After you’ve completed configuring (by invoice) how you want to push data from Zenoti to the accounting platform, you must map each item type in Zenoti with the corresponding item type in the accounting platform.

For example, if the item type Products in Zenoti is configured as the Inventory item type in the accounting platform, you must map these two item types.

To map item types

  1. Navigate to the Integrations tab either at the center level or at the organization level.
  2. Expand Accounting.
  3. Locate and expand the Item Mapping tab.

4. For each item type in Zenoti (Item Type), select the corresponding item type (Mapped Item Type) that you’ve defined in the accounting platform.

Item Type

Xero

QBO

QBDT

Services

Yes

Yes

Yes

Inventory

Yes

Yes

Yes

Non-Inventory

-

Yes

Yes

Other Charges

-

-

Yes

Tax

Yes

-

Yes

5. Click Save.

You’ve saved the item type mapping.

To map the chart of accounts

In this tab, for each item type, you can also map the respective chart of accounts in the accounting platform. Before you start mapping the accounts, you must sync the accounts in the Manual Sync tab.

  1. For each item type, select the following chart of accounts:
    a. Account: The sales chart of the account.
    b. Inventory Account: The inventory asset chart of accounts.
    Note: You can select this account type only if the item type is Inventory.
    c. Expense Account: The inventory expense chart of accounts.
    Note: You can select this account type only if the item type is Inventory.
  2. Click Save.

Next Step

Select the sync type.

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