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QBO Mapping Fee Items
Fee items in GrowthZone will map 1:1 to Products/Services in QuickBooks. The table below describes the fields you will see on a GrowthZone Fee Item. Update settings on products/services in QuickBooks to avoid creating conflicts between GrowthZone and QuickBooks. Use Intuit's QuickBooks Support for questions on ho…
QBO Mapping Payment Types
Mapping GrowthZone’s payment types to QuickBooks payment methods ensures you can track a payment’s origin in QuickBooks. Payments that are synced from GrowthZone to QuickBooks will include the mapped payment method as well as the reference number for the payment. For checks, this is the check number. For credit card …
QBO Mapping Payment Gateways
Mapping GrowthZone’s payment gateways to QuickBooks payment methods ensures you can track a payment’s origin in QuickBooks. Payments made through a payment gateway (e.g., GZ Pay, Authorize.Net) will be matched to the QuickBooks payment method mapped to that gateway. All other payments will be matched to the QuickBo…
QBO Mapping Write-offs
QuickBooks Online removes bad debt from your system by applying a credit memo tied to a bad debt product/service. Write-offs in GrowthZone are applied to the income account of each fee item on an invoice. You'll create a map between each income account in GrowthZone and the bad debt product/service in QuickBooks Onli…
Setting Up Zapier
Getting Set up In Zapier *NOTE GrowthZone integrated with Zapier is very limited. The only triggers we have available are as follows: * GrowthZone has a Membership trigger that will pass membership details when a new membership is added or a change is made to an existing membership * GrowthZone has an Event Re…
Synchronize a List/Committee to an Authorized Third Party Newsletter Solution
GrowthZone supports synchronization with Constant Contact and Mail Chimp. To synchronize a list/committee to your third party solution: * For the desired list/committee, select the General Tab. * In the General Settings , tick the Synchronize Contacts option. NOTE : If the group is set to Disallow opt-out ,…
Zapier Integration Overview
What is Zapier? *NOTE GrowthZone integrated with Zapier is very limited. The only triggers we have available are as follows: * GrowthZone has a Membership trigger that will pass membership details when a new membership is added or a change is made to an existing membership * GrowthZone has an Event Registratio…
QuickBooks Online Integration - Getting Started
See the QuickBooks Implementation Getting Started course. QBO Notifications The course will outline all of the different pieces of the QuickBooks Online Integration. We recommend you turn on QuickBooks' notifications. * Under your profile name, select My Notifications . * Search for QuickBooks Online . * …
