Syncs to QuickBooks
- Customers (name, email, phone, billing address; contact edits sync too).
- Products & services as items, mapped by you.
- Sent invoices with their lines, tax (by mapped tax code), discounts (named), and the customer-facing invoice number.
- Payments recorded in Zentive: online, autopay, cash, check, terminal, including partial in-person payments.
- Refunds (posted once) and credit notes as credit memos; cash discounts as a discount line.
- Approved timesheet hours as TimeActivity per mapped worker.
Stays in Zentive
- Quotes and estimates until they become invoices.
- Jobs, routes, dispatch, crew notes, photos, field issues, training, equipment.
- Customer portal chat and service requests.
- Write-offs (record bad debt in QuickBooks yourself).
- Stripe processing fees (record from Stripe's fee reports; matches how Jobber and Square work).
Timing
Invoices sync when sent; payments when recorded; time when approved. Failures show on the QuickBooks page and in the sync activity log with a plain-language reason (for example an unmapped tax rate) and a retry.
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