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Disclaimer: This article is for accounting integration v2.

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Set up

Important: Ensure that you have an account created on 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. Under the Configuration tab, expand the Provider section.

  4. Select QuickBooks Online as the accounting platform.

  5. Click Continue.

  6. Click Advanced.

  7. Switch on the Use Live Key toggle.

Authorize

This tab is visible only after you configure the invoice and sync settings in the Configuration tab.

  1. Expand the Authorize tab.

  2. Click the Authorize button. A new tab opens in the browser asking for access to your QBO account.

    If you have a single organization created for your business on QBO, you will see the following window:

  3. To allow Zenoti to access your QBO account, click Connect.

  4. Click Next twice.

  5. Click Finish.

    After the authorization is successful, note that the Is Authorized toggle gets switched on automatically.

  6. Expand the Company section and verify the connection. Sometimes, the connection may not be established immediately.


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