Zoho Inventory

Integrate Zoho Inventory with QuickBooks Online - US

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 help document is applicable only to 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

export to quickbooks

Mapping taxes

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

Map 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 InventoryQuickBooks OnlineSync TypeSync Time
New invoiceCreates a new invoiceOne-way syncImmediate sync
Updating invoiceUpdates the corresponding invoiceOne-way syncImmediate sync
Deleting invoiceDeletes the corresponding invoiceOne-way syncImmediate sync
Adding payment for invoiceCreates payment for the corresponding invoiceOne-way syncImmediate sync
Deleting payment for invoiceDeletes payment for the corresponding invoiceOne-way syncImmediate sync
New billCreates a new billOne-way syncImmediate sync
Updating billUpdates the corresponding billOne-way syncImmediate sync
Deleting billDeletes the corresponding billOne-way syncImmediate sync
Adding payment for billCreates payment for the corresponding billOne-way syncImmediate sync
Deleting payment for billDeletes payment for the corresponding billOne-way syncImmediate 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 InventoryQuickBooks Online
Invoice NumberSynced as Invoice No.
Invoice DateSynced as Invoice date
Currency CodeSynced as Currency code
Exchange RateSynced as Currency exchange
Item NameSynced as Product/Service
Item DescriptionSynced as Description
Item RateSynced as Rate
Item QuantitySynced as Qty
DiscountSynced 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)
TaxSynced as Tax
Shipping ChargesSynced as Shipping
AdjustmentSynced 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 InventoryQuickBooks Online
Bill#Synced as Bill No.
Bill DateSynced as Bill date
Currency CodeSynced as Currency code
Exchange RateSynced as Exchange rate
Item NameSynced as Product/Service
Item DescriptionSynced as Description
Item RateSynced as Rate
Item QuantitySynced as Qty
DiscountSynced as Discount (Will be added as a separate accounting line item)
AdjustmentSynced 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 OnlineZoho Inventory
Display nameSynced as Contact Display Name
EmailSynced as Contact Email
PhoneSynced as Contact Phone (Work Phone)
MobileSynced as Contact Phone (Mobile)
WebsiteSynced as Website
FaxSynced as Fax
Billing addressSynced as Billing address
Shipping AddressSynced as Shipping Address (Not applicable for Vendor)
Currency CodeSynced 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:

Even after you remove the integration, all your accounts, customers, and vendors from QuickBooks will continue to remain active in Zoho Inventory.

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.

To disable the integration temporarily:


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