Floorzap

2-way SMS is an add-on feature that lets you send and receive text messages with customers directly in Floorzap, with conversation history logged under each customer's profile.

How to Use 2-Way SMS in Floorzap

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

This article explains how the Google Calendar integration works in Floorzap and walks through the steps to enable it. It covers adding the Google Calendar API, how authentication works, and…

How Do I integrate my Google Calendar?

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

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. Using the wrong one can create duplicate errors. Here's when to use each.

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

Learn why bills fail to sync to QuickBooks when the accounting period is closed, and how to resolve it by opening the period or adjusting the bill's date.

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

Quickbooks

Here you will learn the process for setting up your B2B vendors.

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

B2B vendor files may stop appearing due to vendor-side issues — here's how to diagnose the cause and when to contact Floorzap support.

B2B Files Not Appearing for Import? What to Do

Understanding the B2B Integration in Floorzap

B2B Integration

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

Create a custom design with text, images, and links

Privacy Policy

Server Status

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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