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

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

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

Zomentum

Quickbooks Online

From Item Reference

Product/Service

Auto

Description

Quote block

Quantity

Quote block

Rate

Quote block

Amount

Taxable/Non Taxable

Tax