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IntegrationsQuickBooks#1

QuickBooks is not syncing

Read the reason in the sync activity log, fix the mapping or connection it names (tax code, item, customer, expired token), and retry.

IntegrationsQuickBooks#2

Connect QuickBooks Online

Settings → QuickBooks → Connect QuickBooks links your company file, pulls customers, items, accounts, and workers for mapping, and syncs invoices, payments, and approved time.

ReportsReports#3

QuickBooks Payroll Sync report

Sync health by pay period: which approved shifts reached QuickBooks TimeActivity, which failed, and which are pending verification or drifted.

IntegrationsQuickBooks#4

Sync approved time to QuickBooks

From Timesheets, pick a payroll period, approve shifts, map employees to QuickBooks workers, and sync approved hours as TimeActivity; retry failures without re-running the batch.

IntegrationsQuickBooks#5

What syncs to QuickBooks and what stays in Zentive

Customers, products and services, invoices, payments, refunds, credits, cash discounts, and approved time sync. Quotes, jobs, routes, photos, notes, and Stripe fees do not.

IntegrationsQuickBooks#6

Duplicate customers or invoices in QuickBooks

Why duplicates appear (unlinked customers, manual entry, re-sync after edits) and how to merge in QuickBooks and relink in Zentive so it stops.

Getting StartedOnboarding#7

Starting fresh or migrating from another system

What to bring from Jobber, Housecall Pro, ServiceTitan, or QuickBooks, in what order, and what to leave behind.

IntegrationsQuickBooks#8

Sync customers with QuickBooks

Link Zentive customers to QuickBooks customers, create missing ones, and keep contact details in step so invoices land on the right account.

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