> ## Documentation Index
> Fetch the complete documentation index at: https://developer.zamp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Installation Guide

> Learn how to install the Zamp application on your QuickBooks Account.

# 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.

<Card title="Before you begin, ensure you have:" type="tip">
  1. QuickBooks Online
  2. An eligible account tier: Simple Start, Essentials, Plus, Advanced, or Accountant
  3. A Zamp account and a Zamp API Token
</Card>

# Prerequisites

| **Item**                                                                          | Where to Obtain                                                                                                             |
| --------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| An eligible account tier: Simple Start, Essentials, Plus, Advanced, or Accountant | Confirm which version of Quickbooks you have, through the **Subscriptions and billing** section of your Quickbooks settings |
| Your Zamp API Key for Sandbox or Production                                       | The **Integrations** page within your Zamp account, or your Zamp representative                                             |

# 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](https://qbo.intuit.com/app/qboAppCard?shortName=zamptax\&queryID=8e456ca7c47f76ba4afbfc83668e1f80) can be found by going to **Search** (at the top of the page)  **Find** **Integrations** <Icon icon="arrow-right-long" />**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.

## Application Download and Installation

<Warning>
  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](https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-subscriptions/learn-usage-limits-quickbooks-online/L6THMltE4_US_en_US)), installation will fail. Ensure you have at least one remaining spot for the Zamp account.
</Warning>

<Steps>
  <Step title="Installing the Zamp Tax Application">
    1. Navigate to the Quickbooks Marketplace, or going to **Search** (at the top of the page)  **Find** **Integrations** <Icon icon="arrow-right-long" /> **searching** for **Zamp**.
    2.     <Frame>
             <img src="https://mintcdn.com/zamp/xdG2TwHd38j320TM/images/image-14.png?fit=max&auto=format&n=xdG2TwHd38j320TM&q=85&s=9f6fd2e406f789919b9012af44f5ffa9" alt="Image" width="600" height="355" data-path="images/image-14.png" />
           </Frame>
  </Step>

  <Step title="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
           <Frame>
             <img src="https://mintcdn.com/zamp/xdG2TwHd38j320TM/images/image-15.png?fit=max&auto=format&n=xdG2TwHd38j320TM&q=85&s=197a1551ce4bd78f75198362be832b25" alt="Image" width="1707" height="783" data-path="images/image-15.png" />
           </Frame>
  </Step>
</Steps>

## Setting Configuration

<Steps>
  <Step title="Entering and Saving your API Token">
    1. Enter your Zamp API token under **Zamp API Token \***
    2. Save by pressing **Update API Token**
  </Step>

  <Step title="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 <u>optional</u> setting.
  </Step>
</Steps>