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

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

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

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

In this article, you'll learn how to resolve a common QuickBooks error that occurs when a vendor, contractor, or salesman shares the same name as a customer.

QBO Error - Duplicate Name

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

How to find, import, and manage B2B vendor files in Floorzap, including adding and validating vendor connections.

B2B Import Process Guide

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

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.