--------------------------------------------------------------------------------------------------

Disclaimer: This article is for accounting integration v2.

----------------------------------------------------------------------------------------------------
In Zenoti, you can integrate with an accounting platform that can help you track accounting activities and help you prepare the following book of accounts:

  • Profit and loss accounts

  • Cash-flow statements

  • Balance sheets

  • Expenses

Zenoti supports integration for Xero and QuickBooks Online (QBO).

  1. Navigate to the Integrations tab as follows,

    1. At the organization level, click the Admin icon.

    2. Under Organization, click Organizations or Centers.

    3. On the Manage Organizations or Manage Centers page, click Integrations.

  2. Expand the Accounting tab.

  3. Set up and authorize the accounting platform.

    1. Expand the Provider section and select the accounting platform.

    2. Click Continue.

      The fields in the Configuration section are different for each accounting platform.

    3. Enter the details of the account that you have on the accounting platform:

  4. Choose whether you want to send location details to the accounting platform.

    • With locations

      To enable the integration with locations, switch on the Multi-Location toggle and configure Xero or QBO.

    • Without locations

  5. Select the sync type.

    1. To sync data based on the invoice closed date, select the Closed Date option to sync data based on the invoice closed date.

    2. Select the sync type: Invoice-wise, Invoice-wise as Journal entries, Day-wise, Day-wise as Journal entries.

Configuration

Sync

Invoice-wise

For each invoice in Zenoti, an invoice is created in the accounting platform.

Invoice-wise as Journal entries

For each invoice in Zenoti, an invoice is posted as a journal entry to the accounting platform.

Day-wise

For all the invoices in Zenoti on a day, a summarized invoice is created in the accounting platform.

Day-wise as Journal entries

For all the invoices in Zenoti on a day, a summarized invoice is posted as a journal entry to the accounting platform.

4. Configure the sync.

Based on the sync type that you’ve selected in Step-4, select the way you want to post data from Zenoti to the accounting platform: by invoice or by journal entries.

5. Map data.

After you’ve completed configuring how you want to push data in Zenoti to the accounting platform, you are ready to map data in Zenoti to data in the accounting platform.

Configured data by

Required mapping

Invoice

Journal entries

6. Sync data.

After you’ve mapped the data, you can manually sync data or schedule a sync job to auto-sync data on a timely basis.

Note: For scheduled sync, reach out to Zenoti Support.

Did this answer your question?