## Zoho Inventory Documentation Index Access the complete documentation index at: https://www.zoho.com/om/inventory/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Inventory with QuickBooks Online Integrating Zoho Inventory with QuickBooks Online helps businesses keep inventory and accounting data synchronized. It automatically updates sales transactions, customer records, and item details, reducing manual work and improving accuracy. This integration streamlines stock tracking, inventory valuation, reconciliation, and financial reporting for more efficient business operations. By integrating Zoho Inventory with QuickBooks Online, you can: * Automatically sync invoices, credit notes, bills, vendor credits, customer and vendor details from Zoho Inventory to QuickBooks Online. * Match invoices, bills and payments between both platforms effortlessly and ensure accurate financial records and avoid discrepancies. * Ensure precise tax tracking and create financial reports for seamless tax preparation. **Prerequisite:** * You must have an active account with QuickBooks Online. * You cannot connect multiple QuickBooks organizations to your Zoho Inventory organization and vice versa. * Your QuickBooks organization with which you wish to integrate must have the country as the same country as your Zoho Inventory organization. * Ensure that the base currency of both these organizations is the same. ## Set Up the Integration Here’s how to set up the integration: * Log in to your Zoho Inventory organization. * Go to **Settings** in the top right corner. * Select **Accounting** under _Integrations & Marketplace_. * Click **Connect to QuickBooks** next to _QuickBooks Online_. * You will be redirected to the _QuickBooks Online_ sign-in page. Enter your credentials to proceed. * Once you sign in to QuickBooks, select the organization which you want to integrate from the dropdown and click **Next**. ![Select organization in QuickBooks](/inventory/help/images/integrations/quickbooks/choose-org.png) * In the next page, click **Connect** to complete the integration. You will then be redirected back to your Zoho Inventory account, where you can configure the integration. ## Configure the Integration Now that you’ve connected Zoho Inventory with QuickBooks Online, you can choose what data should be imported from and exported to QuickBooks Online. ### Importing from QuickBooks Online Since you need to account for your transactions in Zoho Inventory, you need to import the accounts and customers (if any) you have in QuickBooks. To import the data, * Log in to your Zoho Inventory organization. * Go to **Settings** in the top right corner. * Select Accounting under _Integrations & Marketplace_. * Click **Show Details** in the _QuickBooks Online section_. * Configure the following details: * **Chart of Accounts:** By default, all your accounts in QuickBooks will be imported into Zoho Inventory. These accounts will be available when you create an item in Zoho Inventory, so that you’ll be able to choose the account under which all sales transactions for that item should be tracked in QuickBooks. * **Customers**: Enable this option to import all your customer details from QuickBooks. It will be created as new customers in Zoho Inventory automatically. Once you have enabled you can also import the customer contact details by enabling **Sub-Customers**. * **Vendors:** By enabling this, you can import all your vendor details from QuickBooks. They will be automatically created as new vendors in Zoho Inventory. ![Import from QuickBooks Online](/inventory/help/images/integrations/quickbooks/import-qb.png) ### Exporting to QuickBooks Online Export your Zoho Inventory transactions to QuickBooks to ensure they are properly recorded and reflected in your financial accounts. To export the data, * Log in to your Zoho Inventory organization. * Go to **Settings** in the top right corner. * Select **Accounting** under _Integrations & Marketplace_. * Click **Show Details** in the _QuickBooks Online section_. * Configure the following details: * Choose the date from which you want your data from Zoho Inventory to QuickBooks in the **Export Data From** field. * Select the **Sync Frequency** from the dropdown. * Choose the modules you want to export from Zoho Inventory to QuickBooks: * **Invoices and Payments** - Both paid and unpaid invoices will be exported to QuickBooks. Invoices in the _Draft_ status will also be exported. * **Credit Notes  -** Credit Notes in Zoho Inventory can be exported. When an invoice is written off in Zoho Inventory, a credit note is automatically created and associated with the corresponding invoice in QuickBooks. * Select the **Bank Charge Account**, **Write-off Account**, **Discount Account**, **Adjustment Account** and **Retention Account** under which you want to record bank charges, write-offs, and adjustments for your invoices. If a payment is recorded with bank charges, the amount paid is initially accounted as Undeposited Funds, and a deposit will be made to the appropriate bank account along with bank charges. * **Bill with Payments -** The paid and unpaid bills from Zoho Inventory will be exported to QuickBooks under Expenses. * **Vendor Credits -** By enabling this, you can export the vendor credits from Zoho Inventory to QuickBooks. Select the **Adjustment Account**, **Discount Account**, **Reverse Charge Account** and **Retention Account** to ensure the credits are recorded accurately in QuickBooks. * **Journal** - Once _Invoices with Payments_ and _Bills with Payments_ sync is enabled, you can enable Journal sync. The corresponding journal entries are exported along with invoices, bills, and other supported transactions to QuickBooks Online. These journal entries update the Inventory Asset and Cost of Goods Sold (COGS) accounts in QuickBooks Online. You can view the exported journal entries in the Journal Report in QuickBooks Online. ### Tax Mapping Map the taxes in Zoho Inventory with the corresponding taxes in QuickBooks to ensure that taxes in exported transactions are recorded accurately in QuickBooks. * To map the taxes, make sure that you have enabled Taxes in both Zoho Inventory and QuickBooks Online accounts. * Select an existing tax in Zoho Inventory (or create a new one) and map it to the corresponding tax in QuickBooks to ensure accurate tax synchronization between the two applications. **Note:** Ensure that the taxes being mapped have matching tax rates. * To add more taxes, click **\+ Add New.** **Note:** To export transactions with both taxable and non-taxable line items to QuickBooks, map them to a 0% tax. If a suitable 0% tax does not exist, create it in QuickBooks and then use it for tax mapping. * Select the percentage from the dropdown under _Choose a zero percent tax from QuickBooks._ * Once the initial setup and configuration are done, click **Save** to return to the details page. ![Tax Mapping](/inventory/help/images/integrations/quickbooks/tax-map-qbo.png) ### Edit Configuration After configuring the integration, you can edit its details on the integration details page. To edit the details, * Go to **Settings** in the top right corner * Select **Accounting** under _Integrations & Marketplace_. * Click **Show Details** in the _QuickBooks Online_ section. * Click **Configure** in the top right corner. * Edit the required details. * Click **Save**. ### Add Items from QuickBooks Online When you export a transaction from Zoho Inventory to QuickBooks, the items included in that transaction will also be synced to QuickBooks. However, other items in your Zoho Inventory account will not be automatically available in QuickBooks. Similarly, existing items in QuickBooks are not automatically imported into Zoho Inventory. If you want to manage those items in Zoho Inventory, you must import them manually. To import your existing QuickBooks items into Zoho Inventory: * Export all your items in QuickBooks. * [Import](https://www.zoho.com/om/inventory/help/items/items-overview.html#import-items) the same into Zoho Inventory. * Mark your existing items in QuickBooks as inactive to avoid errors while syncing items from transactions. **Note:**  The items in each invoice, exported from Zoho Inventory, will be created as _Items_ and _Services_ in QuickBooks. ## Sync Data You can sync data either manually or automatically based on the configuration you have set up. * Any new addition to the list of customers or accounts in QuickBooks will be automatically reflected in your Zoho Inventory organization through _Auto-Sync_ that occurs once a day. ![Sync data between Zoho Inventory and QuickBooks](/inventory/help/images/integrations/quickbooks/sync-qbo.png) * If you want the change to be reflected in Zoho Inventory immediately, you can click Sync Manually under _From QuickBooks to Zoho Inventory_. * Likewise, if you want the changes in Zoho Inventory to be reflected in QuickBooks Online immediately, you can click **Sync Manually** under _Export to QuickBooks Online_. * You can change the sync frequency configurations at any time by clicking **Configure** at the top. ### Sync between Zoho Inventory and QuickBooks Online The following table lists how the transactions are synced between Zoho Inventory and QuickBooks Online. Zoho Inventory QuickBooks Online Sync Type Chart of Accounts Chart of Accounts Two-way sync Create a Customer Creates a new contact. Two-way sync Create an invoice Creates a new invoice. One-way sync Update an invoice Updates the corresponding invoice. One-way sync Delete or void an invoice The invoice will be voided. One-way sync Write off an invoice A credit note will be created, and the credits will be associated with the invoice. One-way sync Record a payment for an invoice Creates a payment and associates it with the invoice. One-way sync Update the payment for an invoice Updates the payment recorded for the corresponding invoice. One-way sync Delete the payment associated with an invoice Deletes payment for the corresponding invoice. One-way sync Create a credit note Creates a new credit note. One-way sync Update a credit note Updates the corresponding credit note. One-way sync Allocate credits from a credit note to an invoice Allocates the credits from the corresponding credit note to the specified invoice. One-way sync Delete a credit note Deletes the corresponding credit note. One-way sync Create a refund for a credit note Creates a refund for that corresponding credit note. One-way sync Update a credit note refund Updates the corresponding credit note refund. One-way sync Delete a credit note refund Deletes the corresponding credit note refund. One-way sync New bill Creates a new bill One-way sync Updating bill Updates the corresponding bill One-way sync Deleting bill Deletes the corresponding bill One-way sync Adding payment for the bill Creates payment for the corresponding bill One-way sync Deleting payment for the bill Deletes payment for the corresponding bill One-way sync ### Sync Details of Customers Your customer details will be synced from QuickBooks Online to Zoho Inventory. A contact created in QuickBooks as a _Customer_ will be imported into Zoho Inventory as a new _Customer_. Whenever a customer is added, edited, or deleted in QuickBooks, it will be reflected in Zoho Inventory through automatic sync that occurs once a day or the manual sync option. The following table lists how each customer’s details are reflected from QuickBooks Online to Zoho Inventory. QuickBooks Online Zoho Inventory Display name Display Name Email Email Address Phone Phone Mobile Mobile Website Website URL Billing address Billing Address Shipping Address Shipping Address Currency Code Currency ### Sync Details of Invoice The following table lists the fields in an invoice that are mapped to the one created in QuickBooks. Zoho Inventory QuickBooks Online Invoice# Invoice no. Invoice Date Invoice date Currency Code Currency code Exchange Rate Currency exchange Item Name Product/Service Item Description Description Item Rate Rate Item Quantity Qty Discount Discount (QuickBooks Online doesn’t support line item level discounts. All the item level discounts will be added and displayed as a total discount for the invoice.) Tax Tax Shipping Charges Shipping Adjustment Adjustment (Will be added as a separate line item) #### Sync Details of Bills The following table lists the fields in Zoho Inventory bills that are mapped to the ones created in QuickBooks. Zoho Inventory QuickBooks Online Bill# Bill No. Bill Date Bill date Currency Code Currency code Exchange Rate Exchange rate Item Name Product/Service Item Description Description Item Rate Rate Item Quantity Qty Discount Discount (Will be added as a separate accounting line item) Adjustment Adjustment (Will be added as a separate accounting line item) ## Disable Integration If you want to pause the data sync for some time instead of deleting the integration completely, you can disable the integration. Your integration details will not be deleted, and you can activate the integration at any time. To disable the integration: * Log in to your Zoho Inventory organization. * Go to **Settings** in the top right corner. * Select **Accounting** under _Integrations & Marketplace_. * Click **Show Details** in the _QuickBooks Online_ section. * Click the dropdown next to _Configure_ at the top and select **Disable Integration**. ![Disable QuickBooks Online integration](/inventory/help/images/integrations/quickbooks/disable-qbo.png) * In the following pop-up, click **Disable Integration** again to confirm the action. Your integration will now be disabled, and you will not be able to account for your transactions. You can always click Enable Integration to re-activate the integration. ## Delete Integration If you want to stop using QuickBooks Online for accounting and would like to disconnect it from your Zoho Inventory Organization, you can delete the integration. Once you delete it, customers and transactions will no longer be synced between the apps, and the integration details will also be deleted. To delete the integration with QuickBooks Online: * Log in to your Zoho Inventory organization. * Go to _Settings_ from the left sidebar. * Select **Accounting** under _Integrations & Marketplace_. * Click **Show Details** next to _QuickBooks Online_. * Click the dropdown next to _Configure_ at the top and select Delete Integration. * In the following pop-up, click **Delete Integration** again to confirm the action. The integration will now be deleted, but all your accounts and customers that are already synced from QuickBooks Online will continue to remain active in Zoho Inventory. **Note:** If you want to integrate another Zoho Inventory organization with QuickBooks Online, you can delete the current integration and set it up again with the new organization.