Floorzap

Zap Assist is available to the Admin role only, with no setting to extend access to other roles — and how to request role-based access.

Zap Assist Access: Why It's Admin-Only

Floorzap doesn't integrate with Roomvo directly. Roomvo runs on your website and is set up through Growth, Floorzap's website partner.

Does Floorzap Integrate With Roomvo?

Setting Up Your Privacy Policy, Terms & Conditions, and Acceptable Use Policy (Required Before A2P Compliance)

Learn how to embed the Floorzap website lead form on your site and where to find submitted leads once it's live.

How to Set Up the Floorzap Website Lead Token

This article will guide you through the process of creating a zap in Zapier to pull leads into the Floors app.

How to Connect Zapier to Floorzap

Connect Floorzap to the tools you already use. Find setup guides and troubleshooting for QuickBooks, B2B suppliers, Measure Square, Google Calendar, Zapier, SMS, and email marketing.

Integrations & Automation

Learn how to map payment terms between Floorzap and QuickBooks, and how to use the "Job in Process" term to prevent invoices from aging prematurely.

Payment Terms & "Job in Process" in the Floorzap-QBO Integration

Verify or change which QuickBooks Online company Floorzap syncs to by reconnecting through the Connect with QuickBooks flow.

How to Verify Which QuickBooks Company Floorzap Is Connected To

What GST, PST, and HST are, which one applies in your province, and where to enter your tax rates in the QuickBooks Online integration settings.

Canadian Tax Setup in Floorzap: GST, PST, and HST

The Chart of Accounts controls where transactions land on your QBO financial reports. Here's how to map your key accounts correctly in Floorzap.

Setting Up Your Chart of Accounts (COA) for the Floorzap-QBO Integration

Floorzap has two ways to connect customers with QuickBooks Online, and using the wrong one creates duplicates. Includes what to do when the two systems store names in a different…

Linking vs. Mapping Customers Between Floorzap and QuickBooks

The "pretty print" JSON screen during QuickBooks Online setup is normal, not an error. Here's what to do when you see it, plus how to fix a wrong company name…

Why Am I Seeing a "Pretty Print" Dialog When Connecting to QuickBooks?

Class and Project are QuickBooks Online tracking fields on Floorzap quotes. They don't affect quote math — they control how the synced invoice is categorized in QuickBooks.

What Are the Class and Project Fields on a Quote?

Common issues, causes, and fixes for reconciling vendor payments

Vendor Payment Reconciliation Troubleshooting Guide

Resolve the QuickBooks Online "Duplicate Name" sync error — caused by a name shared between a customer and a vendor, contractor, or salesperson, or by a slash character in a…

Fixing the QuickBooks "Duplicate Name" Sync Error

Why QuickBooks rejects a bill sync with a closed accounting period error, the two ways to resolve it, and what to do if your accountant confirms the period is actually…

How to Fix a Closed Accounting Period Error When Syncing Bills to QuickBooks

If the invoice date in QuickBooks Online doesn't match Floorzap, it's usually because the Manual Invoice Date field was empty at sync, so Floorzap used a fallback date. Learn why…

Why the Invoice Date in QuickBooks Doesn't Match Floorzap

Floorzap uses three invoice date fields—Created Date, Confirmed Date, and Manual Invoice Date—and a set hierarchy to decide which one syncs to QuickBooks Online. Here's what each field means and…

Understanding Invoice Dates in Floorzap & How They Sync to QuickBooks Online

Global (universal) discount totals can differ between Floorzap and QuickBooks depending on the discount type used. Use the "Default - Tax" type to keep them consistent.

Why Do My Global Discount Totals Differ Between Floorzap and QuickBooks?

Quickbooks

How to set up your B2B vendor connections in Floorzap, what each credential field means, and vendor-specific requirements.

B2B Setup Guide

You can use this template below to request your B2B credentials from you B2B vendors.

B2B Email Template

Find, import, and manage B2B vendor files in Floorzap, plus how to add and validate vendors before importing.

How to Import Products from B2B Vendors

How to validate that B2B files are being picked up correctly when setting up a vendor connection in Floorzap.

Validating File Pickup in B2B Setup

Why B2B vendor files stop appearing for import, how to tell a vendor-side delay from a Floorzap issue, and what to do when files appear in the list but won't…

B2B Import Problems: Files Missing or Failing to Download

Understanding the B2B Integration in Floorzap

B2B Integration

Floorzap campaigns send to your customer list and segment on customer attributes such as contact type and lead source. Behavior-based targeting is not available.

What Can I Target with an Email Marketing Campaign?

Get an overview of the email marketing platform and how to use it.

Overview of the Email Marketing Platform

Add a sending domain to your marketing platform. This is so that your emails can come from your company domain.

Adding a Sending Domain

Marketing

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Privacy Policy

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