QuickBooks Desktop For WHMCS

QuickBooks Desktop For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v8.8

ModulesGarden 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!

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
    • Transactions With Automatching
    • Create Own Custom Rules
  • Choose Default Product Item

  • Choose Default Domain Item

  • Choose Account For Products

  • Choose Tax Zero-Rated

  • Choose US Default Tax

  • 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 8.1 Back To PHP 7.4
  • Supports WHMCS V8.8 Back To WHMCS V8.6
  • Easy Module Upgrade To Open Source Version

Requirements:

  • QuickBooks Desktop Product:
    • Pro Plus 2023
    • Premier Plus 2023
    • Enterprise 23.X
  • QuickBooks Web Connector 2.3.X
  • WHMCS With HTTPS And SSL Certificate
  • ionCube Loader V12 Or Later

 

Reviews

5 stars
4
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4 stars
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1 star
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Morgan Bentley @morgan9739

March 3, 2021 at 06:15:06 PM

This is a super helpful tool for our company and highly recommend to anyone receiving payments in WHMCS and using QuickBooks for accounting.
This add-on was simple to set up and set up relations between the two programs. We now have the ability to report payments received in WHMCS in a very detailed manner.

Before we were spending hours manually entering payments in QuickBooks, but with this integration it's one simple click of the button.

I highly recommend this product to anyone looking to save time and receive detailed reporting in QuickBooks. Also support has been very helpful throughout the entire process - providing prompt and clear answers to any questions I've had.

  • 3 years ago
  • Version Number 1.3.5
  • Edited

Darshan Patel @cleaningcarpetadelaide1486

September 18, 2020 at 11:38:37 AM

Nice

  • 3 years ago
  • Version Number 1.3.4

Mark Jones @mark9942

January 24, 2019 at 08:22:55 PM

We first took advantage of their free one week trial offer and tested this plugin. We needed a bit more time to test a few other features and ModulesGarden graciously worked with us to extend our testing time. We were very happy to discover that this module did everything we hoped it would.

This is going to be a huge time saver for us, not everyone wants to move QuickBooks to the cloud and this allows us to continue running the Desktop Enterprise version while incorporating clients and other data into our WHMCS system.

Well done, highly recommended!

  • 5 years ago
  • Version Number 1.1.3

Paul Tejera @paul9339

January 11, 2019 at 02:16:37 PM

A week in and it’s already paid for itself! Works great with Quickbooks Enterprise edition. It saved us a lot of hassle! Thanks!

  • 5 years ago
  • Version Number 1.1.3

1 Call Service @1199

December 19, 2018 at 07:00:08 PM

Syncs customers, invoices, and transactions quite well.

  • 5 years ago
  • Version Number 1.1.3
  • Edited

Cindy Jenel @cindyjenel8

June 9, 2018 at 06:47:57 PM

To much buggy

Joanna Byjoś @JoannaModulesGarden

June 28, 2018 at 06:22:42 PM (Edited)

May I kindly ask you to join our Support Team in a ticket and cast more light on the experienced problems? I guarantee that once you turn to us for some technical guidance, you will quickly forget about any encountered difficulty. Our specialists look forward to helping you!

Owner@ModulesGarden  
  • 5 years ago
  • Version Number 1.1.3

Matt Schlueter @matt8915

September 15, 2017 at 08:21:55 PM

This addon is a HUGE timesaver. If using Quickbooks as your primary accounting tool, but taking orders via WHMCS, this will easily sync your customer accounts, invoices, products, and now with the 1.1 update, even syncs payment accounts. so if a customer pays with a certain method, you can link that payment type to an account type in Quickbooks. Removes a ton of administrative effort. The best part is it will sync both ways, so if you add a product or customer in Quickbooks, you can sync it to WHMCS with the click of a button.

If I had to be critical of anything:
1. sometimes the sync is buggy and throws errors. However, I've contacted support on a couple occasions, and they are fairly quick to respond.
2. The cost... In my opinion $249 would be fine for this product if it were a single payment, but $249 as an annual subscription cost is a bit much. It makes it far more expensive than Quickbooks alone, since Quickbooks can last at least several years. Regardless, I'm giving it 5 stars as the product, itself, is top notch, but I strongly urge the developer to reconsider the subscription cost.

  • 6 years ago
  • Version Number 1.0.2

Version Compatibility


Compatible with WHMCS v8.8

Full Version Compatibility


  • Selected versions of WHMCS v8.8
        8.8.0
  • All versions of WHMCS v8.7
  • All versions of WHMCS v8.6

System Requirements


  • QuickBooks Desktop Product: Pro Plus 2023 / Premier Plus 2023 / Enterprise 23.X
  • QuickBooks Web Connector 2.3.X
  • WHMCS With HTTPS And SSL Certificate
  • ionCube Loader V12 Or Later

* 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

v1.5.2 Released September 18th, 2023

Latest Version


  • New Feature: WHMCS V8.8 support
  • Removed: Support for WHMCS V8.5 and previous
  • Bug Fix: Resolved issue where XML parsing errors occurred during invoice updates due to double space characters in item names - case #229
  • Bug Fix: Eliminated conversion error that could occur when trying to use the mass payment option with an invoice currency format set to "1,234.56" - case #230
  • Bug Fix: Prevented "Too few arguments to function" error that could appear when trying to run the "Invoice Query" task - case #231

 

Previous Versions


v1.5.1 Released March 29th, 2023

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  • Bug Fix: Eliminated "Undefined constant" errors that might have occurred when the import payments cron job task runs - case #228

 

v1.5.0 Released January 18th, 2023

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  • New Feature: WHMCS V8.6 and V8.7 support
  • New Feature: Support for PHP 8.1 version
  • New Feature: Support for the latest releases of QuickBooks Desktop 2023 Pro/Premier/Enterprise products
  • New Feature: Decide whether to disable the synchronization of added credit funds with QuickBooks invoices - case #214
  • New Feature: Added the "--exportClients" argument for cron job synchronization allowing to export all the existing customers from WHMCS to QuickBooks - case #218
  • Improvement: The "--exportInvoices" cron job argument will now also export the remaining clients if they have invoices - case #218
  • Changed: Requires ionCube Loader V12 or later
  • Removed: Support for WHMCS V8.3 and previous
  • Removed: Support for PHP 7.3 version
  • Bug Fix: Assorted corrections and adjustments related to QuickBooks Web Connector support
  • Bug Fix: Corrected misleading coloring of the log entries based on their types - case #216
  • Bug Fix: Other minor code corrections and UI adjustments

 

v1.4.4 Released June 29th, 2022

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  • New Feature: WHMCS V8.5 support
  • Removed: Support for WHMCS V8.1 and previous

 

v1.4.3 Released March 22nd, 2022

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  • New Feature: WHMCS V8.4 support
  • Removed: Support for WHMCS V8.0 and previous

 

v1.4.2 Released October 29th, 2021

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  • New Feature: WHMCS V8.3 support
  • Removed: Support for WHMCS V7.10 and previous

 

v1.4.1 Released June 22nd, 2021

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  • New Feature: WHMCS V8.2 support
  • Bug Fix: Minor code corrections

 

v1.4.0 Released May 12th, 2021

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  • New Feature: Support for WHMCS V8.1
  • New Feature: Assign relations between existing QuickBooks payments and WHMCS transactions - case #207
  • Improvement: If the client's WHMCS account is closed, the status of their QuickBooks account will be now changed to inactive accordingly - case #209
  • Improvement: The sandbox date field will now use the latest WHMCS V8.1 date picker
  • Removed: Support for WHMCS V7.9 and previous
  • Removed: Support for PHP 7.1 version
  • Bug Fix: Resolved "Authentication failed" error in QuickBooks Web Connector if "Trusted Proxy" was utilized with WHMCS installation - case #211
  • Bug Fix: Inactive item management will be now controlled by the "Retired" checkbox, instead of the "Hidden" one - case #210
  • Bug Fix: Other minor code corrections

 

v1.3.5 Released October 29th, 2020

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  • Bug Fix: Added "no email" flag to cron used for exporting transactions to QuickBooks to prevent sending unnecessary email notifications to clients about their old transactions - case #208

 

v1.3.4 Released September 7th, 2020

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  • New Feature: WHMCS V8.0 and PHP 7.4 support
  • Removed: Support for PHP 7.0 and previous
  • Removed: Support for WHMCS V7.8 and previous
  • Bug Fix: Fixed "Object (...) specified in the request cannot be found" error that might have occurred when assigning the tax for a client whose account is not yet active - case #205

 

v1.3.3 Released June 18th, 2020

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  • Bug Fix: Resolved issue with the "Object specified in the request cannot be found" error that occurred once adding a client when no tax relations were set - case #200
  • Bug Fix: Fixed problem with occurring the "Unable to find 'MGModule\QuickBooksDesktop\models\InvoiceQb' with criteria" error on invoice update log - case #201

 

v1.3.2 Released April 24th, 2020

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  • New Feature: WHMCS V7.10 support
  • Removed: Support for WHMCS V7.7 and previous
  • Bug Fix: Module will now replace "©" symbol to "c" character in invoice notes to prevent problems with exporting invoices - case #198
  • Bug Fix: Other minor code corrections

 

v1.3.1 Released January 30th, 2020

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  • New Feature: WHMCS V7.9 support
  • Removed: Support for WHMCS V7.6 and previous
  • Bug Fix: Resolved assorted issues related to the "QuickBooks found an error when parsing the provided XML text stream" error - case #196
  • Bug Fix: Minor code corrections

 

v1.3.0 Released October 2nd, 2019

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  • New Feature: WHMCS V7.8 support
  • New Feature: 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
  • Bug Fix: 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
  • Bug Fix: Solved issue with using WHMCS search bar when QuickBooks Desktop module is open - case #186
  • Bug Fix: Fixed "There was an error when saving a ReceivePayment" error occurring when exporting refunded transactions - case #187
  • Bug Fix: Resolved problem with displaying transactions to export when one of the WHMCS clients was deleted - case #188
  • Bug Fix: Minor code corrections

 

v1.2.0 Released May 15th, 2019

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  • New Feature: Custom Rules - assign WHMCS invoices to specific QuickBooks services based on the rules of the found items
  • New Feature: Gateway Fee Account - define the relation between WHMCS transaction fees and QuickBooks deposit account - case #136
  • New Feature: Define relations between QuickBooks services and domain TLDs and product addons - case #132
  • New Feature: 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
  • Improvement: 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
  • Improvement: Added possibility to search by "TxnID" attribute in Invoices Relations section - case #115
  • Improvement: Minor UI adjustments
  • Changed: Long product names will be now automatically cut to the maximum of 31 characters to meet QuickBooks requirements - case #149
  • Changed: "Credit Payments" section has been moved from "Relations" to "Export" menu
  • Bug Fix: Fixed issue with refunding credit card payments - case #113
  • Bug Fix: Resolved problem with exporting invoices when their items have HTML tags used in the description - case #114
  • Bug Fix: Corrected "Clients Query" task that might have failed due to a large number of clients - case #158
  • Bug Fix: If the "Delete Cancelled" invoice synchronization option is disabled, the canceled invoices will be marked properly as "Void" in QuickBooks
  • Bug Fix: Invoices voided in QuickBooks will be now also properly synchronized with WHMCS - case #116
  • Bug Fix: Invoices marked as "Draft" will no longer be unnecessarily exported until their status has changed
  • Bug Fix: "Payment Creation" task will be now locked after creation until the related invoice is actually exported - case #154
  • Bug Fix: Invoices fully paid by credits will no longer be listed on the "Export Invoices" section with a total amount of 0.00
  • Bug Fix: Other code tweak-ups and corrections

 

v1.1.4 Released April 2nd, 2019

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  • New Feature: WHMCS V7.7 and PHP 7.3 support
  • New Feature: "Credit Payments" section to check transactions synchronization
  • New Feature: 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
  • Bug Fix: Resolved issue with proper client linking with QuickBooks after merging two WHMCS accounts into one - case #131
  • Bug Fix: Product update task will no longer be added every time after saving the configuration but only when the actual name was changed - case #134
  • Bug Fix: Fixed case where the cron task switched non-taxed invoice items to taxed - case #140
  • Bug Fix: "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
  • Bug Fix: Eliminated issue which could cause "There is a missing element: "EditSequence" error after adding a client relation - case #143
  • Bug Fix: 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
  • Bug Fix: Other minor corrections

 

v1.1.3 Released April 25th, 2018

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

 

v1.1.2 Released February 22nd, 2018

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  • 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
  • Bug Fix: Adjusted creation of relations for credit payments
  • Bug Fix: Resolved export problem with invoices that contain item names with special characters like '&' - case 117
  • Bug Fix: Fixed export of a client with relations to custom fields that are empty - case #120
  • Bug Fix: Corrected issue with the export of a client with the currency other than default - case #121

 

v1.1.1 Released October 31st, 2017

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  • 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
  • Bug Fix: Corrected synchronization status of the invoices with value 0.00
  • Bug Fix: After invoice cancellation, the related payments will now be deleted accordingly
  • Bug Fix: Resolved issue with 'Task with ticket has not been found' after performing the mass export of clients
  • Bug Fix: Resolved problem with fonts not being properly loaded over HTTPS

 

v1.1.0 Released September 13th, 2017

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  • New Feature: 'Printed Invoices' custom field - permit clients to enable the 'Print Later' option for their invoices
  • New Feature: Choose 'Invoice Default Class' relation
  • New Feature: 'Payment Gateways' section - manage relations between payment methods, deposits and currencies more smoothly
  • New Feature: 'Failure Notifications' - send hourly or daily email notifications to a chosen administrator about specified task failures
  • New Feature: Manual export of transactions
  • Improvement: Compatibility with QuickBooks Pro 2013 (case #84)
  • Improvement: Default configuration is now created after the module activation
  • Improvement: Added transaction status to invoice relations
  • Improvement: Relation search filter is no longer capitalization-sensitive
  • Improvement: 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)
  • Bug Fix: Minor code and language alterations

 

v1.0.2 Released June 9th, 2017

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  • New Feature: WHMCS V7.2 support
  • New Feature: 'Delete Cancelled' option to remove invoices already cancelled in QuickBooks Desktop platform
  • New Feature: Automatic export of client during manual invoice export
  • New Feature: 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
  • Bug Fix: Corrected XML text stream parsing
  • Bug Fix: Resolved issue with exporting products with custom characters in description

 

v1.0.1 Released April 25th, 2017

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  • New Feature: 'Clients Query Limit' - define the number of users that shall be fetched from API at a time
  • New Feature: '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
  • Bug Fix: Adjusted link to documentation

 

v1.0.0 Released February 1st, 2017

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  • Stable Release

 

See also

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KashFlow Accounting

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Commercial