Adding a check or an adjusting journal entry meant leaving Zeni for QuickBooks. Then you waited for it to sync back before you could categorize or reconcile it. It was the most common reason our own accountants opened QuickBooks.
Click Create on the Transactions page, pick a type, fill in the form and save. Zeni creates the transaction and syncs it to QuickBooks Online, fully coded and ready to reconcile.
Five transaction types, one button
The same entries you used to make in QuickBooks, now in the place you review and reconcile them.
- Expense: card or bank spend you need on the books.
- Vendor credit: a credit or refund from a vendor.
- Journal entry: adjustments, accruals and reclasses.
- Transfer: money moved between your accounts.
- Check: a check you wrote or mailed.
Coded the moment you save
- Fully coded at creation. Set the category, class, customer or project and payee as you create it, so the transaction lands reviewed instead of in the pending pile.
- AI suggests the rest. Add the payee and your AI Accountant recommends the category and class. Accept it or change it.
- Journal entries that balance. Add as many lines as you need. Zeni checks that debits and credits balance before anything syncs to QuickBooks Online, and tells you plainly what to fix.
- Works like every other transaction. Search it, edit it and attach a receipt. It flows into reconciliation and your reports like everything else.
Why it matters
- One place for your books. Review, create and reconcile in Zeni, with no second login for everyday entries.
- Fix it where you find it. Spot a missing entry while reviewing and book it on the spot instead of switching tabs.
- Minutes become seconds. No waiting for a sync before you can categorize or reconcile what you just added.
- A clear record. Every transaction created in Zeni shows who created it and when.
FAQ
Does a transaction I create in Zeni show up in QuickBooks Online?
Yes. It syncs to QuickBooks Online when you save, just like any other Zeni transaction.
Which transaction types can I create?
Expenses, vendor credits, journal entries, transfers and checks.
Can I edit a transaction after I create it?
Yes. Once created, it works like any other transaction: search it, edit it and attach a receipt.
