Step 1: Create locations or tracking categories in QuickBooks Online(QBO)

Important: Businesses operating in the USA must configure locations for automated tax calculation.

  1. Login to your QBO account.

  2. Click the settings icon.

  3. Click Account and settings.

  4. Click Advanced.

  5. Switch on the Track locations toggle.

  6. From the Location label list, select Location.

  7. Click Save.

  8. In the upper-right corner of the screen, click the settings button.

  9. Click All Lists.

    You can see that the Locations section is enabled.

  10. Click Locations.

  11. Click New.

  12. Enter the location name.

  13. Click Save.

Step 2: Configure location details in Zenoti

  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. Expand the Configuration tab and navigate to the Account section.

  4. Switch on the Multi-Location toggle.

  5. Navigate to the Sync section and click Save.

  6. Expand the Locations tab.

  7. In the Mapped Location box, enter the category name that you’ve entered in QBO.

  8. Click Save.

  9. Expand the Manual Sync tab.

  10. Click Get to sync the locations.

  11. Expand the Locations tab and verify that the QBO Location is updated, and the Active toggle is switched on.

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