What you'll do
Zentive stays the operations system; QuickBooks stays the accounting system. The connection is one-way for most records (Zentive → QuickBooks) and review-first: nothing syncs until mappings are ready.
Do this
- 1
Settings → QuickBooks → Connect QuickBooks
You sign in through Intuit with an owner-level QuickBooks Online account; Zentive never sees your password.
- 2
Refresh
Zentive pulls workers, customers, services, accounts, tax codes, and recent time records for review.
- 3
Map
Match Zentive services to QuickBooks items, Zentive tax rates to QuickBooks tax codes, expense accounts, and employees to QuickBooks workers (for time). Readiness shows what is still unmapped.
- 4
Test one sync
Sync one paid invoice and confirm it in QuickBooks before relying on it.
Payroll scope
Zentive sends approved time to QuickBooks TimeActivity. It does not create payroll runs or paychecks.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.