The Zomentum platform allows MSPs to create quotes and collect payments from their end clients. This data needs to be synced with PSAs and accounting software with complete transparency so that MSPs don’t have to manually enter all this data in other applications. The Quickbook Online - Zomentum integration is intended to provide a sync option between both Quickbook Online and Zomentum for your convenience.
At this moment, the integration is only available for the US region and is expected to cater to other regions very soon.
How to Integrate?
Navigate to Settings -> Integrations tab
Under Accounting-> Quickbooks online -> Click on Connect
Click on ‘Authorize Quickbooks online and continue. You will be redirected to the Quickbooks online log in screen.
Enter your credentials to integrate your Quickbooks online Accounting book to your Zomentum instance.
At this moment, the sync is only available for single tax rates in QBO.
When QBO is integrated, Zomentum pulls in the tax codes from QBO and the rates need to match with tax regions and the tax categories created in Zomentum. The taxes should be mapped and the default should be selected.
Once the tax rates are synced, the integration will be completed and saved.
You can also convert estimates to invoices when the quote moves to the won stage after signature and also if a quote is won without being sent. If there are any differences in quote line items at the time of invoice conversion in the quantities and price, new estimates will be created and converted into invoices.
How to sync quotes/estimates between Zomentum and Quickbooks Online?
In the document editor, once you make changes to an existing quote, click on ‘More’ on the top right corner, as shown below, to sync the settings between Zomentum and Quickbooks Online. Also, when you send a document, the sync drawer opens up automatically so that you can set the sync settings.
From there, we can sync the client, quotes, and taxes as shown below
Then confirm that you would like to sync the client and quote with Quickbook Online and save the same.
You can also sync a quote with Quickbooks Online from the document list view.
Product Field mapping
Tables can't be imported directly. Please insert an image of your table which can be found here.
Zomentum
Quickbooks Online
Name
Name
Type
Type
Description
Description
Product image
Image
Tax Category (According to Tax Mapping)
Sales Tax
Product image
Product image
(We do not sync bundles with QBO)
Quote mapping
Tables can't be imported directly. Please insert an image of your table which can be found here.
Zomentum
Quickbooks Online
Quote (Sent stage)*
Estimate(s)
Quote (Won Stage)*
Invoices
Estimate number
Client/Contact
Customer
document.firstsendat
Estimate date
Expiration Date
Expiration Date
Quote Line Mapping
Tables can't be imported directly. Please insert an image of your table which can be found here.
Zomentum
Quickbooks Online
From Item Reference
Product/Service
Auto
Description
Quote block
Quantity
Quote block
Rate
Quote block
Amount
Taxable/Non Taxable
Tax
