Unlimited conversions. Zero data entry.

Why Zera · Client QBO Sync

Do the work in Zera.
Keep QBO for your client.

Run AI bookkeeping inside Zera, then push the finished batch into your client's QuickBooks Online as native records. Two way sync. Nothing to migrate.

Intuit OAuth 2.0 partnerTwo way sync12 native record types
Zera Books
Zera Books
Ready to sync
Stripe payout
Deposit
+$4,820.00
AWS services
Bill
-$218.40
Uber client visit
Purchase
-$28.50
Payroll accrual
JE
$12,400.00
Client retainer
Invoice
+$6,500.00
Push to client QBO
qb
QuickBooks Online
Client company
Depo
Stripe payout
+$4,820.00
Bill
AWS services
-$218.40
Purc
Uber client visit
-$28.50
JE
Payroll accrual
$12,400.00
Invo
Client retainer
+$6,500.00
Native records5 of 5
5 records synced
Your workspace

One workspace for every client's QBO.

Zera is where the work happens. QuickBooks stays where the client lives. One connection, every record type, and a sync you can trust.

  • One click OAuth to your client's QBO
  • Native Purchase, Deposit, Bill, and JE records
  • Two way sync with conflict resolution
Accountant's Zera Books dashboard showing client KPIs, activity feed, and QBO connection
qb
Connected · QBO
OAuth · 2 min ago
The workflow

Connect. Work. Review. Sync.

A clean four step loop you can run on every client, every month. No training, no templates, no forced migration.

01

Connect

One click OAuth into your client's QuickBooks Online. Zera pulls the live chart of accounts.

02

Work

Do the AI bookkeeping inside Zera. Categorize, post, reconcile, close. Faster and cleaner.

03

Review

Every row comes with a confidence score. You sign off on everything before it syncs.

04

Sync

One click and the batch lands in your client's QBO as native records. Live confirmation on both sides.

Journal entries ready to sync from Zera Books into QuickBooks Online
Journal entries, signed off and ready
AI categorization in Zera Books
Chart of Accounts mapped to QuickBooks
Not a file export

Native QBO records. Not imported data.

Zera does not dump CSV files. Zera writes directly to your client's QuickBooks via the Intuit Accounting API. Every record is a native Purchase, Deposit, Bill, or Journal Entry.

No duplicates
Zera tracks every write. Rerunning a sync is always safe.
Two way sync
Client edits in QBO flow back into Zera. Conflicts surface in a side by side view.
12 native record types
Everything a real accountant posts. Nothing left to type by hand.
Sync · QuickBooks Online
Purchases
Categorized spend
Deposits
Split line deposits
Bills
AP with vendor links
Bill Payments
Payments applied
Invoices
AR with terms
Invoice Payments
Customer payments
Journal Entries
Custom double entry
Transfers
Bank to bank
Customers
Name list sync
Vendors
Vendor list sync
Items
Products and services
Chart of Accounts
Live COA mapping
Native QBO objects
12 / 12 synced
The migration question

Your client never has to move.

Competitors ask your client to leave QuickBooks. Zera lives on top of it.

Digits · Puzzle · new GLs

Asks your client to leave QBO.

  • Forced migration off QuickBooks
  • Retrain your client on a new platform
  • Historical data conversion risk
  • Rebuild reports and workflows
Zera Books

Lives on top of QBO.

  • QBO stays as the client source of truth
  • OAuth connection tied to the accountant
  • Native records via the Intuit API
  • Two way sync with conflict resolution
My clients keep QuickBooks. I keep my sanity. Zera does the ten hours of grunt work every week and pushes clean records straight into their QBO. That is the whole job.
Ashish Josan
Ashish Josan
Manager, CPA · Manning Elliott
Ready when you are

Connect your first QBO client.

Free for one week. $79 a month after that. Unlimited clients, unlimited everything.