Enabling Zoom Virtual Agent QuickBooks integration

Requirements for enabling Zoom Virtual Agent QuickBooks integration

• Account owner or admin privileges for the Zoom web portal and QuickBooks
• Basic, Pro, Business, Education, or Enterprise account
• Zoom Virtual Agent license
• Edit access to Virtual Agent product

How to enable Zoom Virtual Agent QuickBooks integration

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio then Integrations.
3. In the Marketplace tools, click QuickBooks then Connect.
   A new tab will open to begin the authentication process.
4. Enter your QuickBooks credentials and submit them.
5. When QuickBooks requests access to your account, click Accept, then Confirm to complete the connection.
6. Once authentication is successful, the integration will appear on your Integrations page.
7. In the navigation menu, click AI Studio then Integrations.
   You will see the QuickBooks application with an Active status.

How to use QuickBooks integration with ZVA voice or chat agents

1. In the navigation menu, click AI Studio then Tool Templates.
2. Click the Marketplace tab.
3. Expand QuickBooks for Zoom to view the list of supported tools.
4. Create a voice or chat agent and use the desired QuickBooks tools accordingly.