After you’ve completed mapping, you can start syncing the 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 or Admin > Organization menu > Centers > and click Integrations tab.
  2. Select Accounting.
  3. Expand the Manul Sync tab.

4. Sync items
Click the respective Get button to sync the following items from the accounting platform to Zenoti:

a. Locations: Locations in the accounting platform is synced with locations in Zenoti.
Note: If you’ve not enabled the Multi-Location switch, you can skip this step.
b. Accounts: Chart of accounts in the accounting platform is synced for the -------- mapping in Zenoti.
c. Payment Methods: Payment methods in the accounting platform is synced with payment types in Zenoti.
Note: This is required only for QuickBooks(Online and Desktop).
d. Customers: Customer details in the accounting platform is synced with configured customer details in Zenoti.
e. Taxes: Tax codes in the accounting platform is synced with tax groups in Zenoti.
Note: If you are posting tax as a separate item, you can skip this step.
f. Products: Inventory item codes in the accounting platform are synced with items mapped as Inventory item type in Zenoti.
When you are syncing products for the first time, select the Sync Type as All Products.

After the first sync, if you update any products in the accounting platform, select the Products Modified On or After option and the select date to sync the changes.

g. Services: Service codes in the accounting platform is synced with items mapped as Service item type in Zenoti.
When you are syncing services for the first time, select the Sync Type as All Services.

After the first sync, if you update any services in the accounting platform, select the Services Modified On or After option and the select date to sync the changes.

h. Non-Inventory Items: Non-Inventory item codes in the accounting platform is synced with items mapped as Non-Inventory Item type in Zenoti.
i. Other charge Items: Other charges in the accounting platform is synced with items mapped as Other Charge item type in Zenoti.
j. Bundle Items: Bundle items in the accounting platform is synced with items mapped as Bundle Items in Zenoti.

You can verify the sync, by using the Items report for the respective accounting platform. You can navigate to this report from Admin > Reports > Accounting Platform.

5. Sync transactions

Click the respective Get and Post buttons for the following transactions, to sync data from the accounting platform to Zenoti or vice-versa:

a. Sales and Refunds: Post the sales invoices generated in Zenoti to the accounting platform.

b. Purchase Orders: Post the purchase orders created in Zenoti to the accounting platform.

Note: You must specify the date for which you want to post the sale invoices or purchase orders to the accounting platform.

For NetSuite, you can see three more transactions that you can sync:

c. Transfer Orders: Post the transfer orders created in Zenoti to the accounting platform.

d. Inventory Adjustments: Post the inventory adjustments made in Zenoti to the accounting platform.
e. Transfer Orders Fulfillment: Get the delivered transfer orders in the accounting platform to Zenoti.

Note: You must specify the date for which you want to post the transfer orders and inventory adjustments to the accounting platform. For transfer orders fulfillment, specify the date for which you want to get the transfer orders fulfillment from the accounting platform.

Next Step

The last step is to reconcile data that you’ve synced from Zenoti to the accounting platform using the following Zenoti Reports:

- Items

- Customers

- Sales Orders Summary

- Inventory Orders

- Sale Order Summary Details

Note: Zenoti has separate reports for each accounting platform: Xero Reports, QuickBooks Reports, and NetSuite Reports.

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