Step 1: Setting Up Your Data

Zoey will not "Sync" or "Pull Over" your QuickBooks Products and Customers. So you will need to map them:

Mapping Products

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Use the Quickbooks SKU as the Zoey SKU when importing your products into Zoey.

Zoey Products will map to QuickBooks Products by SKU. If your Zoey SKU is going to be different from the QuickBooks SKU, you can add a Zoey Custom Attribute for the QuickBooks SKU and use the Mapping configuration when going through the setup.

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Zoey will create QuickBooks Products if not mapped

When an Invoice is being sent to QuickBooks, if the Product does not exist in QuickBooks, Zoey will create the Product.

Product FAQ:

• Does Zoey sync my product inventory and prices? You must initially manage your inventory and prices in Zoey or with one of our file-based import/integrations. Products may then be synced from Zoey to create new products in Quickbooks, if they do not already exist. Once the products are in Quickbooks, then Quickbooks can update quantity and pricing in Zoey, twice an hour.

• When Zoey creates a product, which inventory accounts does it assign to the product? You can configure "Default Accounts" in the Zoey configuration settings, see below. Zoey has one default account for new products syncing to Quickbooks. Existing products in Quickbooks will use their assigned accounts when syncing Invoices.

Mapping Customers

Zoey will NOT pull over your QuickBooks Customers. Zoey Accounts will map to QuickBooks Customers by matching the Zoey Account Name with the QuickBooks Customer "Display As" Name.

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Use the QuickBooks Customer Display Name as the Zoey Account Name when importing Accounts into Zoey.

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Zoey will create QuickBooks Customers & Sub-Customers if not mapped

When an Invoice is being sent to QuickBooks, if the Customer does not exist in QuickBooks, Zoey will create the Customer and possibly a Sub-Customer.

• Zoey Accounts will map to (or be created as) QuickBooks Customers AND the Zoey Customers that are assigned to an Account will map to (or be created as) QuickBooks Sub-Customers.
• Stand-alone Zoey Customers will be mapped to (or be created as) QuickBooks Customers.

Customers FAQ:

• Do I have to create customers for all my QuickBooks Customers? You SHOULD create a Zoey Account AND Contact for each Customer in QuickBooks that will have Orders created for them in Zoey. Otherwise you run the risk of Zoey unintentionally creating duplicate customers.
• Why does Zoey create Sub-Customers for my existing Customers? Zoey's structure can have multiple contacts per account. To keep track of this, we create a Sub-Customer in QuickBooks mapped to the Contact. For accounting purposes, all Sub-Customer invoices will roll-up to the Customer.