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Overview

QuickBooks Desktop For WHMCS is an inventive module built to establish a bidirectional integration between your WHMCS and a deluxe accounting platform - QuickBooks Desktop! With customer details, invoices, transactions, taxes and more crucial information being readily harmonized, you will gain access to a consistent repository of your financial data and thus handle your business dealings with far greater speed and efficiency!

The module will arm you with the power to decide on the manner and scope of data synchronization. The export tasks might be executed either manually or through the Web Connector while import mechanisms are performed automatically by a cron job. Whatever method you adopt, with accurate summaries on the dashboard and informative logs you will always trace the adjusted data easily. Any cases when the task execution ends with no success will be additionally reported via email to the administrator of your choice. Moreover, to ensure full coherence and transparency of any integrated elements, you will be able to declare relations of clients, products, invoices and other WHMCS particulars with corresponding pieces of data in QuickBooks Desktop. Expenses can be also further categorized by selecting a default class for each invoice generated in your system.

With this many benefits raised by a variety of features at hand, QuickBooks Desktop For WHMCS is a solution of well-proven worth. Order the module today and look how quickly it brings foolproof discipline right into your business finances!

Features

  • Module
    • Export Manually:
      • Clients
      • Invoices
      • Transactions
      • Products
      • Credit Payments
      • Product Addons
    • Export Automatically:
      • Clients
      • Invoices
      • Merged Invoices
      • Transactions
      • Products
      • Refunds
      • Credit Payments
    • Import And Synchronize:
      • Clients
      • Invoices
      • Transactions
      • Products
    • Manage Relations:
      • Clients With Automatching
      • Custom Client Fields
      • Products With Automatching
      • Product Addons With Automatching
      • Domains With Automatching
      • Invoices With Automatching
      • Tax Rules
      • Currencies
      • Payment Gateways - Including Payment Methods, Deposits And Currencies
      • Create Own Custom Rules
    • Choose Default Product Item
    • Choose Default Domain Item
    • Choose Account For Products
    • Choose Tax Zero-Rated
    • Choose Home Currency
    • Set Exported Client Name Format
    • Set Client Business Number Custom Field
    • Define Automatic Export Settings
    • Set Printed Invoices Custom Field
    • Choose Accounts Receivable
    • Choose Invoice Default Class
    • Choose Gateway Fee Account
    • Send Email Notifications About Task Failures
    • View Export And Cron Run Summary
    • View Web Connector Task
    • View Logs
    • Set Web Connector Account
  • General Info
    • Multi-Currency Support
    • Refunds Support
    • Multi-Language Support
    • Supports PHP 5.6 Up To PHP 7.3
    • Supports WHMCS V7.6 And Later
    • Easy Module Upgrade To Open Source Version
  • Requirements
    • QuickBooks Desktop Account
    • QuickBooks Web Connector
    • WHMCS With HTTPS and SSL Certificate
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Changelog

v1.3.0 Released: Oct 2nd, 2019
New Feature
  • WHMCS V7.8 support
  • Manual export of product addons
Removed
  • Support for WHMCS V7.5 and previous
Bug Fix
  • Fixed problem with saving the value in the "Clients Query Date" field - case #181
  • Resolved errors with parsing XML text stream that might have occurred when invoice description contained some special characters (such as an apostrophe or certain diacritics) - case #182
  • Solved issue with using WHMCS search bar when QuickBooks Desktop module is open - case #186
  • Fixed "There was an error when saving a ReceivePayment" error occurring when exporting refunded transactions - case #187
  • Resolved problem with displaying transactions to export when one of the WHMCS clients was deleted - case #188
  • Minor code corrections
v1.2.0 Released: May 15th, 2019
New Feature
  • Custom Rules - assign WHMCS invoices to specific QuickBooks services based on the rules of the found items
  • Gateway Fee Account - define the relation between WHMCS transaction fees and QuickBooks deposit account - case #136
  • Define relations between QuickBooks services and domain TLDs and product addons - case #132
  • Added support for proforma invoices that will be now exported only after full payment has been made - case #156
Improvement
  • From now, if a single relation in QuickBooks has been deleted, that relation will be deleted in WHMCS accordingly
  • Added fail-over "--exportPayments" and "--exportInvoices" arguments to cron to check if all payments and transactions have been exported (last 24 hours), if not, a task to re-export missing items is created - case #153
  • Added possibility to search by "TxnID" attribute in Invoices Relations section - case #115
  • Minor UI adjustments
Changed
  • Long product names will be now automatically cut to the maximum of 31 characters to meet QuickBooks requirements - case #149
  • "Credit Payments" section has been moved from "Relations" to "Export" menu
Bug Fix
  • Fixed issue with refunding credit card payments - case #113
  • Resolved problem with exporting invoices when their items have HTML tags used in the description - case #114
  • Corrected "Clients Query" task that might have failed due to a large number of clients - case #158
  • If the "Delete Cancelled" invoice synchronization option is disabled, the canceled invoices will be marked properly as "Void" in QuickBooks
  • Invoices voided in QuickBooks will be now also properly synchronized with WHMCS - case #116
  • Invoices marked as "Draft" will no longer be unnecessarily exported until their status has changed
  • "Payment Creation" task will be now locked after creation until the related invoice is actually exported - case #154
  • Invoices fully paid by credits will no longer be listed on the "Export Invoices" section with a total amount of 0.00
  • Other code tweak-ups and corrections
v1.1.4 Released: Apr 2nd, 2019
New Feature
  • WHMCS V7.7 and PHP 7.3 support
  • "Credit Payments" section to check transactions synchronization - case #102
  • Cron task that checks if all transactions from the last 24 hours have been correctly exported and, in case of failure, attempts to export them again - case #153
Removed
  • Support for WHMCS V7.4 and previous
Bug Fix
  • Eliminated issue with parsing XML text stream caused when the "•" character was used in the WHMCS invoice item description - case #127
  • Resolved issue with proper client linking with QuickBooks after merging two WHMCS accounts into one - case #131
  • Product update task will no longer be added every time after saving the configuration but only when the actual name was changed - case #134
  • Fixed case where the cron task switched non-taxed invoice items to taxed - case #140
  • "This Week", "This Month" and "This Fiscal Year" options of Transaction and Invoice Synchronization Date will be now properly processed by "Invoice Query" synchronization task - case #141, #145
  • Eliminated issue which could cause "There is a missing element: "EditSequence" error after adding a client relation - case #143
  • Fixed "Provided edit sequence is out-of-date" error after the attempt to add credits to an invoice by admin caused if the payment was formerly changed in QuickBooks - case #147
  • Other minor corrections
v1.1.3 Released: Apr 25th, 2018
New Feature
  • WHMCS V7.5 support
  • PHP 7.1 and 7.2 support
v1.1.2 Released: Feb 22nd, 2018
New Feature
  • 'Customer Name Format' field - define the client name format that will be exported to the QuickBooks Desktop panel - case #119
Bug Fix
  • Corrected locking of tasks responsible for the export of invoices - case #111
  • Adjusted creation of relations for credit payments
  • Resolved export problem with invoices that contain item names with special characters like '&' - case 117
  • Fixed export of a client with relations to custom fields that are empty - case #120
  • Corrected issue with the export of a client with the currency other than default - case #121
v1.1.1 Released: Oct 31st, 2017
New Feature
  • WHMCS V7.3 support
Improvement
  • Assorted optimizations to improve handling of multiple data and tasks at the same time
Bug Fix
  • Canceled invoices will no longer be unnecessarily listed for export
  • Corrected synchronization status of the invoices with value 0.00
  • After invoice cancellation, the related payments will now be deleted accordingly
  • Resolved issue with 'Task with ticket has not been found' after performing the mass export of clients
  • Resolved problem with fonts not being properly loaded over HTTPS
v1.1.0 Released: Sep 13th, 2017
New Feature
  • 'Printed Invoices' custom field - permit clients to enable the 'Print Later' option for their invoices
  • Choose 'Invoice Default Class' relation
  • 'Payment Gateways' section - manage relations between payment methods, deposits and currencies more smoothly
  • 'Failure Notifications' - send hourly or daily email notifications to a chosen administrator about specified task failures
  • Manual export of transactions
Improvement
  • Compatibility with QuickBooks Pro 2013 (case #84)
  • Default configuration is now created after the module activation
  • Added transaction status to invoice relations
  • Relation search filter is no longer capitalization-sensitive
  • Assorted adjustments to transactions with credit payments
Changed
  • Payments deposits moved from 'Currencies' relations to the new 'Payment Gateways' section
Removed
  • .htaccess file - no longer necessary for the module
Bug Fix
  • Corrections to the 'Select All' checkbox behavior
  • Bug Fix: Added 'Accounts Receivable' field to fix 'Object specified in the request cannot be found' error that might appear during the invoice export (case #81)
  • Minor code and language alterations
v1.0.2 Released: Jun 9th, 2017
New Feature
  • WHMCS V7.2 support
  • 'Delete Cancelled' option to remove invoices already cancelled in QuickBooks Desktop platform
  • Automatic export of client during manual invoice export
  • List of invoices that belong to not exported clients
Improvement
  • Enhanced compatibility with cron lock executions on Windows based platforms
Bug Fix
  • Solved problem with synchronization of edited QuickBooks invoices
  • Corrected XML text stream parsing
  • Resolved issue with exporting products with custom characters in description
v1.0.1 Released: Apr 25th, 2017
New Feature
  • 'Clients Query Limit' - define the number of users that shall be fetched from API at a time
  • 'Clients Query Status' - choose all, active or inactive clients to be fetched from API
Improvement
  • DataTables library loading in WHMCS V7
Bug Fix
  • Corrected transactions pairing
  • Adjusted link to documentation
v1.0.0 Released: Feb 1st, 2017
Launch
  • Initial Release
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Reviews

  • 9 months ago
    This addon for WHMCS is, by far, the best tool I've found for those of us who take orders via WHMCS and accounting via Quickbooks. It can sync both ways between Quickbooks and WHMCS in the background. It has it's quirks, but once optimized with the settings you want, works flawlessly to sync data behind-the-scenes between the two systems. You need to keep Quickbooks and the Web Connector open on your computer at all times for it to work, but it creates customers, invoices & products on both sides, automatically mapping customer orders to the proper customers in Quickbooks, and also allows you to map payment types to different deposit accounts. The only thing I can complain about is the price... Paying $250 annually for a small business, when there are many other expenses, is a difficult proposition. I don't mind $250 as the initial price, but perhaps a lower renewal fee would be in order, especially since now that most bugs are worked out, there aren't very many frequent updates.
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