Floorzap

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

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