QuickBooks Online FAQs

Why was a new customer was created in QuickBooks instead of syncing to an existing customer?

Review how your Accounts or Customers are being matched. Then make sure the Name in Zoey matches the Display Name in QuickBooks. There is also a fallback method to be used to find the match. Customer Lookup Fields

How to send order number to QuickBooks?

If you are not sending Zoey Order Number as the QuickBooks Online Invoice Number, you can map the Order # to a QuickBooks Invoice field by following these instructions.

How can I see if there are errors with my set-up?

You can use the error logging to troubleshoot individual orders or the entire integration.

How can I print the Zoey Order Number on the QuickBooks Invoice?

In QuickBooks you can add a Custom field called Order Number. In Zoey QuickBooks Integration > Order Settings > Custom Fields, you can map the Order Number to the Zoey Increment ID (increment_id)

When a customer pays with a check on an invoice in Zoey, do I receive payment in Zoey or do I do that in QBO and mark it as paid in Zoey?

Payments are bidirectional, meaning you can enter it into either system, and it will automatically create the payment in the other. In the Zoey Quickbooks Integration > Payment Settings > Mark Invoices Paid when QuickBooks Invoices are Paid and Receive Payment for QuickBooks Invoice when Invoice is Paid should both be set to Yes.