Overview
QuickBooks Online For WHMCS is a module created to integrate financial data collected in your WHMCS into a world-famous accounting software platform - QuickBooks Online. By virtue of it, you will be able to export your vital information including client details, invoices, transactions and refunds to QuickBooks Online data repository in order to keep your finances well-organized and accurate.
The module will allow you to choose the type and range of synchronization. It can be done manually by selecting the data you wish to integrate, or you can automate the process with a cron job. In either case, owing to logs you will be able to keep track of each exported piece of information. Additionally, you will be enabled to set up taxes and manage payment gateways together with currencies and payment deposits. Maintaining all adjusted elements in perfect harmony will be hassle-free upon the automatic or manual assignment of relations between any detail stored in your WHMCS and QuickBooks Online.
Put your business finances in apple-pie order with the help of QuickBooks Online For WHMCS! Obtain the module now and never again lose control over the money coming in and out of your company!
Features
-
Module
- Export Manually:
- Clients
- Invoices
- Transactions
- Export Automatically:
- Clients
- Invoices
- Transactions
- Manage Relations:
- Clients
- Products
- Domains
- Addons
- Invoices
- Tax Rules
- Payment Gateways - Including Currencies And Payment Deposits
- Transactions
- Create Own Custom Rules
- Set Relations Automatically Or Manually
- View Export And Cron Run Summary
- Define Automatic Export Settings Of:
- Client
- Invoice
- Payment
- Refund
- Define Default Products Item
- Define Default Addons Item
- Define Default Domains Item
- Define Default Refund Receipt Item
- Define Default Promotional Item
- Define Tax Zero-Rated
- Define Tax Type
- Define Client Name Display Format
- Define Gateway Fee Account
- Define Shorten Transaction ID Method
- Define Webhooks Token
- Toggle Debug Mode
- View Logs
- Export Manually:
-
General Info
- Multi-Currency Support
- Refunds Support
- Can Work Along Other Systems On Single QuickBooks Account
- Multi-Language Support
- Supports OAuth 2.0
- Supports PHP 7.1 Up To PHP 7.4
- Supports WHMCS V7.10 And Later
- Easy Module Upgrade To Open Source Version
-
Requirements
- QuickBooks Online Account
- OAuth PHP Library - Connect Using Secure Protocol
Changelog
v1.7.0
Released: Apr 14th, 2021
New Feature
- WHMCS V8.1 support
- Custom Rules - assign WHMCS invoices to specific QuickBooks services based on the rules of the found items - case #286
- Gateway Fee Account - define the relation between WHMCS transaction fees and QuickBooks deposit account - case #240
Improvement
- Choose whether to shorten transaction IDs by cutting the first or the last characters of the string accordingly - case #249
- Tax type configuration will be now automatically set based on the WHMCS tax settings
- Access token validity will be now automatically refreshed
Removed
- Deprecated "--refreshAccessToken" parameter for cron configuration
- Support for WHMCS V7.9 and previous
Bug Fix
- Adjusted pagination that might have caused issues with loading the list of items to export and log records - case #280
- Eliminated issue where invoice due date was not properly passed to QuickBooks - case #281
- Resolved problems with establishing the connection if the server was using SSL - case #282
- Eliminated "Duplicate Name Exists Error The name supplied already exists" message that might have shown up on WHMCS V8.1
- A message about incorrect "zero tax" configuration has been hidden if that was not used in QuickBooks - case #238
- Fixed issue that might have caused "Integrity constraint violation: (...) for key 'qb_payment_id'" error - case #287
- Solved case that might have caused "Business Validation Error: Transaction detail has tax rate, but corresponding tax or net amount is missing" error - case #288
- Corrected code to prevent "Required param missing, need to supply the required value for the API Required parameter TxnTaxDetail.TaxLineDetail.TaxLine.TaxRateRef is missing in the request" error when exporting invoices - case #289
- Eliminated a large number of warnings generated into the "tblerrorlog" database table
- Other code corrections and UI improvements
v1.6.5
Released: Oct 15th, 2020
Bug Fix
- Resolved rare case where the module could have lost the connection with the QuickBooks session - case #278
v1.6.4
Released: Oct 7th, 2020
New Feature
- WHMCS V8.0 and PHP 7.4 support
Removed
- Support for PHP 7.0 and previous
- Support for WHMCS V7.8 and previous
Bug Fix
- Other minor code corrections
v1.6.3
Released: Jul 9th, 2020
Bug Fix
- Corrected invoice matching process that was sorting invoices from the most recent instead of the oldest ones - case #271
v1.6.2
Released: Jun 4th, 2020
New Feature
- Module can now fully support combining of tax level 1 and tax level 2 rates - case #229
Removed
- Support for WHMCS V7.7 and previous
Bug Fix
- Fixed issue where not all entries might be included for the "Default QuickBooks Item" setting when configuring relations for products - case #269
v1.6.1
Released: Mar 25th, 2020
New Feature
- WHMCS V7.10 support
Improvement
- Added "Default Refund Receipt Item" configuration option - case #261
- Added ability to "Delete All Relations" at once (clients, products, invoices etc.) - case #266
Bug Fix
- Assorted adjustments to resolved cases with exporting refunded invoices to QuickBooks - case #261
- Fixed "Your server uses the HTTP connection now." notification that might have been shown even when the server used HTTPS protocol - case #262
- Resolved issue with matching transaction with payments when their IDs were truncated to 21 characters as required by QuickBooks - case #263
v1.6.0
Released: Jan 9th, 2020
New Feature
- WHMCS V7.9 support
- Module can now work along with multiple WHMCS or other systems synchronized with the single QuickBooks Online account - case #247
- Invoice unpaid cron synchronization - if the invoice is manually paid in the QuickBooks Online panel, the relevant transaction will be also added to the corresponding invoice in the WHMCS - case #247
- 'Prevent Duplication' - block attempts to send WHMCS invoice to the QuickBooks if the same invoice ID already exists in the QuickBooks Online panel
- 'Synchronize Invoice Number' - allow QuickBooks Online panel to generate by itself subsequent invoice numbers and assign them to the generated WHMCS invoices - case #247
- 'Failure Notifications' - send hourly or daily email notifications to a chosen administrator about specified item failures
Removed
- Support for WHMCS V7.6 and previous
Bug Fix
- Corrected issue with display of invalid 'Access Token Valid Time' when incorrect time zones were set on the server - case #256
- Resolved problem with the 'Call to undefined method' error that could have occurred during the cron execution - case #255
- Fixed missing date of cron executions in logs if cron was executed with arguments - case #253
- Other minor code corrections
v1.5.3
Released: Nov 21st, 2019
Bug Fix
- Solved problem with toggled date filters which could have worked improperly - case #248
- Resolved issue with the "The response_type query parameter is missing from the authorization request" error - case #251
- Minor code corrections
v1.5.2
Released: Oct 25th, 2019
New Feature
- WHMCS V7.8 support
Improvement
- A new toggle was added in order to prevent the duplication of invoices if more than one WHMCS is synchronized with QuickBooks - case #232
Removed
- Support for WHMCS V7.5 and previous
Bug Fix
- Resolved issue with the exchange rate when the main QuickBooks currency is different than the main WHMCS currency - case #219
- Corrected updating of invoice number and date when the "Proforma Invoicing" option is enabled - case #228
- Fixed SQL error that could have occured in the "Relation: Transactions" section if there was more than one transaction assigned to the invoice - case #231
- Resolved issue with the export of transactions of the same ID number - case #235
- Solved problem that could have caused the QuickBooks payment IDs being empty in the "Logs" section - case #237
- Corrected process of errors capturing while authenticating with QuickBooks - case #243
- Other minor corrections
v1.5.1
Released: Mar 5th, 2019
New Feature
- WHMCS V7.7 and PHP 7.3 support
Removed
- Support for WHMCS V7.3 and previous
Bug Fix
- Fixed case of an invalid database decoding that might have caused the "Access Token has been invalidated" error - case #225
- Resolved problem of exporting clients with TZS home currency - case #226
v1.5.0
Released: Nov 14th, 2018
New Feature
- Assign relations between your WHMCS and the existing in QuickBooks transactions
- Promotion codes support - define a promotional QuickBooks item that will be used for exported WHMCS invoices with promo codes applied
- Set relations automatically by matching customers, products, domains, addons, invoices, and transactions with their equivalents in QuickBooks if such already exist
Improvement
- Added information to logs about the lack of possibility to export merged mass pay invoices if they contain references to other invoices
- Webhooks will be now used to maintain synchronization with events between WHMCS and QuickBooks to offload the resource usage
- Once a specific relation with QuickBooks has been added, it must be unassigned beforehand to reuse it to avoid conflicts
- When disconnecting with QuickBooks, information including a URL to guide you on how to properly reconnect with the QuickBooks account will be displayed
Removed
- Regular hourly cron synchronization - no longer needed, use webhooks feature instead
Bug Fix
- Resolved issue with the option to disconnect the module with QuickBooks correctly
- Eliminated problem with a missing client email address on the exported to QuickBooks invoice
- Fixed export of currency exchange rates to QuickBooks
- Assorted code, UI and language corrections
v1.4.4
Released: Aug 23rd, 2018
Improvement
- Added 'Disconnect' button to terminate OAuth connection with QuickBooks API - case #180
- Added synchronization of transactions to the invoices with credit payments - case #157
Removed
- Support for OAuth 1.0 authentication method
Changed
- Design adjustments of the connection button to QuickBooks
Bug Fix
- Fixed 'Invalid tax rate id' error that might have occurred when exporting an invoice with the tax applied - case #186
- Canceled invoices in WHMCS will no longer appear on the export list to QuickBooks (requires the 'Delete Cancelled' option enabled) - case #172
- Resolved issue with an invalid relation for the 'Default Domains Item' field that might have caused the 'ValidationFault: Invalid Reference Id' error - case #159
- Corrected problem with invalid items pricing on QuickBooks invoices that could have occurred in certain cases - case #184
v1.4.3
Released: Apr 23rd, 2018
New Feature
- WHMCS V7.5 support
- PHP 7.1 and 7.2 support
v1.4.2
Released: Feb 8th, 2018
Bug Fix
- Corrected detection of HTTPS availability for the OAuth2.0 authorization
v1.4.1
Released: Jan 25th, 2018
Bug Fix
- Resolved error in exporting payments appearing if a transaction number contained special characters - case #174
- Corrected 'Authentication Failed' errors in logs that used to occur on cron execution - case #167
- Added a UTF-8 converter to resolve issues with custom characters occurring upon exporting clients - case #170
- Eliminated issue that could result from setting the incorrect tax relations
- Solved issue with rounding up the invoice amounts for the GBP currency in the QuickBooks Online UK system - case #168
v1.4.0
Released: Aug 30th, 2017
New Feature
- Support for OAuth 2.0 connection method to QuickBooks Online API
- Support for {$clientId} variable to 'Client Display Name Format' field
Improvement
- More details are now available in logs
Bug Fix
- Solved problem preventing the re-export of payments in case an error occurred previously
- Payment method of the invoice is now properly exported to QuickBooks Online
- Surmounted 'ValidationFault: Required param missing' error occurring upon the export of the invoice with zero tax rate and taxable items
- Fixed SQL syntax errors that might occur on cron execution
- Assorted tweaks to exported tax rates
- Various code and language adjustments
v1.3.2
Released: Jul 20th, 2017
Bug Fix
- Corrected connection on servers that block POST request method with <!--, --> characters
v1.3.1
Released: Jun 8th, 2017
New Feature
- WHMCS V7.2 support
- 'Delete Cancelled' option to remove invoices already cancelled in QuickBooks Online platform
- 'Add Funds Invoice' option to disable synchronization of 'Add Funds' ('Add Credit') invoices
Bug Fix
- Corrected export of currency exchange rates
v1.3.0
Released: Feb 22nd, 2017
New Feature
- Define product addons relations
- Define domains relations
- Set additional billing cycles for items in products relations
Improvement
- Section 'Payment Deposits' converted into 'Payment Gateways' to allow more complex data relations
- Added 'Total' value column in 'Invoices' section
Bug Fix
- Corrected display of subtotal values in 'Invoices' secion
- Displaying proper status of multi-currency in 'Configuration' section
- Resolved problem with relations of non-taxed items
v1.2.7
Released: Nov 4th, 2016
New Feature
- PHP 7 support
- Check if invoices and transactions already exist before exporting them
v1.2.6
Released: Oct 18th, 2016
New Feature
- WHMCS V7 support
v1.2.5
Released: Jul 22nd, 2016
Improvement
- validate the length of the client's phone number
Changed
- Rename from 'QuickBooks' to 'QuickBooks Online'
Bug Fix
- Calculate tax - 1 cent issue has been resolved
v1.2.4
Released: Feb 1st, 2016
Removed
- Invoice item price restriction
Bug Fix
- Import invoices with discount
v1.2.3
Released: Dec 14th, 2015
Changed
- Cut client name to fulfill QuickBooks requirements
Improvement
- Throw exception if the amount for an item is not supported by QuickBooks
- Throw exception if tax to tax rate relation is not found
Bug Fix
- Incorrect payment date on exported transactions in QuickBooks
v1.2.2
Released: Nov 26th, 2015
Changed
- Request and response files are no longer stored
Bug Fix
- Display all available items in dropdown menu
v1.2.1
Released: Oct 26th, 2015
Improvement
- Support for special characters
Bug Fix
- Rounding taxes
v1.2.0
Released: Sep 8th, 2015
New Feature
- WHMCS V6 support
- Multi-Currency support
- Define tax rules relations
- Define zero tax rule
- Define payment deposits relations
- Define client name display format
- Automatically shorten transaction ID
v1.1.0
Released: Jun 17th, 2015
New Feature
- Create QuickBooks item
- Link WHMCS product with QuickBooks item
- Link WHMCS invoice with already existing QuickBooks invoice
- Link WHMCS client with already existing QuickBooks client
Improvement
- Show details of connected QuickBooks account
v1.0.0
Released: May 27th, 2015
Launch
- Stable Release
Reviews
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QuickBooks Online For WHMCSDavid 3 months agoThe 7 day trial was perfect to try before buying - and after the initial setup the module works great!
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QuickBooks Online For WHMCSGavin Von Der Heyden (VonDesign) 5 months agoWe have been in contact with Modules Garden with a couple of modules and they have always been very quick to help , we logged a ticket to for help with a 7 day free access for QuickBooks Online For WHMCS and with in little bit of time it was activated and ready to go.
They have always been very helpful with their plugins. -
QuickBooks Online For WHMCSMalik Hemani (Graphic Stylus LLC) 6 months agoWe were using another module who stopped supporting and went dark. Turned to this module. Had few questions about migration and setup. They are fast and very helpful. Works as promised. Even had few extra features we loved.
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QuickBooks Online For WHMCSJames 7 months agoI could not live without this module. They are the best. Hands down. And this Quickbooks module is simply perfect. Perfect in every single way. Thank you guys
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QuickBooks Online For WHMCSAlexandre Alves (Collectif WEB) 2 years agoGreat app, very useful.
I removed a star because of one important missing feature :
this module can't work with combined taxes (like in Quebec, we charge TPS and TVQ).
Every invoices are sync with TPS only. I need to change it manually unfortunately.
But their team told me that they are planning on changing this at the next update.
I will change my review to 5* as well when this will be ready. -
QuickBooks Online For WHMCSTaylor R. 2 years agoWe use Quickbooks online, and this is a really helpful module for staying in sync with the bank. Again, saving so much time for us!
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QuickBooks Online For WHMCSBalaji Sankaranarayanan (Tecknologics) 3 years agoHad been using Modules Garden's QuickBooks for WHMCS since September 2015, since their 1st release. Though we had a bit of lag in understanding configuring QuickBooks dev login, ModulesGarden team assisted us at right time to get things setup.
Since then, we had been one of the early and happy clients of them. The module is made to the point, Sync clients, transactions and invoices. Also, the module has a very redundant code base which keeps us cool and out of worries. We hope to continue using this module for every.
Great work guys.
