QuickBooks Online For WHMCS

QuickBooks Online For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v7.7

ModulesGarden 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!

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 Product Item
  • Define Default Addon Item
  • Define Default Domain 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

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 V7.4 And Later
  • Easy Module Upgrade To Open Source Version

Requirements:

  • QuickBooks Online Account
  • OAuth PHP Library - Connect Using Secure Protocol

 

Reviews

5 stars
9
9
4 stars
0
0
3 stars
0
0
2 stars
0
0
1 star
2
2

Jacques Lapare @JackLapare

February 18, 2019 at 04:33:32 PM

Great 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.

  • 6 months ago
  • Version Number 1.5.0
  • Edited

iQWeb Solutions @iqweb5010

February 12, 2019 at 06:20:59 PM

Great product, connects to quickbooks online seamlessly and were able to sync products and contacts with a breeze. Helping us save time for invoices so we can focus more on other aspects.

  • 7 months ago
  • Version Number 1.5.0

Taylor George @taylor3908

January 23, 2019 at 03:28:17 AM

Essential module for staying in sync with Quickbooks. My bookkeeper uses this, and says it is a total life saver.

  • 7 months ago
  • Version Number 1.5.0

Nghia Than @itvietnam

December 23, 2018 at 06:44:22 AM

The absolute top module and the only right tool for users of QuickBooks Online who want to be in sync with WHMCS data. I use it since 2017, and going to buy one more license for my other site. Synchronization is super easy and you can always decide what information you want to integrate. Better than modules buy from myworks.design. I tried them but support was terrible. Highly recommended!

  • 8 months ago
  • Version Number 1.5.0

Mitchell Langford @mitchell4788

September 24, 2018 at 11:43:17 AM

Have started the transition to Quickbooks Online, and this module is really well developed! It is super easy to setup, very detailed documentation from ModulesGarden. The pre-sales support is really great, really helpful. Really easy to sync invoices, customers and transactions to Quickbooks Online, saved so much time! Thanks!

Mitchell
---Observable Web---
https://observableweb.com.au

  • 11 months ago
  • Version Number 1.4.4

Martin Chan @martin1110

May 26, 2018 at 06:36:10 AM

I have bought this module for my accounting. We do not have many transactions, thus it is a quarterly affair. However, the module saves us plenty of time. All our invoices and payments are imported just a few clicks away. Especially good for a small organization like us, it helps to reduce type-errors and import the information is a breeze.

  • 1 year ago
  • Version Number 1.4.3

Kurt Willmon @kurt7752

March 21, 2018 at 05:51:32 PM

Ridiculous, unnecessarily difficult installation and integration procedures that require you create a developer account at intuit. I've been in this industry for 25 years and the only other time I remember such a difficult installation process, it was another ModulesGarden product. I canceled before the 7-day trial ended and bought the WHMCS extension by MyWorks design instead.

Compare installation instructions between the two and you'll see what I mean.
ModulesGarden instructions: https://www.docs.modulesgarden.com/QuickBooks_Online_For_WHMCS#Installation
MyWorks instructions: https://docs.myworks.software/whmcs-quickbooks-sync-module/documentation/install-upgrade-instructions

I also noticed that MyWorks' app is listed on Intuit's Apps.com site but ModuleGarden's app is not listed on it. There must be a reason for that.

Lastly, MyWorks has 24/7 support in the USA. ModuleGarden support is available only during their business hours in Poland.

  • 1 year ago
  • Version Number 1.4.2
  • Edited

Balaji Sankaranarayanan @balaji201

September 25, 2017 at 10:26:57 AM

Had 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.

  • 1 year ago
  • Version Number 1.4.0

Sean Low @Seanlow

September 16, 2017 at 04:34:39 AM

To buggy and slow response

  • 2 years ago
  • Version Number 1.4.0

Joshua Brewer @PatriaCo

January 27, 2017 at 09:07:37 PM

As Advanced Intuit Certified QuickBooks ProAdvisors, we had the pleasure of working with ModulesGarden on this outstanding Module. We used another product for several years, but it had many problems. This module far surpassed our expectations and MG continues to add new features! ModulesGarden is exceptional at keeping their modules up-to-date. We highly recommend MG! https://patriaco.com

  • 2 years ago
  • Version Number 1.2.7
  • Edited

Vladimir Nagin @Torizon-Cloud-Solutions

January 24, 2017 at 09:47:36 AM

We've been using this extension for a couple of months and it works really well. Such a time saver!

Great job and fast support guys!

  • 2 years ago
  • Version Number 1.2.7

Version Compatibility


Compatible with WHMCS v7.7

Full Version Compatibility


  • All versions of WHMCS v7.7
  • All versions of WHMCS v7.6
  • All versions of WHMCS v7.5
  • All versions of WHMCS v7.4

System Requirements


  • QuickBooks Online Account
  • OAuth PHP Library - Connect Using Secure Protocol

* Requirements listed are in addition to the WHMCS default system requirements.

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By ModulesGarden

Changelog

v1.5.1 Released March 5th, 2019

Latest Version


  • 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
  • Bug Fix: Resolved problem of exporting clients with TZS home currency - case #226

 

Previous Versions


v1.5.0 Released November 14th, 2018

View/hide detailed changelog

  • New Feature: Assign relations between your WHMCS and the existing in QuickBooks transactions
  • New Feature: Promotion codes support - define a promotional QuickBooks item that will be used for exported WHMCS invoices with promo codes applied
  • New Feature: 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
  • Improvement: Webhooks will be now used to maintain synchronization with events between WHMCS and QuickBooks to offload the resource usage
  • Improvement: Once a specific relation with QuickBooks has been added, it must be unassigned beforehand to reuse it to avoid conflicts
  • Improvement: 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
  • Bug Fix: Eliminated problem with a missing client email address on the exported to QuickBooks invoice
  • Bug Fix: Fixed export of currency exchange rates to QuickBooks
  • Bug Fix: Assorted code, UI and language corrections

 

v1.4.4 Released August 23rd, 2018

View/hide detailed changelog

  • Improvement: Added 'Disconnect' button to terminate OAuth connection with QuickBooks API - case #180
  • Improvement: 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
  • Bug Fix: Canceled invoices in WHMCS will no longer appear on the export list to QuickBooks (requires the 'Delete Cancelled' option enabled) - case #172
  • Bug Fix: Resolved issue with an invalid relation for the 'Default Domains Item' field that might have caused the 'ValidationFault: Invalid Reference Id' error - case #159
  • Bug Fix: Corrected problem with invalid items pricing on QuickBooks invoices that could have occurred in certain cases - case #184

 

v1.4.3 Released April 23rd, 2018

View/hide detailed changelog

  • New Feature: WHMCS V7.5 support
  • New Feature: PHP 7.1 and 7.2 support

 

v1.4.2 Released February 8th, 2018

View/hide detailed changelog

  • Bug Fix: Corrected detection of HTTPS availability for the OAuth2.0 authorization

 

v1.4.1 Released January 25th, 2018

View/hide detailed changelog

  • Bug Fix: Resolved error in exporting payments appearing if a transaction number contained special characters - case #174
  • Bug Fix: Corrected 'Authentication Failed' errors in logs that used to occur on cron execution - case #167
  • Bug Fix: Added a UTF-8 converter to resolve issues with custom characters occurring upon exporting clients - case #170
  • Bug Fix: Eliminated issue that could result from setting the incorrect tax relations
  • Bug Fix: Solved issue with rounding up the invoice amounts for the GBP currency in the QuickBooks Online UK system - case #168

 

v1.4.0 Released August 2nd, 2017

View/hide detailed changelog

  • New Feature: Support for OAuth 2.0 connection method to QuickBooks Online API
  • New Feature: 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
  • Bug Fix: Payment method of the invoice is now properly exported to QuickBooks Online
  • Bug Fix: Surmounted 'ValidationFault: Required param missing' error occurring upon the export of the invoice with zero tax rate and taxable items
  • Bug Fix: Fixed SQL syntax errors that might occur on cron execution
  • Bug Fix: Assorted tweaks to exported tax rates
  • Bug Fix: Various code and language adjustments

 

v1.3.2 Released July 20th, 2017

View/hide detailed changelog

  • Bug Fix: Corrected connection on servers that block POST request method with <!--, --> characters

 

v1.3.1 Released June 8th, 2017

View/hide detailed changelog

  • New Feature: WHMCS V7.2 support
  • New Feature: 'Delete Cancelled' option to remove invoices already cancelled in QuickBooks Online platform
  • New Feature: '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 February 22nd, 2017

View/hide detailed changelog

  • New Feature: Define product addons relations
  • New Feature: Define domains relations
  • New Feature: Set additional billing cycles for items in products relations
  • Improvement: Section 'Payment Deposits' converted into 'Payment Gateways' to allow more complex data relations
  • Improvement: Added 'Total' value column in 'Invoices' section
  • Bug Fix: Corrected display of subtotal values in 'Invoices' secion
  • Bug Fix: Displaying proper status of multi-currency in 'Configuration' section
  • Bug Fix: Resolved problem with relations of non-taxed items

 

v1.2.7 Released November 4th, 2016

View/hide detailed changelog

  • New Feature: PHP 7 support
  • New Feature: Check if invoices and transactions already exist before exporting it

 

v1.2.6 Released October 18th, 2016

View/hide detailed changelog

  • New Feature: WHMCS V7 support

 

v1.2.5 Released July 22nd, 2016

View/hide detailed changelog

  • 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 February 1st, 2016

View/hide detailed changelog

  • Removed: Invoice item price restriction
  • Bug Fix: Import invoices with discount

 

See also

QuickBooks Online Automatic Sync Module

Our WHMCS QuickBooks Online Automatic Sync Module is your complete solution for a two-way streamlined billing and accounting workflow if you use QuickBooks Online to manage your accounting for WHMCS.

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Xero

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OpenSRS Account Balance

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KashFlow Accounting

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Expenses Tracker

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