QuickBooks Online Automatic Sync Module

QuickBooks Online Automatic Sync Module

Developed By MyWorks Design

Compatible with WHMCS v7.3

FEATURES

We’ve put over a year of effort into this module to craft it to be the perfect complement to your existing WHMCS and QuickBooks Online systems. With features like automatic & manual sync, SyncSmart intuitive matching and recognition, and easy automatic hands-off operation, this module will cut the time spent doing your books in half… at the very least.

This module is your all-in-one solution to connect your WHMCS billing with your QuickBooks Online accounting and bookkeeping. Everything is 100% automatic – create an invoice or client in WHMCS, watch it appear in QuickBooks Online, only seconds later. When WHMCS automatically generates those recurring invoices, watch them seamlessly sync to QuickBooks Online only seconds later!

But we don’t stop with the seamless syncing. We’ve integrated what we call SyncSmart, an intuitive feature that automatically matches your WHMCS clients and products to your QuickBooks Online clients and products. This way, when an invoice is synced over from WHMCS to QuickBooks Online, it’s not just set to match a default customer or a default item! No, it will match the exact product it’s meant to, in the correct client’s account! This means complete hands off operation for you – just sit back and watch the invoices roll in!

It doesn’t stop there, either! With extensive support for multiple currencies, US and Non-US tax rules, Pro-Forma invoicing, Sequential Paid Invoice numbering, Draft Invoices (new in WHMCS V6.2), Transaction Fee handling, refund & credit support, and so much more, this is the most professional and comprehensive module in the market to be your WHMCS + QBO solution. Read below to check out all our amazing features!

WHAT WILL BE SYNCED?

Clients

As soon as a client is created in WHMCS, it will be created in QBO – with all client details synced! Nice, quick and easy. This includes support for special characters!

Invoices

As soon as an invoice is created in WHMCS – either manually or automatically – it will be synced to QBO. Because of our SmartSync product mapping, your line items will be matched to actual QBO products for accurate inventory and product reporting in QBO! This product mapping is 100% configurable and can be updated and changed by you at any time. This includes support for special characters in the invoice line items.

Invoice Payments

When an invoice is paid in WHMCS, you can optionally enable our module to also create an invoice payment in QBO. Because of our SmartSync payment gateway mapping, you can match your WHMCS payment gateways to specific bank accounts in QBO so that invoice payments are recorded to the correct account in QuickBooks Online! Because of our extensive currency support, you can specify payments in specific currencies to map to a specific QBO account.

Product Addons & Domains

To support clear and concise syncing, assign WHMCS addons and domains to match their corresponding products in QuickBooks Online. This way, a line item, invoice payment or client will never be incorrectly synced!

Client Detail Updates

When an admin or a client updates client details, these will be automatically synced to QuickBooks Online – in real time. This includes support for special characters!

Invoice Updates

Have to make changes to an invoice in WHMCS? Add or change a line item and save – then watch the invoice in QBO be updated seconds later. No double entry at all!

SYNC FEATURES

SyncSmart – Intuitive and Accurate Matching

Why use a completely automatic syncing system without ensuring accuracy and efficiency when syncing invoices? That’s why we’ve developed SyncSmart – this module feature that will automatically match your WHMCS clients and products to your QuickBooks Online clients and products – making each invoice that’s automatically synced match perfectly to your QuickBooks or WHMCS setup – not relying on a default product, but correctly matching line items (and even invoice payments) to ensure sales go to the correct product/account. Even better, this is fully under your control, allowing you to alter mappings and matchings to your desire!

Real Time Syncing

Create an invoice or client in WHMCS, and see it appear seconds later in QuickBooks Online! Complete hands-off operation, with full transparency – it just works! See below – if you update or edit an invoice, it’s updated immediately in QBO as well!

Manual Push or Pull

Now that real-time syncing is handling your day-to-day operations, how about past data that you want to PUSH into QuickBooks Online or PULL into WHMCS? Use our handy Push or Pull pages to selectively copy data from QuickBooks to WHMCS or vice versa!

Complete Transaction Fee Support (optional)

As the only module in the market that completely supports Transaction Fees, allowing you to perfectly reconcile your accounts in QuickBooks Online, we think this feature is the best thing since cake! Now, you can easily pass your transaction fees into QuickBooks Online automatically & real time along with the related payment.

Default Fallback Settings & Mappings

In the case that SyncSmart isn’t able to match a WHMCS product to a QuickBooks product, you can specify a fallback product to be used, or it can just auto-create that item.

Sync Invoice Payments & Statuses

Optionally enable our module to add an invoice payment in QBO when an invoice is paid in WHMCS. Additionally, when an invoice is cancelled or deleted in WHMCS, you can optionally choose to have it voided or deleted in QBO!

Map Clients, Products, Tax Rules, Promo Codes, Currencies, Payment Gateways and more!

To support clear and concise syncing, assign your WHMCS clients, products, addons, domains, promo codes, tax rules, currencies and payment gateways to match their corresponding mates in QuickBooks Online. This way, a line item, invoice payment or client will never be incorrectly synced!

100% Automatic Syncing

Working with APIs and a single cron job, this module makes all syncing 100% automatic, so you don’t even need to think about it. Syncs happen within a few seconds.

Comprehensive Manual Syncing

Do you have past invoices, clients, payments or products in WHMCS you want to send over to QuickBooks? After you install our module, just choose which invoices you’d like to manually sync over, and with the click of a button, they’ll be in QuickBooks. Enjoy two-way sync features by also pulling data from QuickBooks Online into WHMCS as well!

Sync Edits & Updates

Need to edit or update an invoice or client? After you save, these updates will be synced to QuickBooks Online automatically!

INTEGRATION & SUPPORT FEATURES

Extensive Multi-Currency Support

Our module has amazing support for multiple currencies, both in WHMCS and QBO. Invoices will sync over keeping their currency, and clients will be synced keeping their specified WHMCS currency.

Sync Invoice Payments per Currency

In the case you have a gateway that accepts multiple currencies into different accounts – like a PayPal account that keeps a balance per currency – we allow you to specify invoice payments to be synced to their own QBO bank account dependent on the currency the payment is being made in. That way, a PayPal payment in USD can be recorded to your QuickBooks Online PayPal USD bank account, and a PayPal payment in AUD can be recorded to your QuickBooks Online PayPal AUD bank account!

Class Support

New in V1.8, you can map in syncing support for your QuickBooks Online classes!

Service Date Support

New in V1.8, you can now choose a service date to be set when syncing invoices from WHMCS to QuickBooks Online!

Sync Refunds & Credits

New in V1.8, you can now allow refunds and credits issued in WHMCS real-time sync over to QuickBooks Online!

Multi & Zero Tax Support

Ensure that your taxable and non-taxable items in WHMCS sync over to QBO keeping their own tax rules, whether it’s a custom tax rule, or no tax at all!

US & non-US Tax Support

Our module will support your tax rule set-up – whether you’re in the US or in any other country!

Invoice Draft Support

New in WHMCS V6.2, you can choose to have a Draft invoice synced to QuickBooks Online, or keep it un-synced until it’s published.

Pro-Forma / Sequential Paid Invoice Numbering Support

If you use Pro-Forma invoicing, you can choose to only sync invoices (and their payments, of course) to QuickBooks Online if they have been paid. Their invoice numbers will also be updated in QBO. Also, even if you don’t use Pro-Forma invoicing, but you do use Sequential Paid Invoice Numbering Support, you can choose to support this when our module syncs invoices. It will update their invoice numbers to the new WHMCS invoice number when it’s marked as paid.

Customize Client Name Display Support

Choose how your clients are displayed in our module by customizing their First Name, Last Name and Company display layout.

Seamless Install & Setup

Just upload our module, follow our easy instructions to link to QuickBooks and Voila! Easy to follow instructions are included, and we’re always here for 24/7 support.

Transparent Logging & History

Want to see what the module’s been up to or view complete sync history? We’ve got you covered – any module actions are clearly logged so you’re in control at all times.

 

Reviews

5 stars
12
12
4 stars
1
1
3 stars
0
0
2 stars
0
0
1 star
0
0

Artur Cooter @Chubby

September 12, 2017 at 09:20:58 PM

it nice but slow support

  • 1 month ago

Lisa Renshaw @bludove30

July 26, 2017 at 03:09:25 AM

I found this little addon and am now a fan. As a long time Quickbooks Desktop user, I was hesitant to switch to the online version because of all the differences and the learning curve involved....not to mention the subscription fees. After talking with MyWorks support via live chat and going over my options, I realized my best option was to switch. Especially if I didn't want to have to enter everything manually or manually run their desktop sync with quickbooks.

This addon is a gem. I can see it's already saving me time entering information and I can only imagine how it will be as we launch our new services.

The support has been out of this world AMAZING!! They offer support via their ticket system and we actually also opted to purchase one on one consultations where they reviewed both the sync addon and WHMCS to ensure we have everything set up correctly from the get go. As a new WHMCS user this was invaluable!

The addon is worth every penny!

  • 2 months ago
  • Version Number 1.9

Texo Webhosting @Texo

July 4, 2017 at 01:19:52 PM

So glad that I found this addon module for my WHMCS - saved me hours and hours of time and stress!
I have just migrated to Quickbooks online after using the desktop version
This module makes the move well worth it
Still fine tuning my configurations to make it work the way I want it to and even that's nice and easy for me to manage by myself
But knowing that support is available to answer any questions I have is such a relief - especially when I suddenly cannot see the forest for the trees and I get myself totally lost
5 stars and thumbs up!!

  • 3 months ago
  • Version Number 1.9

Marne Jakins @Webnmore

April 26, 2017 at 11:43:56 PM

The QBO & WHMCS sync module has to be one of the best modules I have used in WHMCS, it saves me so much time and is so easy! Peter has been so helpful, I couldn't ask for more!!!

I love it so much I am now moving a lot of my customers over the QBO just so that they can use the "WOOCOMMERCE SYNC FOR QUICKBOOKS ONLINE " plugin.

I would give 10 stars if I could!!!!!

  • 5 months ago
  • Version Number 1.8.6

Brandon McKay @DesignKnight

February 22, 2017 at 04:29:23 PM

If you have WHMCS and Quickbooks, then you simply need this addon. It makes life so much easier. I was able to get almost everything set up in an hour. That included pushing all my old invoices over to quickbooks. The only thing that I couldn't get set up right away was the batch import (I use Stripe as a payment gateway). Peter went above and behind to help me get that last feature set up. Really good tool with great support.

  • 7 months ago
  • Version Number 1.8.6

Mitch Menghi @Mitch

January 6, 2017 at 09:30:52 PM

Great product, more powerful that the Xero module I was using when I had Xero as my accounting software linked to WHMCS.

There were some small teething issues we had but Peter and team were always there to help with all the questions I had and we eventually resolved them and pushed as updates in more recent versions.

I will be transparent and say that the module is pretty intense and does a lot, there is a lot of configuration you can do that may seem overwhelming at first, especially if you're migrating from one accounting software to another. Maybe video explainer videos would assist future customers.

I also think that some operations do take a long time, for example listing data of a large table when doing a query seems to take forever. I don't know if this is just by design or if its a programming thing (I'm not that technical) but possibly some future optimisation tweaking would be nice.

Overall the plugin is very good, and the support is top notch. I can highly recommend this plugin to anyone who needs Quickbooks integration with WHMCS.

  • 9 months ago
  • Version Number 1.8.6

Chris Mathews @cmathews

December 30, 2016 at 07:19:57 PM

Wonderful support with rapid response from their support team. I opted not to have them install the addon, which works great, once all of the configurations are set. I ended up having to update ioncube to complete the sync process...after that, very simple addon that has saved hours of reconciliation time.

  • 9 months ago
  • Version Number 1.8.6

Aaron Weston @npinc

December 22, 2016 at 05:02:37 PM

Excellent plugin! It does everything I could have wanted it to do that I couldn't find in any other similar plugin without all the "oh, you want it to work? That's $xx/month" nonsense. Of especial importance was the fact that I had over 200,000 invoices already in my Quickbooks. I couldn't find a plugin that would take that into account. This one did. The way it functions to sync up the invoice numbers is just fantastic and took a big load off our bookkeeper who now loves me again.

Additionally the very responsive support I've received after the fact and the eagerness to incorporate suggestions have made this even more awesome. I have had a few kicks at this can and this has definitely been the best one by a long shot.

  • 9 months ago
  • Version Number 1.8.6

Emily Pepperman @emilypepp

December 6, 2016 at 12:32:02 PM

WOW! I had been looking for a plugin that could do exactly this for years! This is a huge time saver and MyWorks Support is amazing!!! Thanks so much!

  • 10 months ago
  • Version Number 1.8.6

Cedric Briere @Technolution

October 4, 2016 at 08:10:39 PM

We hesitate to use WHMCS as tools for our client area because we were frightened by the duplication of our accounting...

After some research, we found this plugin and decided to try it! This plugin is just awesome! It does everything automatically and detailed logs allow us to see what is done!

Very easy to setup and use! We recommend this plugin!

  • 1 year ago
  • Version Number 1.8.5

Ade Lewis @AdeLewis

May 4, 2016 at 08:57:52 PM

This software is awesome and has saved us a huge amount of time double entering everything in to QuickBooks. We initially had a few config issues (All our fault) but the MyWorks Design support team were amazing, they resolved our config problems and had us up and running in no time. I can't recommend this module enough!

  • 1 year ago
  • Version Number 1.8.2

David Hall @DavidHall_CloudyIT

March 16, 2016 at 11:05:02 PM

This is an excellent bit of software! I initially tired another piece of sync software (will not name) and for many months went round in circles with complicated interfaces and not great customer support. I found QuickBooks Online Automatic Sync Module from MyWorks and within a few days i was up and running! It does everything i need and more. I would highly recommend it!

  • 1 year ago
  • Version Number 1.8.1

Ruben Roel @piroel

March 15, 2016 at 06:05:50 PM

WHMCS is in my opinion, the best system you can find to manage a web-design and hosting company. But the lack of QuickBooks integration made it a pain to manage end of year taxes. We tried a few different products and solutions, and a few months back we found MyWorksDesign's pugin. This is probably one of the best plugins that you will find in the market - period.

The top-notch level of customer service that I have personally received from Peter (The CEO of Myworks Design) is worthy of a 5 star review on its own.

The Product is well documented, has clear and detailed instructions, continues to expand with added features, and is backed by a team that actually uses the plugin to run their business - so they need it to work.

As far as what it can do: The product does exactly what is described. It syncs our clients, invoices, and any other type of pertinent data between QuickBooks and WHMCS.

This system is definitely worth its weight in gold if you just want a simple solution that you can set and forget, this is it.

  • 1 year ago
  • Version Number 1.8.1

Version Compatibility


Compatible with WHMCS v7.3

Full Version Compatibility


  • Selected versions of WHMCS v7.3
        7.3.0
  • All versions of WHMCS v7.2
  • All versions of WHMCS v7.1
  • All versions of WHMCS v7.0
  • All versions of WHMCS v6.3
  • All versions of WHMCS v6.2
  • All versions of WHMCS v6.1
  • All versions of WHMCS v6.0
  • All versions of WHMCS v5.3

System Requirements


  • PHP OAUTH Library
  • PHP MCRYPT Library
  • QuickBooks Online Account
  • MySqli

* 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 MyWorks Design

Changelog

v1.9.2 Released August 8th, 2017

Latest Version


  • Added module option to export success/error response/requests to log - for better troubleshooting
  • Improved the auto-pull payment cron job to use the WHMCS API for inserting invoice payments (must be used with the cron-syncing functionality)
  • Added total success/error statistics to the top of the daily email report

 

Previous Versions


v1.9 Released May 1st, 2017

View/hide detailed changelog

  • Improved connection to QuickBooks Online - now allows up to 10 WHMCS installs to connect to one QuickBooks Online company
  • Improved Tax / Credit Handling
  • Various Bug Fixes

 

v1.8.6 Released November 27th, 2016

View/hide detailed changelog

  • Added option to auto-pull data only for existing WHMCS clients.
  • Added beta support to push WHMCS invoice payments made with account credit
  • Added support to optionally sync transaction fee refunds
  • Added informative tooltips to all admin area functions to better explain common questions
  • Added module option to specify default promo code product for promo code catch-all
  • Added feature for auto-pull cron to be run every X minutes.
  • Added function to void an invoice created in QuickBooks Online when an order is placed and immediately set as fraud.
  • Added full syncing support for credit card gateways in WHMCS that batch payments instead of depositing individually in your bank account. Read more in our FAQS!
  • Re-designed the Configure Payment Methods page for better clarity.
  • Added option for weekend batch support to new batch support function.
  • Added option to map WHMCS payment gateways to a payment gateway in QuickBooks Online.
  • Added option to set an invoice to have specific Terms depending on the WHMCS gateway it is paid with.
  • Added option to limit data synced to only certain client groups.
  • Added option to limit data synced to only certain currencies.
  • Added a cron job function to support multiple credit card gateways in WHMCS that batch at different times of the day
  • Added option to block updating client details in QuickBooks Online in real time when edited in WHMCS.
  • Added Sync Limits page to limit syncing by currency and client group
  • Added option to adjust sorting of client names in dropdown on Client Mapping page.
  • Improved support for Refund Handling
  • Added support for configurable options in line item to map to a specific product
  • Improved support to append ID to the end of client name in QuickBooks Online
  • Updated hook functions to improve client area loading speed
  • Improved the AutoMap Products button to better recognize and automatically map matching products.
  • Improved the auto-pull functionality to set a cron job every X minutes to pull new clients, invoices & payments to WHMCS.
  • Clarified error in error logs when default QuickBooks Online product is not set.
  • Moved option to turn on/off payment syncing to the Configure Mappings > Payment Methods page
  • Resolved minor bug when client is pulled in from QuickBooks Online, deleted and then attempted to be pulled in again
  • Fixed error where Credits being pushed to QuickBooks Online under Inclusive tax settings would be rounded off by $.01
  • Resolved error in Batch Support deposit cron where under rare circumstances, it would record the deposit but output a Stale Object Error
  • Removed Add Funds mapping page

 

v1.8.5 Released June 17th, 2016

View/hide detailed changelog

  • Added option to sync WHMCS Invoice Notes to a custom invoice field in QuickBooks Online
  • Added "Show Un-Synced Only" buttons for all Pull Pages
  • Added "Push All Unsynced" button to Clients, Invoice & Payment Push pages
  • Added "Push All" button to invoice & payment Push Pages
  • Added module function to update the invoice in QuickBooks Online upon manually pushing it instead of resulting in error
  • Added success message to browser module cron
  • Added option in Push & Pull Pages to only show unsynced data
  • Added option in Client Mappings to only show unmapped clients
  • Added option to "Add Client ID to end of Client Name" if syncing a duplicate WHMCS client to avoid errors and add support for duplicate named clients
  • Improved Promo Code mapping to not block syncing of invoices if the promo code is not mapped
  • Improved the Use QBO Invoice # option to not require the use of a custom field in QuickBooks Online anymore
  • Improved Auto-Map button in Map Clients page to recognize more similar clients to map
  • Improved the handling of Add Funds - Add Funds invoice is not synced to QuickBooks Online, instead a credit memo is synced.
  • Improved the handling of Custom Line Item mappings to better recognize matching line items
  • Improved EU VAT Tax Handling
  • Improved Pull Pages to be less restrictive and more accurately pull data
  • When you push a cancelled invoice from WHMCS, it now shows up as voided in QuickBooks Online
  • Fixed rare issue where tax would round incorrectly if type was set to Inclusive
  • Fixed rare issue where updating a client's details would break the mapping
  • Resolved rare AJAX error resulting in: JSON Parse error: Unrecognized token '<' when trying to push data to QuickBooks Online
  • Fixed rare issue where Sync Status wouldn't show or would show incorrectly
  • Fixed other minor bugs

 

v1.8.2 Released March 14th, 2016

View/hide detailed changelog

Added option to exclude inactive / closed WHMCS clients from the mapping list Added a clear log button Added option to specify length of time that log entries are saved Added module option to enable/disable Module Pull Pages Improved sorting on the Push & Pull pages based on the display name Improved syncing of Invoices & Payments with duplicate Transaction IDs Improved the rare occurrence of blank QBO clients in the WHMCS dropdown based on their populated details in QBO Refined Client Pull to pull client from QBO even with no address Improved functionality of the Use QBO Invoice # option to fix syncing / transaction fee issues Separated Client & Product Mapping pages. Resolved issue where invoices wouldn't sync if they contained a promo code that wasn't mapped. Fixed rare parse error occurring in PHP V5.2 and lower Patched bug prohibiting connection to QBO if on a WHMCS install with no System SSL URL Resolved issue with taxes in invoices syncing over to QBO when the tax option is set to Inclusive

 

v1.8.1 Released February 29th, 2016

View/hide detailed changelog

NEW

  • Added a section to custom map your Invoice Line items in WHMCS to specific products in QBO

  • Added optional support to record Transaction fees in WHMCS

  • Added optional support to sync WHMCS invoice refunds to QBO

  • Added support for optionally pulling the latest invoice number from QBO when creating a WHMCS invoice

  • Added a section to manually export invoice payments over to QBO

  • Added support to map Add Funds invoices to a specific QBO product

  • Added support to map Promo Codes in invoices to their own specific QBO product

  • Added a Reset Mappings button to module page

  • Added a clean menu bar across the top of the module pages to eliminate the need for the sidebar.

  • Added module option to specify Display name in QBO when syncing clients over to QBO.

  • Added module option to specify name format to use to match when using the Auto-Map button

  • Added sortable Date Paid column in the Invoice Export page

  • Added module home page with connection status & summary

  • Added Sync Status column to all Push & Pull pages to show if the item already exists in the other system.

  • Added ability to search by client in the Invoice Push page

  • Added ability to search by client in the Payment Push page

  • Added the ability to filter & sort by date and date paid in the Payment Push page

Improved

  • Confirmed module compatibility for PHP 5.4, 5.5 and 5.6

  • Improved handling of invoice updates - including line item deletions, additions and updates

  • Improved handling of client details updates - including name, email, address, phone number, etc.

  • Updated module to separate all pages to individual files in the pages/ folder.

  • Improved logging across the module to be more transparent about what processes are running and when they succeed and fail.

  • Improved the QuickBooks Connection to automatically detect if the QBO connection needs to be refreshed and then perform the refresh

  • Hardcoded QuickBooks Online Production & Sandbox keys to simplify the installation process and remove the module options to manually create and enter individual keys.

Changed

  • Removed the QBO Domain Default Product option from module configuration as individual domain mapping has replaced this option

  • Removed the If No QBO Item Exists module configuration option as it was not needed any more

Fixed

  • Added a fix to strip the Transaction ID if it was more than 21 characters long

  • Added a fix to account for the presence of a '-' in a WHMCS product name

  • Added a fix to account for the presence of a line break in a WHMCS invoice line item

  • Updated the type of account to show in our Payment Gateway Mapping page to deposit to accounts other than Bank or Credit Card

  • Added support for more special characters in invoice line items

  • Fixed option to Sync Invoice Notes to Statement Memo

  • Fixed the module cron job to only run once a day and completely refresh all tables

  • Fixed bug where payment date wasn't correct when syncing a payment from WHMCS

 

See also

Xero

Synchronise your invoices, Contacts and Payments with Xero

Commercial
Xero for WHMCS

The module works as a connector between WHMCS and Xero that allows to export clients, invoices, transactions automatically and manually based on selections.

Commercial
Prices AutoCalc

AutoCalculate prices for Domains and/or Products/Services with each Cron Job run.

Commercial
KashFlow Accounting

Automatically transfer your billing & transaction history to KashFlow

Free
OpenSRS Account Balance

Check your Balance in your account

Free