SKUs that match with item codes in Zenoti.
c. Add Products as Inventory items, with SKUs that match with item code or subcategory names in Zenoti.
Important: When you add SKUs for services or inventory items, ensure that there is no space. For example, for a product whose item code is ‘P - 001’ in Zenoti, enter the Product code as ‘P-001’.
d. Add Packages, Memberships, Gift cards, Prepaid cards, Gratuity, Rounded-off amount, Support Staff Gratuity (SSG), manual discounts, No-show/cancellation fee, Service sub-category, and Product sub-category as non-inventory items.
Important: When you add SKU of each of the non-inventory items, ensure that there is no space. For example, write the SKU for gift cards as ‘Giftcard’.
e. Add Locations in QuickBooks.
Note: The names of your center locations in Zenoti and the locations in QuickBooks should match with each other.
After ensuring the prerequisites are met, follow these steps to complete the QuickBooks integration with Zenoti: