How does it work?

QuickBooks sync primarily has two interfaces:

1. Subscription and Setup for QuickBooks Online Sync 

a. Subscription: INSZoom Super users from the Firm can subscribe to QuickBooks sync from the Main navigation menu, hover over Setup > Click on Subscriptions > Click on QuickBooks Sync.

b. Choosing Sync Model: Once QuickBooks sync is subscribed. Users will need to set up QuickBooks Sync by choosing a Sync model that best suits their practice. User will have the option to choose between two Sync models:

Model 1: Use INSZoom for Invoicing, receiving & managing Payments. This will enable the Unidirectional sync of Customers (Payer), Invoices & Payments from INSZoom to QuickBooks Online for reconciliation.

Model 2: Use INSZoom for Invoicing; QuickBooks for receiving & managing Payments. This will enable Invoices from INSZoom to Sync with QuickBooks online and Payments from QuickBooks online to sync with INSZoom. 

With Model 2, all options to Receive & Record payments, Payment Plans, and Credit/ Escrow will be disabled in INSZoom Billing.

c. Authenticating with QuickBooks Online: Once the Sync Model is chosen, the user will have to Authenticate with QuickBooks Online account to authorize INSZoom.

d. Mapping Billing templates/ Content: As part of the QuickBooks Sync setup, the User is provided with a utility to Map the INSZoom Billing templates with QuickBooks Online (Payer, Fee items). This is a one-time activity (optional, but recommended) to ensure Invoices are synced against the right Customers & Services in QuickBooks Online. Mapping the Payers and Fee items using the utility ensures data integrity between INSZoom and QuickBooks. Nevertheless, users may skip this step and activate QuickBooks sync, map the items on-demand during each sync process.

2. Syncing with QuickBooks Online

Once QuickBooks Sync is successfully activated, users can navigate to the Invoice list by clicking the 'View Invoices' button or navigating to Billing from the Main navigation menu. Invoices created in INSZoom after activation of QuickBooks Sync will be available for sync to QuickBooks Online.

Users can sync an Invoice with QuickBooks by clicking, ‘Sync Now’ against a specific Invoice.

Users can also multi-select invoices to do bulk sync using, the ‘Sync to QuickBooks’ button on the top.

If an Invoice is changed/ revised in INSZoom after it’s posted to QuickBooks, the Invoice action changes to ‘Sync Again’ notifying the user to sync the Invoice again with QuickBooks.

Anytime a payment is received/ recorded in QuickBooks (Only for Model 2), against an Invoice synced from INSZoom it is automatically posted from QuickBooks to INSZoom. Also, a visual clue is shown in the interface against Invoices that had a recent payment posted from QuickBooks Online.

Sync Log Report:

Users have access to the Sync logs from the Invoice List > Split menu option nested under ‘Sync to QuickBooks’ or from Subscriptions > QuickBooks Sync > Sync Log Report. Sync log records all the activities and errors (if any) from the QuickBooks sync operation.

Fields that sync between INSZoom and QuickBooks Online

The mapping of the Invoices and Payment fields that get synced between INSZoom and QuickBooks is given below for the reference of the users.