QuickBooks Online FAQs

Why don't my custom fields show up in the Custom Fields Mapping section?

Only the first three String based custom fields are available to be mapped through the QuickBooks API. We cannot retrieve or set information for the rest of the custom fields because of limitations in the QuickBooks Online API.

If you see "This Custom Field is Disabled in QuickBooks. It will not be added as a Custom Field on the QuickBooks Invoice." in red, and no fields to map with it means that each of the first 3 fields in QuickBooks Online are invalid (non-string) or inactive.

Please re-use one of the first 3 string custom fields by enabling it and repurposing it. That field should then appear in the Custom Fields list in the integration settings.

Why isn't inventory syncing over to Zoey for some products?

The inventory sync from QuickBooks Online to Zoey runs every 15 minutes automatically. If you're noticing that some products' stock in Zoey isn't being updated then the reason is that the automatic sync is skipping them because it does not detect a recent update. The automatic stock import checks the date the product stock was last updated and uses it to determine whether it should try to import new inventory count for that product.

To resolve this, make a small change to the product stock in QuickBooks like adding +1 to the qty on hand. After saving you can undo that change. This will reset the updated date and should cause the automatic stock sync to pick up that product the next time it runs.

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 Zoey invoice 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.

Do products sync from QuickBooks to Zoey or only from Zoey to QuickBooks?

New products sync one way, from Zoey to QuickBooks. When syncing Invoices from Zoey to QuickBooks, if Zoey cannot find a matching product in QBO, it will create the product in QBO. See Product Export Settings.

Alternatively, you can manually sync new products from Zoey to QBO via Products > Bulk Actions > Sync Data to QuickBooks.

I created a Refund in Zoey but I don't see it in QuickBooks Online. How can I sync refunds to QuickBooks?

Click here to enable syncing Zoey Refunds to QuickBooks Online Refund Receipts.