> ## Documentation Index
> Fetch the complete documentation index at: https://zenorent.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks

> Sync invoices, payments, and customers with QuickBooks Desktop.

Zeno syncs with QuickBooks Desktop through the **QuickBooks Web Connector (QBWC)** — a Windows service that runs on the same machine as QuickBooks and pushes queued transactions on a schedule.

Find the integration under **Settings → Integrations → QuickBooks** once an admin has enabled the QB Connector module.

This page covers the scheduled sync that pushes Zeno's records into QuickBooks. To have Claude do bookkeeping inside a QuickBooks Desktop company file, see [Zeno for QuickBooks Desktop](https://zenofirm.com/quickbooks-desktop). Running both on one workstation needs [scheduling](https://zenofirm.com/quickbooks-desktop).

## How the sync works

When you create or edit a record in Zeno — a rent invoice, a payment, an application — it's queued. The Web Connector polls Zeno, picks up the queue, and writes the transactions into QuickBooks. Status flips back to **Pushed** (or **Error** with a message) when the cycle completes.

> [!NOTE]
>
> QuickBooks must be open and the Web Connector service must be running. If either is down, items queue and sync when the connection comes back.

## Initial setup

### 1. Link properties to companies

Each property can point at a different QuickBooks company file. QuickBooks → **Properties** → pick the company for each property.

### 2. Link tenants to customers

Payments and invoices can't sync until the tenant is tied to a QB customer.

QuickBooks → **Tenants** shows every tenant with a suggested QB match. Confidence:

* **Green** — high confidence
* **Yellow** — possible match, verify
* **Red / no match** — none found

Select the right customer and click **Link**.

## Invoices

Invoices for linked tenants can be synced. From the financial timeline on a tenant's page, click **Sync** next to an invoice to queue it. Each invoice queues individually — there's no batch push.

### Reconciliation (existing QB invoices)

If you're starting Zeno with history already in QuickBooks, the **Invoices** tab pairs each Zeno invoice with the matching QB invoice so you can link rather than duplicate. It suggests matches based on customer (tenant must be linked), amount (within 5% or \$1), and date (within 15 days of the period start).

### Status icons

* (no icon) **Unlinked**
* clock **Pending** — queued
* green check **Pushed** — created in QB from Zeno
* green check **Linked** — manually matched to an existing QB invoice
* warning **Error** — hover for the message

## Payments

Payments sync as **Receive Payment** transactions, including their invoice applications so QB's customer balance reduces correctly.

Once a payment is synced (either pushed or linked), edits in Zeno — date, check number, memo, method, applications — automatically re-queue. No manual push needed.

### Linking historical payments

QuickBooks → **Payments** shows unmatched payments. Expand a row, pick the corresponding QB payment from the dropdown, and click **Link**.

## Sync dashboard

QuickBooks → **Sync** shows the integration's current health.

* **Connector Status** — Connected (green, pulsing), Stale (yellow), or Offline (red)
* **Transaction Queue** — Pending / Processing / Completed / Failed
* **Sync Counts** — records synced per type per company

## Errors

Common causes:

* **Customer not found** — tenant not linked, or customer deleted in QB
* **Item not found** — a line item type ("Rent") has no matching QB item
* **Duplicate invoice number** — already exists in QB
* **Account missing** — required GL account (Accounts Receivable, etc.) not configured

From the Sync Errors section, fix the underlying issue in QuickBooks or in Zeno, then **Retry** the queued item. Chronic, unfixable errors can be cleared in bulk with **Clear Failed Transactions** — the underlying records stay in Zeno, they just stop trying to sync.

## Other integrations

* [Manager.io](https://zenorent.com/docs/integrations/manager-io.md) — self-hosted alternative
* [Quo / OpenPhone](https://zenorent.com/docs/integrations/quo.md) — contact sync to your phone workspace


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