Based on the sync type you’ve selected, you can choose how to present your data from Zenoti to the accounting platform.

  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 tab or Admin > Organization menu > Centers > Integrations tab.
  2. Select Accounting.
  3. Expand the Configuration tab and navigate to the Invoice section.

a. Customer: The name of the guest that you want to post for each invoice.
Select any one of the following options:

  • Invoice Guest: Select this option if you want to sync the guest name on the Zenoti invoice to the accounting platform.
    Note: This is applicable only for the Invoice-Wise sync type.
  • Default: Select this option to post a default guest name for all invoices. Then, enter the default guest name in the box.

b. Line Item: In this section, you can configure how you want to post items to your accounting platform.

Item: Zenoti posts each item with Quantity and Price. These options are selected by default.

You can Group each item as follows:

Product

Code

Select this option to map each product in Zenoti to the respective item in the accounting platform

Important: Before you select this option, you must ensure that each product in Zenoti has a corresponding item with the same code in the accounting platform.

Subcategory

Select this option to map each product subcategory in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each product subcategory and subcategory code in Zenoti has a corresponding item with the same code in the accounting platform.

Category

Select this option to map each product category in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each product category and category code in Zenoti has a corresponding item with the same code in the accounting platform.

All

Select this option to map all the products to the single item with item code as Product in the accounting platform.

Service

Code

Select this option to map each service in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each service in Zenoti has a corresponding item with the same code in the accounting platform.

Subcategory

Select this option to map each service subcategory in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each service subcategory and subcategory code in Zenoti has a corresponding item with the same code in the accounting platform.

Category

Select this option to map each service category in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each service category and category code in Zenoti has a corresponding item with the same code in the accounting platform.

All

Select this option to sync all the services to the single item with item code as Service in the accounting platform.

Membership

Code

Select this option to map each membership in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each membership in Zenoti has a corresponding item with the same code in the accounting platform.

Category

Select this option to map each membership category in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure the following:
- The Membership Category is Mandatory setting is enabled at the organization level ( Admin > Organization > Organizations > Settings > Membership).
- Each membership has a category assigned in Zenoti.
- Each membership category and category code in Zenoti has a corresponding item with the same code in the accounting platform.

All

Select this option to map all memberships to the single item with item code as Membership in the accounting platform.

Package

Code

Select this option to map each package in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each package in Zenoti has a corresponding item with the same code in the accounting platform.

Category

Select this option to map each package category in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure the following:
- The Package Category is Mandatory setting is enabled at the organization level ( Admin > Organization > Organizations > Settings > Package).
- Each package has a category assigned in Zenoti.
- Each package category and category code in Zenoti has a corresponding item with the same code in the accounting platform.

All

Select this option to map all packages to the single item with item code as Package in the accounting platform.

Gift Cards

Zenoti maps all the gift cards to a single item GiftCard with the item code as in the accounting platform.

Prepaid Cards

Zenoti maps all the prepaid cards to a single item PrepaidCard with the item code as in the accounting platform.

Class

Note: You will see this section only if Classes/Fitness is enabled for your business.

Code

Select this option to map each class in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each class in Zenoti has a corresponding item with the same code in the accounting platform.

Subcategory

Select this option to map each class subcategory in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each class subcategory and subcategory code in Zenoti has a corresponding item with the same code in the accounting platform.

Category

Select this option to map each class category in Zenoti to the respective item in the accounting platform.

Important: Before you select this option, you must ensure that each class category and category code in Zenoti has a corresponding item with the same code in the accounting platform.

All

Select this option to map all the classes to the single item with item code as Class in the accounting platform.

Discount

Discounts in Zenoti are of three types:

  • Campaign-based discounts
  • Membership discounts
  • Package discounts

Parent Item
Select this option to map each discount type in Zenoti to the respective item in the accounting platform.
In Zenoti, a discount can be one of the following types:

  • Campaign-based discounts - Map each campaign code to an item in the accounting platform.
  • Membership discounts - These discounts get posted against the membership item that you’ve configured in the Line Item section for memberships.
  • Package discounts - These discounts get posted against the membership item that you’ve configured in the Line Item section for packages.
  • Manual discounts - Map all manual discounts to a single item Manual Discount in the accounting platform.
  • Price adjustments - Map all price adjusted amounts to a single item Price Adjustment in the accounting platform.

Important: Before you select this option, you must ensure that each discount type and its code in Zenoti has a corresponding item with the same code in the accounting platform.

For example, if there’s a campaign-based discount in Zenoti Thanksgiving Offer 10% with campaign code as TH10OFF, the item in the accounting platform must have the code as TH10OFF.

All: Select this option to map all the discount types to the single item with item code as Discount in the accounting platform.

Redemption

You can post the value of a redemption in any one of the following ways:

  • Based on the benefit actual price
    If a liability (package or membership) was sold at $100 (with one benefit of $150), the redemption value that gets posted is $150.

    To configure this for packages
    - Do not select the Package Redemption checkbox.

- Enter the default item name for the package redemption.

To configure this for memberships (with service benefits)

- Do not select the Membership Service Redemption checkbox.

- Enter the default item name for the membership redemption.

  • Based on the liability price
    If a liability (package or membership) was sold at $100 (with one benefit of $150), the redemption value that gets posted is $100 and the redemption discount that gets posted is $50.

    To configure this for packages
    - Select the Package Redemption checkbox.

- Enter the default item name for the package redemption discount.

- Configure the package redemption as a payment in the Payment Mapping tab.

To configure this for memberships (with service benefits)

- Select the Membership Service Redemption checkbox.

- Enter the default item name for the membership redemption.

- Configure the membership service redemption as a payment in the Payment Mapping tab.

Payment

To configure payments, ensure that each payment type in Zenoti has a corresponding payment type in the accounting platform.

  • Amount: The payment transaction amount. This option is selected by default.
  • Deposit to Account: The chart of account to which the payment is mapped in the accounting platform. This option is selected by default.
  • Date: By default the payments are posted based on the closed date. However, to post payments based on the payment date, select the Date checkbox.
    Note: If you’ve selected QuickBooks Desktop as the accounting platform, you will not see the Date checkbox.

Tax

You can post taxes in four different ways:

  • Item-level: By default, the tax amount is posted for each item in the accounting platform.
    Important:Ensure that each tax group in Zenoti has a corresponding tax with the same code in the accounting platform.
  • Tax as a separate item (as tax group): The total tax amount is posted by the tax group name.
    Important: Ensure that each tax group in Zenoti has a corresponding item with the same code in the accounting platform.
  • Tax as a separate item (as tax component): The tax amount is posted by the individual tax components (by names).
    Important: Ensure that each tax group component in Zenoti has a corresponding item with the same name in the accounting platform.
  • Invoice Level: The total tax amount for an invoice is posted in the accounting platform.
    Important: Ensure that each tax group in Zenoti has a corresponding tax with the same code in the accounting platform.

Irrespective of whether you post taxes based on item-level, as a separate item, or based on invoice level, you must enter the default tax group name in the Enter Default Tax box.

4. Navigate to the Sync section under the Configuration tab.

  • Start Date: Select the date from when you want to start posting your data to the accounting platform.
  • Delay: Specify the gap between each data posting.

Important: After you’ve set these two fields, reach out to Zenoti Support to enable auto-sync.

5. Click Save.

Next Step

Select the Sync Type.

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