Zoho Inventory

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QuickBooks Online Integration

Note: This integration is applicable only to the US Edition of Zoho Inventory.

Zoho inventory is integrated with QuickBooks Online to make your accounting and inventory management go hand-in-hand. With this seamless integration, QuickBooks customers can easily access all their sales and purchases in Zoho Inventory.

Insight: This integration is currently available only in the US edition of Zoho Inventory.

With this integration you can:

Prerequisites

Set up QuickBooks Online integration in Zoho Inventory

Integrating Zoho Inventory with QuickBooks Online is a simple and straightforward process.

set up quickbooks integration

connect quickbooks to zoho inventory

Configure the integration

Importing from QuickBooks Online

The following can be imported from QuickBooks Online:

import from quickbooks

Exporting to QuickBooks Online

The following can be exported from Zoho Inventory:

export to quickbooks

Mapping taxes

Insight: When mapping taxes, ensure that both taxes have the same tax rates.

map the taxes

Adding items from QuickBooks Online

Items in Zoho Inventory does not sync with the items in QuickBooks Online.

Since Zoho Inventory is the stock management software, you will have to bring your existing items in QuickBooks into Zoho Inventory. To do so:

integration details page

View integration details

After you have configured the integration, you can view the details regarding the integration from the details page.

Sync between Zoho Inventory and QuickBooks Online

Zoho Inventory syncs with the transactions and contacts from QuickBooks Online. The following lists out the sync details.

Sync details of transactions

Transactions such as invoices with payments and bills with payments are pushed from Zoho Inventory to QuickBooks Online.

The following table lists out how the transactions are synced between Zoho Inventory and QuickBooks Online.

Zoho Inventory QuickBooks Online Sync Type Sync Time
New invoice Creates a new invoice One-way sync Immediate sync
Updating invoice Updates the corresponding invoice One-way sync Immediate sync
Deleting invoice Deletes the corresponding invoice One-way sync Immediate sync
Adding payment for invoice Creates payment for the corresponding invoice One-way sync Immediate sync
Deleting payment for invoice Deletes payment for the corresponding invoice One-way sync Immediate sync
New bill Creates a new bill One-way sync Immediate sync
Updating bill Updates the corresponding bill One-way sync Immediate sync
Deleting bill Deletes the corresponding bill One-way sync Immediate sync
Adding payment for bill Creates payment for the corresponding bill One-way sync Immediate sync
Deleting payment for bill Deletes payment for the corresponding bill One-way sync Immediate sync

Insight: Sales returns cannot be pushed into QuickBooks currently.

Sync details of invoice

Invoices created in Zoho Inventory will be exported to QuickBooks Online along with their payments.

The following table lists out the fields in Zoho Inventory invoice that are mapped with the one created in QuickBooks.

Zoho Inventory QuickBooks Online
Invoice Number Synced as Invoice No.
Invoice Date Synced as Invoice date
Currency Code Synced as Currency code
Exchange Rate Synced as Currency exchange
Item Name Synced as Product/Service
Item Description Synced as Description
Item Rate Synced as Rate
Item Quantity Synced as Qty
Discount Synced as 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 Synced as Tax
Shipping Charges Synced as Shipping
Adjustment Synced as Adjustment (Will be added as a separate line item)

Sync details of bills

Bills created in Zoho Inventory will be exported to QuickBooks Online along with their payments.

The following table lists out the fields in Zoho Inventory bills that are mapped with the one created in QuickBooks.

Zoho Inventory QuickBooks Online
Bill# Synced as Bill No.
Bill Date Synced as Bill date
Currency Code Synced as Currency code
Exchange Rate Synced as Exchange rate
Item Name Synced as Product/Service
Item Description Synced as Description
Item Rate Synced as Rate
Item Quantity Synced as Qty
Discount Synced as Discount (Will be added as a separate accounting line item)
Adjustment Synced as Adjustment (Will be added as a separate accounting line item)

Sync details of contacts

Both vendor and customer contact 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”. A contact created in QuickBooks as a “Vendor” will be imported into Zoho Inventory as a new “Vendor”.

The following table lists out how each contact’s details are reflected from QuickBooks Online to Zoho Inventory.

QuickBooks Online Zoho Inventory
Display name Synced as Contact Display Name
Email Synced as Contact Email
Phone Synced as Contact Phone (Work Phone)
Mobile Synced as Contact Phone (Mobile)
Website Synced as Website
Fax Synced as Fax
Billing address Synced as Billing address
Shipping Address Synced as Shipping Address (Not applicable for Vendor)
Currency Code Synced as Currency code

Sync details of stock movements

The stock movements in Zoho Inventory will be recorded in your QuickBooks journal daily. Both the incoming and outgoing changes in stock will be captured in the journal in a consolidated manner. Each line item in the journal will list the debit and credit amount per sale/purchase account for that day.

The inventory adjustments that you make in Zoho Inventory will also be recorded in the journal in QuickBooks.

Thus, you can avoid manual data entires as your stock movements will be accounted for in the journal automatically.

Delete the integration

To delete the integration with QuickBooks Online:

Insight: You can either choose to deactivate or delete the integration.

To deactivate the integration temporarily:

To delete the integration completely:

Pro Tip: If you want to integrate another Zoho Inventory organization with QuickBooks, you will have to delete the current integration and set it up again with the new organization.

delete the integration
Experience free flow of data across your inventory and accounting platform with the QuickBooks Online integration
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