MyWorks is one of the leading providers for QuickBooks Sync, and our WHMCS module is 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, 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!
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. Have batched credit card processor deposits? Our batch support has you covered.
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!
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!
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.
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 support for PHP 7.2 (now supports PHP 5.6 - PHP 7.2)
*Added support for Automated Sales Tax feature in QuickBooks Online
*Added support for WHMCS version 7.6
*Added IonCube encoding support for PHP 5.6, 7.0 & 7.1 & 7.2 (requires running ionCube Loader 10.1.x)
*Now sending the full address country name to QuickBooks, instead of the country codeFixedSquashed minor bugs
*Resolved longstanding issue when using "Use QuickBooks #s" setting is on (QuickBooks resolved their bug, and we improved functionality)
*Removed the requirement for the quick-refresh.php cron job needing to be run each day
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
Integrate your financial data stored in WHMCS into QuickBooks Online.
SENI QQ @seniqq1308
SeniQQ adalah situs poker online terpercaya di indonesia yang menawarkan jasa layanan taruhan dominoqq, domino99, dewapoker, bandarq, aduq, perang bacarrat dan bandar sakong dengan transaksi depo wd yang terjangkau yakni hanya Rp 20ribu sudah dapat memainkan semua game didalam agen kami disertai pelayanan yang ramah selama 24jam khusus kepada para member.
Jay M @kushal3585
Has anyone got this to work with the lastest WHMCS? I opened a ticket with them on 01/22/2020 and have not seena reply yet.
VPS Services @gabriel2718
Take to long in the ticket
Mit Shah @mit7271
The plugin promises a lot and delivers on every aspect. It provides seamless syncing in both directions of clients, invoices, payments and products.
Everything works as it should and MyWorks always provides excellent and prompt support.
If you use WHMCS and QuickBooks Online, then this is essential. It will make your life easier!
Mark Wigston @mark8724
No glitches, nothing to improve on this plugin just simply does what it is supposed to do. Further to that as a business man this plugin is able to relieve me from transposting every single sale in whmcs to quickbooks freeing up about 15 hours per quarter and allowing me to generate about $5000 more in income not having to waste time moving stuff from one system to another. It's simply brilliant. Their tech support should you need it seems to answer every question within minutes. 5 stars from me!
MAPPUS Sébastien @mappus5804
The module works well, one can slow in use, but the only thing I could blame module is that it is impossible to translate the module because the language file is encrypting.
This is really a shame and I must admit that this is the first time I see a module that a language file encrypt, so impossible to translate in its language as for example for me in French.
Otherwise the module works pretty well.
Duncan Moran @Morelly
This Addon does exactly what it describes. Furthermore, the support we received from the MyWorks Design team was exceptional. We identified a setup configuration issue we were having and without pain they logged in and fixed our issue for us. Great customer service for a great product. Thanks!
Steve Taylor @emeffinsteve
I'm impressed with this product for several reasons. I've had incredibly quick responses to my support emails--we're talking within minutes, not hours or days. Next, it has a "Pull" feature to help me import clients, invoices, and payments of old. Now all of my clients can see their historical invoices from before WHMCS existed.
My favorite thing is that it handles the Stripe payments including marking the invoices as paid and helping with deposit batches. Really excited that I started using WHMCS to run my business after finding this plugin!
Warren Spence @warren4415
The Module does an excellent job of automatically creating Customer Invoices and corresponding Invoice payments in QuickBooks Online when they are created in WHMCS. It is able to do the same for refunds in WHMCS. It also ‘invalidates’ customer Invoices in QuickBooks Online if they are ‘cancelled’ in WHMCS.
It works well with QuickBooks Online that is using any currency, as long as the currency in the QuickBooks Online and the WHMCS are the same currency.
It has a control panel which gives you control over which Clients you ‘map’ between WHMCS and QuickBooks Online, and it has the ability to ‘push’ into QuickBooks Online past data (if you want it to), and other features.
As a technical note, you should ensure that ‘Sequential Paid Invoice Numbering’ in not ticked in your WHMCS, ‘General Settings’, ‘Invoices’, before installing this module. (If you use that feature in WHMCS, it might be best to check with the seller before you buy, as some extra work might be needed.)
The module is well supported, and paid installation and extra support is available if you want or need it.
It seems it is also possible to use the module to link more than one WHMCS installation to QuickBooks Online, (perhaps convenient if you happen to have more than one website running WHMCS), though it is likely best to ask the seller about that before ordering as their may be a slight configuration change needed when it is installed on more than one WHMCS, etc, (and I am not sure if an extra license would be needed or not).
I recently bought the module and it seems to be working well. :)
Mark Nudelman @mark5029
Just simply Awesome! This add-on works well and so easy to setup. We had an issue with the pushing of invoices mapping properly and the support team was super helpful and we got right through the issue. Kudos for an excellent product and superb support!
Artur Cooter @Chubby
it nice but slow support
Lisa Renshaw @bludove30
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!
Texo Webhosting @Texo
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!!
Marne Jakins @Webnmore
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!!!!!
Brandon McKay @DesignKnight
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.
Mitch Menghi @Mitch
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.
Chris Mathews @cmathews
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.
Aaron Weston @npinc
Using this software ultimately resulted in substantial damage to my Quickbooks accounts that we never recovered from and we incurred significant losses. Peter blamed Quickbooks for the problem and refused a refund for the software when we requested it. We have never trusted any connectors to Quickbooks since.
Emily Pepperman @emilypepp
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!
Cedric Briere @Technolution
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!
Ade Lewis @AdeLewis
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!
David Hall @DavidHall_CloudyIT
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!
Ruben Roel @piroel
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.