How to Integrate Quickbooks Online with Zola Suite?

How to Integrate Quickbooks Online with Zola Suite?

With the Zola Suite and QuickBooks integration you can have your approved Zola Suite invoices forwarded over to your QuickBooks Online account. This will eliminate any need to re-enter billing information into QuickBooks, making you much more efficient!
  • When a new client that is not present in QuickBooks online is billed in Zola Suite, the new contact will be created.
  • Any approved invoices will be sent to your QuickBooks Online account
  • Edits/Deleted Invoices will be synced as well 

How to Connect your QuickBooks Online Account

  • Enter your Firm Settings



  • Expand Billing and select the QuickBooks 



  • Select Connect Account





  • After authenticating, you will be prompted to map your Zola Suite transactions to a QuickBooks Product/Service. The mapping is based on your Quickbooks folder names.



  • Confirm changes by selecting sync.

  • Now, any created invoices that are approved will be sent to your QuickBooks Online account!

Any additional Accounting Information including invoice payments will not sync with QuickBooks Online. Any new/edited records on QuickBooks will not be reflected in Zola Suite

    • Related Articles

    • How do I share invoices to Quickbooks Online?

      Do you use Quickbooks Online as your Primary Accounting program? If you wish to continue using Quickbooks Online to manage your Billing, but wish to use Zola Suite for Practice Management, you can generate bills for Time and Expenses then share them ...
    • Can my clients pay their invoices online?

            Zola Suite invoices can be paid with a credit card online through our integration with APX. In addition to securely sharing invoices via Caseway, you can also send your clients a link through email or our Bulk Billing Center that will allow ...
    • Does Zola Suite have online invoicing and online payments?

      Zola Suite does have online invoicing and payments that can accessed through the Accounting section. From here you can create invoices and either send them to clients as attachments through your linked email account or through our secure client ...
    • Zola Suite Support

      If you are in need of any assistance or would like to submit feedback please contact our support team General Support Submit a Ticket from Zola Suite (Recommended) Submitting a ticket through the interface by clicking on the "?" icon in the top right ...
    • How Do I Install the Zola CRM Web Form on My Wordpress Website?

      Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...

    Status

    Experiencing degraded performance in CARET Legal?