Connect QuickBooks to Zenzap

Edited

Connect your QuickBooks account to Zenzap to receive real-time notifications about payments, invoices, and expenses in dedicated chats.

On Mobile (iOS & Android)

Follow these steps to set up QuickBooks and configure your notifications in Zenzap.

Initial Setup and Authorization

  1. In Zenzap, go to "My apps".


  2. Find "QuickBooks" and tap "Connect".


  3. On the QuickBooks page, tap “Connect” again.


  4. On the "Connect to QuickBooks account" page, tap "Connect to QuickBooks”.


  5. Sign in to your QuickBooks account.

  6. Select “Connect” to authorize the connection between Zenzap and QuickBooks.

Configure Notifications

Once you are redirected back to Zenzap, choose which notifications you want to receive in dedicated Zenzap chats by checking the boxes:

  • Submitted payment requests

  • Created invoices

  • Paid invoices

  • Recorded expenses

  • High expenses

  • Upcoming or overdue bills

  • Issued refunds or credit memos

  • Accepted estimates or quotes

  1. Tap "Next" 


  2. Select the people you want to add to each notification topic.

  3. Tap “Next” to save your selections (or Skip to do this later).


  4. Tap “Done” to complete the setup.


On Desktop (Windows, macOS & Web App)

Follow these steps to set up the QuickBooks and configure your notifications in Zenzap.

Initial Setup and Authorization

  1. In Zenzap, click “My apps” in the side menu. 

  2. Find "QuickBooks" and click "Connect".

  3. On the QuickBooks page, tap “Connect” again.

  4. On the "Connect to QuickBooks account" page, click "Connect to QuickBooks”.

  5. Sign in to your QuickBooks account.

  6. Select “Connect” to authorize the connection between Zenzap and QuickBooks. 

Configure Notifications

Once you are redirected back to Zenzap, choose which notifications you want to receive in dedicated Zenzap chats by checking the boxes:

  • Submitted payment requests

  • Created invoices

  • Paid invoices 

  • Recorded expenses

  • High expenses 

  • Upcoming or overdue bills 

  • Issued refunds or credit memos

  • Accepted estimates or quotes

  1. Click "Next" 

  2. Select the people you want to add to each notification topic.

  3. Click Next” to save your selections (or Skip to do this later).

  4. Click "Done" to complete the setup.