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Overview

If you are ready to start leveraging Zamp in your QuickBooks, follow the below steps to install and configure the Zamp application within QuickBooks.

Before you begin, ensure you have:

  1. QuickBooks Online
  2. An eligible account tier: Simple Start, Essentials, Plus, Advanced, or Accountant
  3. A Zamp account and a Zamp API Token

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Prerequisites

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Installation Guide

  1. Install the Zamp Tax application for QuickBooks Online from the QuickBooks Online Marketplace.
  2. If you’re using the new, modernized QuickBooks Online view or user interface, the Zamp Tax app can be found by going to Search (at the top of the page) Find Integrations searching for Zamp.
  3. Navigate to My Integrations through the search bar, or through the icon at the top right of the screen.
  4. Select Launch under Zamp Tax. You will be authenticated and taken to the Zamp Tax app’s configuration and settings page.

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Application Download and Installation

Zamp will create a Sales Tax Payable account within your Chart of Accounts during installation. If you are at the limit for your Quickbooks tier (Check Usage Limits here), installation will fail. Ensure you have at least one remaining spot for the Zamp account.
1

Installing the Zamp Tax Application

  1. Navigate to the Quickbooks Marketplace, or going to Search (at the top of the page) Find Integrations  searching for Zamp.
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2

Opening the Zamp Tax Application

  1. Navigate to My Integrations through the search bar, or through the icon at the top right of the screen.
  2. Select Launch under Zamp Tax. You will be authenticated and taken to the Zamp Tax app’s configuration and settings page.
    1. Your user will be assigned Admin of the application when opening. This can be re-assigned at anytime
  3. The Zamp Tax Application will open in a new tab of your browser
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Setting Configuration

1

Entering and Saving your API Token

  1. Enter your Zamp API token under Zamp API Token *
  2. Save by pressing Update API Token
2

Enable Settings

  1. Allow Zamp to handle tax calculations
    1. Enable this option to have Zamp handle sales tax calculations for your invoices, recurring invoices, and sales receipts.
  2. Sync transactions with Zamp
    1. Enable this option to send your invoices, recurring invoices, credit memos, and sales receipts automatically to Zamp for sales tax filing purposes.
  3. Retain Zamp logs for 30 days
    1. Enable this option to keep your logs (under the Logs navigation item) saved for 30 days. This can be helpful for our support team should you have questions.
  4. Enable transaction sync recalculation
    1. This determines if you would like Zamp to recalculate taxes on your historical transactions. This is an optional setting.