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Integrations

How to Sync my tools

Written by ZevBit Software

Integrations: How to Activate and Manage Integrations

Overview

The Integrations section allows you to link your platform with external services, streamlining workflows and ensuring data sync. You’ll manage payment processing, accounting, automation, and scheduling in one place.

To access the Integrations Section, go to Settings from the main navigation & select the Integrations tab. This page displays all available integrations.

Integrations ZevBit Provides:

  • QuickBooks for accounting

  • Stripe, Square for payments

  • Zapier for custom automations and integrations

  • Google Calendar for scheduling

Payment Integration

To start accepting payments:

  1. Click Link Payment Integration.

  2. A pop-up will present options: Stripe, QuickBooks, and Square.

  3. Click Set Up next to your chosen provider.

  4. You’ll be routed to the provider’s login page —> sign in and authorize access.

*NOTE: The user can add one payment option at a time; they can change it by removing the previous and adding a new one.

After adding at least one payment partner, a user can manage the toggles:

  • Accept Credit Cards (This will allow the clients to make the payment via credit card on the invoices)

  • Accept ACH Bank Transfers (This will allow the clients to make the payment via ACH bank transfer on the invoices)

  • Enable a Credit Card Processing Fee. This option allows users to apply an additional percentage fee to clients for credit card payments.

QuickBooks Sync

  1. Click Set Up QuickBooks Sync.

  2. You’ll be directed to QuickBooks—log in and grant permission.

Toggles include:

  • Sync invoices once the invoice date is added.

  • Sync invoices without sales tax (This is required to manage only if you are allowed "Automatically Apply Sales Tax" in Estimate settings)

Zapier Integration

  1. Click Go to Zapier Invite Link.

  2. You’ll be redirected to Zapier—accept the integration and begin automating tasks.

Google Calendar Integration

  1. Click Sync Google Calendar.

  2. You’ll be taken to Google’s sign-in page—log in and approve access.

This syncs your ZevBit schedule two-way (ZevBit → Google Calendar). You’ll also find this in the Calendar tab of Settings.

Managing Active Integrations

Once integrated, you can:

  • Check status or reconnect if needed.

  • Disable toggles (like payment methods or sync options).

Best Practices

  • Only activate integrations you use.

  • Ensure permissions are granted properly.

  • Periodically verify that all integrations are working.

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