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A product is anything that can be a line on a work order: a service call, a part, a unit. You add it in Zoho, in Products. The engine puts it in our catalog and makes the matching QuickBooks item.

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Before you start

  • Zoho open, on Products.
  • The name, the price before tax, and whether it is a service or goods.

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Steps

1

Create the product

In Products, click Create. Fill in Product Name, Unit Price and Product Type. Pick a Usage Unit. Tick Converts to Asset if buying one puts a piece of equipment at the customer’s property. Leave Product Active ticked.
2

Save

Click Save. The SKU is given by Zoho.

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How you know it worked

  • Within a minute the product shows a QuickBooks id. That number is the QuickBooks item.
  • In QuickBooks the item has the name, the price and the sales income account. A product typed as Services is a service item; anything else is a non-inventory item.

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Changing or removing one

  • Change the price in Zoho. QuickBooks follows.
  • Delete the product in Zoho. Our side keeps it, switched off, and the QuickBooks item goes inactive. Old invoices keep their lines.

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If it did not work

  • No QuickBooks id after a few minutes. The engine could not reach QuickBooks, and the job is waiting as a dead letter. See Fix a record that did not sync.