QuickBooks Desktop (QBDT) is an on-premise accounting software that allows you to track financials.

Zenoti's integration with QBDT enables you to sync the financial data from Zenoti to your QBDT account.

Before you begin to set up and authorize QBDT, ensure that you have an account already created on QBDT and you’ve installed the QuickBooks Web Connector for Zenoti.

To set up your QuickBooks Desktop account details in Zenoti

  1. If you are not on the integration page, based on where you want to set up the integration, navigate to Admin > Organization menu > Organizations > Integrations or Admin > Organization menu > Centers > and click Integrations tab.
  2. Select Accounting.
  3. Under the Configuration tab, expand the Provider section.
  4. Select quickbooks Desktop as the accounting platform.

5. Click Continue.

The Configurations tab expands and you can see the fields relevant to QuickBooks Desktop integration.

6. Enter the following details:

  • Account Id: Enter an identifier for your business. This can be any random combination of numbers. Zenoti will use this id while creating a company for your business in POSAccounting (a third-party connector for accounting integrations in Zenoti).
    For example, 34567821.
  • Account Name: Enter the company name of your business. You may use the same name that you’ve provided in QuickBooks.
    For example, Spa Bliss.
  • Enable QuickBooks Desktop: Select this switch to enable the integration for the desktop version of the accounting platform.
    If you want to pause the sync, you can turn off this switch.
  • Use Live Key: If you want to test the integration, turn off this switch. After you are ready to integrate data, you must turn on this switch.

To authorize Zenoti to access your QuickBooks Desktop account

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Disclaimer: This tab will be visible only after you configure the invoice and sync settings in the Configuration tab.

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  1. Expand the Authorize tab.

2. Click the Authorize button.
The quickbooks-AccountingAPI file downloads on your local machine.

3. Select the location where you want to download the file and click Save.

4. Navigate back to the Zenoti integrations page and you can see the API password. This is an auto-generated password. Keep this password handy as you will need in (Step: 13) while authorizing the API in Quickbooks web services.

5. Open the QuickBooks Web Connector application from your local machine.
If you are a new user, you will see the following screen:

If you are an existing user, you will see the following screen:

6. Click Add an Application.

7. Open the quickbooks-AccountingAPI file that you’ve saved in step 3.

8. Click Ok to authorize the QuickBooks web service.

The QuickBooks - Application Certificate dialog box appears.

9. Select the Yes, always; allow access even if QuickBooks is not running option.
A confirmation dialog box appears.

10. Click Yes.
11. Click Continue.

12. Click Done.

You’ve allowed access to the QuickBooks web service.

13. On the QuickBooks: Web Connector window, click the Application checkbox and enter the password that you copied from the Zenoti integration page (Step: 4).

14. Click Ok.

15. Click Update Selected to test the connection between QuickBooks web-services and POSAccointing API (Zenoti).

16. (Optional) By default the auto-sync is set to 10 minutes. You can update this duration in the Every-Min box.

17. Navigate back to the Zenoti integration page and turn on the Is Authorized switch.

18. Click Save.

You’ve completed the authorization process for QuickBooks Desktop.

Next Step

If you've created locations in QuickBooks Desktop, you must configure the location details. However, if you have not created locations in QuickBooks Desktop, you must follow these steps (configure without location details).

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