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!
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!
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.
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!
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!
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!
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!
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.
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.
Added clarification text to Bank Deposit Memo field (for batch deposits)
Improved the batch support to include full 24 hours of payments in QuickBooks deposit
Improved the batch support Lump Weekend Deposits feature to support Stripe
Improved refund handling for batch deposits (refund is now included in checked transactions, and transaction fee is accounted for)
Improved Refund syncing: Refund transaction ID in WHMCS is now the Number of the refund in QuickBooks, if it exists
Improved Refund syncing: When refund is synced to QuickBooks, it includes the same tax as WHMCS's invoice
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
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
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.
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
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
Synchronise your invoices, Contacts and Payments with Xero
The module works as a connector between WHMCS and Xero that allows to export clients, invoices, transactions automatically and manually based on selections.
Check your Balance in your account
Automatically transfer your billing & transaction history to KashFlow
AutoCalculate prices for Domains and/or Products/Services with each Cron Job run.