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
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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
- 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 Promotional Item
- Define Tax Zero-Rated
- Define Tax Type
- Define Client Name Display Format
- Toggle Shorten Transaction ID
- Define Webhooks Token
- Toggle Debug Mode
- View Logs
- Export Manually:
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General Info
- Multi-Currency Support
- Refunds Support
- Multi-Language Support
- Supports OAuth 2.0
- Supports PHP 5.6 Up To PHP 7.3
- Supports WHMCS V7.6 And Later
- Easy Module Upgrade To Open Source Version
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Requirements
- QuickBooks Online Account
- OAuth PHP Library - Connect Using Secure Protocol
Changelog
- 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
- WHMCS V7.8 support
- A new toggle was added in order to prevent the duplication of invoices if more than one WHMCS is synchronized with QuickBooks - case #232
- Support for WHMCS V7.5 and previous
- 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
- WHMCS V7.7 and PHP 7.3 support
- Support for WHMCS V7.3 and previous
- 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
- 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
- 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
- Regular hourly cron synchronization - no longer needed, use webhooks feature instead
- 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
- Added 'Disconnect' button to terminate OAuth connection with QuickBooks API - case #180
- Added synchronization of transactions to the invoices with credit payments - case #157
- Support for OAuth 1.0 authentication method
- Design adjustments of the connection button to QuickBooks
- 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
- WHMCS V7.5 support
- PHP 7.1 and 7.2 support
- Corrected detection of HTTPS availability for the OAuth2.0 authorization
- 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
- Support for OAuth 2.0 connection method to QuickBooks Online API
- Support for {$clientId} variable to 'Client Display Name Format' field
- More details are now available in logs
- 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
- Corrected connection on servers that block POST request method with <!--, --> characters
- 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
- Corrected export of currency exchange rates
- Define product addons relations
- Define domains relations
- Set additional billing cycles for items in products relations
- Section 'Payment Deposits' converted into 'Payment Gateways' to allow more complex data relations
- Added 'Total' value column in 'Invoices' section
- 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
- PHP 7 support
- Check if invoices and transactions already exist before exporting them
- WHMCS V7 support
- validate the length of the client's phone number
- Rename from 'QuickBooks' to 'QuickBooks Online'
- Calculate tax - 1 cent issue has been resolved
- Invoice item price restriction
- Import invoices with discount
- Cut client name to fulfill QuickBooks requirements
- Throw exception if the amount for an item is not supported by QuickBooks
- Throw exception if tax to tax rate relation is not found
- Incorrect payment date on exported transactions in QuickBooks
- Request and response files are no longer stored
- Display all available items in dropdown menu
- Support for special characters
- Rounding taxes
- 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
- 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
- Show details of connected QuickBooks account
- Initial Release
Reviews
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QuickBooks Online For WHMCSAlexandre Alves (Collectif WEB) 9 months 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. 9 months 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) 2 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.