Available Plans: All paid plans of Zoho Projects
Available in US, EU, IN, AU, CN, JP, SA, and CA DCs

Pre-requisites:

1. Have a QuickBooks Online account and admin access to authorize connections.
   

1. Click in the top-right corner of the top navigation band.
   
2. Navigate to Marketplace and click Extensions.
3. Search for and click QuickBooks Online for Zoho Projects.
4. Click Install.
   
5. Under the Widgets tab, edit the widget name by clicking on it, enable/disable the widget visibility and modules.
   
6. Under the Permissions tab, select the users and profiles from the drop-down and set the necessary permissions for each user profile.
   
7. Under the Connections tab, hover over QuickBooks tile and click Connect. Follow the process to authenticate and connect QuickBooks with Zoho. Hover over Zoho Projects tile and click Connect. Follow the process to create the Zoho Projects connection. 
8. Under the Configuration tab, enter the QuickBooks company ID. To find the company ID, login to your QuickBooks account enter Ctrl+Alt+? on a Windows machine or Ctrl+Option+? on a Mac OS device. The new window will display the company ID. Enter it without spaces.
   
   
   

You can now use the extension after both connections are authorized. The QuickBooks-related tab is available for projects, milestones, and tasks.

Map a project to a QuickBooks customer

Set a primary client for the project before creating QuickBooks transactions. If no primary client is set, user can set a Set Primary Client option.

1. Navigate to a project.
   
2. Click QuickBooks Online in the top navigation panel.
   
3. If a primary client is not set, select an existing client or add a new one. Click “Set Primary Client”.
   
4. Create a Sub Customer or select an existing sub customer to create records against them. This project will be pushed to QuickBooks as a sub-customer.
   

The project is mapped to a QuickBooks sub-customer. You can open the QuickBooks customer details to confirm that the primary client appears as the customer and the project appears beneath it as a sub-customer.

Manage project transactions in QuickBooks

After the customer and project mapping is complete, you can create and manage supported QuickBooks transactions from the extension.

1. Open the QuickBooks tab from the project, milestone, or a task.
   
2. Select the transaction type that you want to create from the drop-down and click the New button.Estimates, Invoices, Purchase Orders, Bills, and Expenses can be created from Zoho Projects.
   
3. Enter the details and click Save or Save and Send.
   

Transactions created from milestones or tasks also appear in the project-level QuickBooks tab. You can filter the project-level list to locate a transaction and open it in QuickBooks for viewing, editing, or downloading.

Limitations

1. Existing QuickBooks records will be mapped to the original project.
   
2. The milestone and tasks will continue displaying their records inside the new project.
   

1. Click in the top-right corner.

2. Navigate to Marketplace > Installed Apps.

3. Hover over QuickBooks Online for Zoho Projects.

4. Click Disable.