QuickBooks Desktop For WHMCS

QuickBooks Desktop For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v7.7

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
  • 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
    • Create Own Custom Rules
  • Choose Default Product Item

  • Choose Default Domain Item

  • Choose Account For Products

  • Choose Tax Zero-Rated

  • 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 5.6 Up To PHP 7.3
  • Supports WHMCS V7.5 And Later
  • Easy Module Upgrade To Open Source Version

Requirements:

  • QuickBooks Desktop Account
  • QuickBooks Web Connector
  • WHMCS With HTTPS and SSL Certificate

 

Reviews

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

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!

  • 6 months 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!

  • 7 months 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.

  • 7 months 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  
  • 1 year 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.

  • 1 year ago
  • Version Number 1.0.2

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

System Requirements


  • QuickBooks Desktop Account
  • QuickBooks Web Connector

* 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

v1.2.0 Released May 15th, 2019

Latest Version


  • 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

 

Previous Versions


v1.1.4 Released April 2nd, 2019

View/hide detailed changelog

  • 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

View/hide detailed changelog

  • 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

View/hide detailed changelog

  • 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

View/hide detailed changelog

  • 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

View/hide detailed changelog

  • 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

View/hide detailed changelog

  • Initial Release

 

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

Check your Balance in your account

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KashFlow Accounting

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QuickBooks Online For WHMCS

Integrate your financial data stored in WHMCS into QuickBooks Online.

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