Once you've got everything set up, configured your ledgers and taxes, you can enable the cron. From that point onwards it will synchronise your contacts and invoices to Moneybird. Invoices are synced once, contacts are checked and updated every time a new invoice is created.
The addon will keep track of both contacts and invoices in WHMCS and Moneybird.
Every contact is given a new id in Moneybird. This is done to prevent overlap since Moneybird uses the same numbering for both suppliers and customers. If a supplier in Moneybird would have the same id as a customer in WHMCS, its details would be changed.
WHMCS cannot be used as a single source of truth for accounting purposes. This is why invoices are given a new number in Moneybird. The original invoice id from WHMCS is set as a reference. This reference is also used by Moneybird to automatically map payments.
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.
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.
Synchronise your invoices, Contacts and Payments with Xero
Check your Balance in your account
Automatically transfer your billing & transaction history to KashFlow
Integrate your financial data stored in WHMCS into QuickBooks Online.