1. Sync all your contacts, accounts & inventory from Zuper to QuickBooks online.
2. Upon creating Quote/Invoice in Zuper will be synced with QuickBooks online.
   

1. To create the Zuper API refer to the article (How do I create an API Key for my Zuper account?).

Note: It is mandatory to enter the Zuper API Key for Integration to perform smoothly. 

Set up QuickBooks Online integration with Zuper

1. Log in to your Zuper account.
   
2. Navigate to the App Store on the sidebar.
   
3. Choose Accounting & Payments from the side menu.
   
4. Select QuickBooks  & Click the Install QuickBooks button.
   
5. You will be redirected to the QuickBooks sign-in page. Enter your credentials to proceed with the integration.
   
6. Once you sign in to QuickBooks, if you have multiple organizations, you need to select the organization you want to connect with Inventory.
   
7. After selecting an organization, click Connect to complete the integration.
   

Zuper App Configure

1. Once you have connected with QuickBooks, you will be redirected to your Zuper account to configure the integration.
   
2. Here, you must configure the settings to sync the Zuper modules with QuickBooks online.
   

1. Sync Product Masters (Mandatory) - Upon selecting the option as "Yes" inventory will be syncing 2 -ways from Zuper - QuickBooks and vice versa. If "No" is selected, inventory items won't be synced between Zuper & QuickBooks.
   
2. Invoice Status to Trigger Sync (Mandatory)- Upon selecting the status for the invoice in Zuper, we trigger the sync to create a similar invoice in QuickBooks without any duplication. If the status is selected as "All" upon creating the invoice in Zuper, immediately sync will be triggered, and the invoice will be created in QuickBooks.
3. Default Tax Agency (In QuickBooks) - Copy/Paste the "Default tax Agency" from QuickBooks, if available.
   
4. Email IDs for Notification - Upon sync, a failed error message will be emailed to the given ID's.
   
5. Default Payment Mode UID - To get the "Payment UID". Click "CRTL+Shift+J" and copy/paste the below code.
   
   
   

   var scope = angular.element(angular.element($(".hbox"))[0]).scope(); _.each(scope.vm.payment_modes, function(p){ console.log("-----------------------"); console.log("Payment Provider Name: ", p.payment_mode_name); console.log("Payment Provider UID:", p.payment_mode_uid) });

   
   
   
   
   
6. Identify Customers in 'Zuper - QuickBooks' - Upon selecting the below option, at the time of syncing the invoice/estimate with QuickBooks, it checks and creates the invoice for the right customer.
   
   

   Zuper	QuickBooks
   Customer Email	Customer Email
   Customer Name	Customer Name
   Billing Email	Customer Email
   Billing Name	Customer Display Name
   Organization Name	Customer Display Name

1. ID Preference for Estimate / invoice - Upon Selecting the "Zuper ID / QuickBooks ID", this will be updated in QuickBooks online under the field name "Estimate / Invoice No".
2. Sync Customers Masters (Mandatory)- Upon selecting the option as "Yes" whenever a new customer is created in Zuper, it will be synced with the QuickBooks customer module automatically.  However, the option is selected as "Yes, Only during invoice/estimate sync" in that case, synchronization will occur between Zuper and QuickBooks for a new customer that is created in Zuper only when an invoice or estimate is generated for that particular customer.  If the option is selected as "No" sync between Zuper & QuickBooks online for customer sync will not be executed. 
3. 

   If Organization is chosen but the account doesn’t use org but only customers, no sync is done. This could default to customer Name/email. 

    If Customer is an existing user of QuickBooks Online – need to set QuickBooks Online as master for invoice. 

   
   

1. Sync Estimate (Mandatory)- Upon selecting the option "Yes," whenever a new estimate is created in Zuper, it will be synced with the QuickBooks online estimate module automatically. If the option is selected as "No", the sync between Zuper & QuickBooks for estimate sync will not be executed.
   

1. Quickbooks Plan (Mandatory) - The product type is allowed as “Service” only for the Essentials plan in QuickBooks online. If other than the “Essentials” plan, the product type can be “Inventory or Non-Inventory.”
   

2. Custom Field Mapping -The data flows from Zuper Custom fields to QuickBooks Custom fields from the Invoice. 

The format of custom field mapping is :QBField1,ZuperField1;QBField2,ZuperField2

QuickBooks Online Integration Account Configure

1. Sign In to the QuickBooks online account and click the below link based on the account signed-the in. Then click the "Switch Now" button.
   
1. QuickBooks Live Account - https://app.qbo.intuit.com/app/categorymigration 
2. QuickBooks Staging Account - https://sandbox.qbo.intuit.com/app/categorymigration 
   

            

1.  Go to Accounting -> Chart of Accounts and make the following changes to the below 3 accounts:
   
   
   

   Name: Inventory Asset	Account Type: Other Current Assets   Detail Type: Inventory
   Name: Cost of Goods Sold	Account Type: Cost of Goods Sold   Detail Type: Supplies & Materials - COGS
   Name: Sales of Product Income	Account Type: Income   Detail Type: Sales of Product Income

Updating newly created Income/Expense Accounts in Product Custom Fields

When creating new income and/or expense accounts in QuickBooks for accurate tracking and categorizing financial transactions, it’s essential to ensure seamless integration and data consistency between Zuper and QuickBooks online. Follow these steps to add the newly created account name in the Product Custom Fields.

1.  Go to Settings > Custom Fields & Checklist Settings > Product / Part Fields.
   The Product Custom Fields page opens.
2.  In the QBO Income Account field, add the names of the newly created income accounts as values.
   
3. In the QBO Expense Account field, add the names of the newly created expense accounts as values.
   

Updating newly created Invoice Custom Fields

When creating new Invoice in QuickBooks for accurate tracking and categorizing financial transactions, it’s essential to ensure seamless integration and data consistency between Zuper and QuickBooks online. Follow these steps to add the newly created Invoice in the Product Custom Fields.

1.  Go to Settings > Custom Fields & Checklist Settings > Invoice Fields.
   The Product Custom Fields page opens.
2.  In the QBO Invoice field, add the names of the newly created invoice date as values.
   
3. In the QBO Invoice field, add the names of the newly created due date as values.