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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
    • Export Automatically:
      • Clients
      • Invoices
      • Merged Invoices
      • Transactions
      • Products
      • Refunds
    • Import And Synchronize:
      • Clients
      • Invoices
      • Transactions
      • Products
    • Manage Relations:
      • Clients With Automatching
      • Custom Client Fields
      • Products With Automatching
      • Invoices With Automatching
      • Tax Rules
      • Currencies
      • Payment Gateways - Including Payment Methods, Deposits And Currencies
    • Choose Default Product Item
    • Choose Default Domain Item
    • Choose Account For Products
    • Choose Tax Zero-Rated
    • Choose Home Currency
    • Set Client Business Number Custom Field
    • Define Automatic Export Settings
    • Set Printed Invoices Custom Field
    • Choose Accounts Receivable
    • Choose Invoice Default Class
    • 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 5.4 Up To PHP 7
    • Supports WHMCS V6 and V7
  • Requirements
    • QuickBooks Desktop Account
    • QuickBooks Web Connector
    • WHMCS With HTTPS and SSL Certificate
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Changelog

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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