Overview
QuickBooks Online For WHMCS is a module created to integrate financial data collected in your WHMCS into a world-famous accounting software platform - QuickBooks Online. By virtue of it, you will be able to export your vital information including client details, invoices, transactions and refunds to QuickBooks Online data repository in order to keep your finances well-organized and accurate.
The module will allow you to choose the type and range of synchronization. It can be done manually by selecting the data you wish to integrate, or you can automate the process with a cron job. In either case, owing to logs you will be able to keep track of each exported piece of information. Additionally, you will be enabled to set up taxes and manage payment gateways together with currencies and payment deposits. Maintaining all adjusted elements in perfect harmony will be hassle-free upon the automatic or manual assignment of relations between any detail stored in your WHMCS and QuickBooks Online.
Put your business finances in apple-pie order with the help of QuickBooks Online For WHMCS! Obtain the module now and never again lose control over the money coming in and out of your company!
Features
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Module
- Export Manually:
- Clients
- Invoices
- Transactions
- User Credits
- Export Automatically:
- Clients
- Invoices
- Transactions
- User Credits
- Import Manually via Cron:
- Customers
- Invoices
- Transactions
- Manage Relations:
- Clients
- Products
- Domains
- Addons
- Invoices
- Tax Rules
- Payment Gateways - Including Currencies And Payment Deposits
- Transactions
- User Credits
- Create Own Custom Rules
- Set Relations Automatically Or Manually
- Force Update And Lock Status Of:
- Clients
- Invoices
- Transactions
- Credits
- Toggle Update Of Invoice Item Relation On Its Edition
- View Export And Cron Run Summary
- Define Automatic Export Settings Of:
- Client
- Invoice
- Payment
- Refund
- Credit
- Define Default Products Item
- Define Default Addons Item
- Define Default Domains Item
- Define Default Refund Receipt Item
- Define Default Promotional Item
- Define Default Credits Item
- Define Tax Zero-Rated
- Define Tax Type
- Define Client Name Display Format
- Define Customer Tax ID Custom Field
- Define Gateway Fee Account
- Define Fee Gateways
- Define Shorten Transaction ID Method
- Define Webhooks Token
- Define Synchronization Settings
- Toggle Debug Mode
- Configure Failure Notifications
- View Logs
- View Revision History
- Export Manually:
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General Info
- Multi-Currency Support
- Refunds Support
- Can Work Along Other Systems On Single QuickBooks Account
- Multi-Language Support
- Supports OAuth 2.0
- Supports PHP 8.2 Back To PHP 7.4
- Supports WHMCS V8.11 Back To WHMCS V8.8
- Easy Module Upgrade To Open Source Version
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Requirements
- QuickBooks Online Account
- ionCube Loader V13 Or Later
- OAuth PHP Library - Connect Using Secure Protocol
Changelog
v1.10.2
Released: Sep 20th, 2024New Feature
- WHMCS V8.11 support
- Support for PHP 8.2 version
Changed
- Requires ionCube Loader V13 or later
Bug Fix
- Solved problem where the module applied an incorrect tax to invoices when similar taxes were created, differing only by the assigned "State" - case #434
- Fixed "Unsupported Operation" error that might have occurred during invoice export when an apostrophe character (') was used in the invoice item description - case #435
- Resolved issue with assigning the correct tax value, which varied depending on the years during which it was in effect - case #436
v1.10.1
Released: Jun 12th, 2024Improvement
- Maintenance update and stability optimizations
Removed
- Support for WHMCS V8.7 and previous
Bug Fix
- Adjusted the "Force Update" option to ensure its functionality with the "Lock Status" enabled - case #417
v1.10.0
Released: Apr 25th, 2024New Feature
- WHMCS V8.10 support
- New "Revision History" section that contains detailed API responses and displays differences before and after changes made by the module - case #418, #416
- New "Lock Status" option enabling management of automatic updates for "Clients", "Invoices", "Transactions" and "Credits" items - case #417, #416
- Force the update of "Clients", "Invoices", "Transactions" and "Credits" items to ignore any changes detected in the QuickBooks Online panel and allow the update to complete - case #419
- Choose whether to update the relations associated with the invoice item while updating the invoice item - case #420
- Option to disable synchronization of invoices with a zero amount - case #322
Removed
- Support for WHMCS V8.6 and previous
Bug Fix
- Other minor code corrections
v1.9.4
Released: Jan 15th, 2024New Feature
- WHMCS V8.8 and V8.9 support
Removed
- Support for WHMCS V8.5 and previous
Bug Fix
- Eliminated the "Property HomeBalance does not exist" error that occurred during the credits export cron job execution - case #400
- Payments made with credits will be now properly exported and created in QuickBooks - case #405
- Solved problem with exporting credits for "US" users who used the "Tax Zero Rated" configuration - case #406
- Other minor code corrections
v1.9.3
Released: Jul 12th, 2023Bug Fix
- Additional corrections related to invoice export where its tax could be wrongly rounded up to 0.01 amount difference - case #392
- Changing the tax amount in the QuickBooks panel will no longer break the associated item relation in WHMCS - case #393
- Eliminated "Invalid tax rate id" error that could occur when trying to export an invoice where one of the items is taxed and the other is not - case #395
v1.9.2
Released: Mar 17th, 2023Removed
- Support for WHMCS V8.3 and previous
- Support for PHP 7.3 version
Bug Fix
- Fixed cases when the over-payment for the previous invoice might have been deleted after creating a new invoice - case #388
- Corrected taxes synchronization that might have caused issues with updating their amounts after making changes in the QuickBooks panel - case #387
v1.9.1
Released: Jan 4th, 2023New Feature
- WHMCS V8.7 support
Bug Fix
- Prevented potential TypeError that might have occurred when using "Create Invoice" functionality on the WHMCS V8.6 - case #381
- Fixed an exception error that might have shown up on certain WHMCS instances with PHP 8.1 when trying to activate the addon module - case #382
- Eliminated "Argument #2 ($haystack) must be of type array" error that might have been displayed when trying to add the payment, when the "Fee Gateways" option was not previously configured - case #384
- Resolved problem with logging the "Declaration of Symfony (...)" error entries every 30 minutes in the activity report - case #385
- Other minor code corrections
v1.9.0
Released: Oct 6th, 2022New Feature
- WHMCS V8.6 support
- Support for PHP 8.1 version
- Integration of WHMCS credit funds synchronization with QuickBooks Online "Credit Memo" functionality
- Import QuickBooks clients, invoices, and their transactions into the WHMCS system using the CLI cron job commands
- Choose whether to synchronize WHMCS clients' statuses with the QuickBooks customers equivalents or not - case #307
- Select the WHMCS client custom field for tax ID/VAT number that will be synchronized with the QuickBooks "Tax Registration Number" field - case #304
Changed
- Requires ionCube Loader V12 or later
Removed
- Support for WHMCS V8.2 and previous
- Support for PHP 7.2 version
Bug Fix
- Corrected exclusive and inclusive tax calculations when the level 1 and level 2 taxes were used altogether
- Fixed cases when canceled WHMCS invoices were deleted from QuickBooks instead of changing their status to "Voided" - case #313
- Solved problem with "API Required parameter TxnTaxDetail.TaxLineDetail.TaxLine.TaxRateRef is missing in the request" error that might have occurred when exporting invoices - case #310
- Eliminated number of errors generated into the "tblerrorlog" database table
- Other code corrections, language, and UI improvements
v1.8.2
Released: Sep 2nd, 2022Bug Fix
- Resolved assorted problems with exporting invoices when the WHMCS mass payment functionality is used - case #338
- Corrected verification of the HTTPS protocol when OAuth 2.0 is used for connection setup - case #340
- Fixed cases when the exported invoice with tax total due could be wrongly rounded up to 0.01 amount difference
v1.8.1
Released: Jun 22nd, 2022New Feature
- WHMCS V8.5 support
Removed
- Support for WHMCS V8.1 and previous
Bug Fix
- Fixed problem with invalid 1 to 1 currency exchange rate after the transaction export if no fee gateways have been selected in the module configuration - case #336
v1.8.0
Released: Feb 8th, 2022New Feature
- WHMCS V8.4 support
- You can now use a new credit system where the client is charged only with the credit amount used to pay the invoice - case #220
- Select only these gateways that have the fee deposit enabled to eliminate cases of the double fee being charged - case #296
Improvement
- Added a new synchronization cron argument that allows you to export invoices only since the provided date - case #223
- "Gateway Fee Account" option can now be set to "Unassign" to disable fees synchronization - case #300
Removed
- Support for WHMCS V8.0 and previous
Bug Fix
- Other minor code corrections
v1.7.1
Released: Sep 29th, 2021New Feature
- WHMCS V8.3 support
Removed
- Support for WHMCS V7.10 and previous
- Support for PHP 7.1 version
Bug Fix
- There will be no limit where you could set only up to 1000 product items relations - case #294
- Eliminated "Invoice <id> already exist in QB" error when trying to export invoices that might have occurred due to handling differences in an invoice ID and invoice number - case #297
v1.7.0
Released: Apr 14th, 2021New Feature
- WHMCS V8.1 support
- Custom Rules - assign WHMCS invoices to specific QuickBooks services based on the rules of the found items - case #286
- Gateway Fee Account - define the relation between WHMCS transaction fees and QuickBooks deposit account - case #240
Improvement
- Choose whether to shorten transaction IDs by cutting the first or the last characters of the string accordingly - case #249
- Tax type configuration will be now automatically set based on the WHMCS tax settings
- Access token validity will be now automatically refreshed
Removed
- Deprecated "--refreshAccessToken" parameter for cron configuration
- Support for WHMCS V7.9 and previous
Bug Fix
- Adjusted pagination that might have caused issues with loading the list of items to export and log records - case #280
- Eliminated issue where invoice due date was not properly passed to QuickBooks - case #281
- Resolved problems with establishing the connection if the server was using SSL - case #282
- Eliminated "Duplicate Name Exists Error The name supplied already exists" message that might have shown up on WHMCS V8.1
- A message about incorrect "zero tax" configuration has been hidden if that was not used in QuickBooks - case #238
- Fixed issue that might have caused "Integrity constraint violation: (...) for key 'qb_payment_id'" error - case #287
- Solved case that might have caused "Business Validation Error: Transaction detail has tax rate, but corresponding tax or net amount is missing" error - case #288
- Corrected code to prevent "Required param missing, need to supply the required value for the API Required parameter TxnTaxDetail.TaxLineDetail.TaxLine.TaxRateRef is missing in the request" error when exporting invoices - case #289
- Eliminated a large number of warnings generated into the "tblerrorlog" database table
- Other code corrections and UI improvements
v1.6.5
Released: Oct 15th, 2020Bug Fix
- Resolved rare case where the module could have lost the connection with the QuickBooks session - case #278
v1.6.4
Released: Oct 7th, 2020New Feature
- WHMCS V8.0 and PHP 7.4 support
Removed
- Support for PHP 7.0 and previous
- Support for WHMCS V7.8 and previous
Bug Fix
- Other minor code corrections
v1.6.3
Released: Jul 9th, 2020Bug Fix
- Corrected invoice matching process that was sorting invoices from the most recent instead of the oldest ones - case #271
v1.6.2
Released: Jun 4th, 2020New Feature
- Module can now fully support combining of tax level 1 and tax level 2 rates - case #229
Removed
- Support for WHMCS V7.7 and previous
Bug Fix
- Fixed issue where not all entries might be included for the "Default QuickBooks Item" setting when configuring relations for products - case #269
v1.6.1
Released: Mar 25th, 2020New Feature
- WHMCS V7.10 support
Improvement
- Added "Default Refund Receipt Item" configuration option - case #261
- Added ability to "Delete All Relations" at once (clients, products, invoices etc.) - case #266
Bug Fix
- Assorted adjustments to resolved cases with exporting refunded invoices to QuickBooks - case #261
- Fixed "Your server uses the HTTP connection now." notification that might have been shown even when the server used HTTPS protocol - case #262
- Resolved issue with matching transaction with payments when their IDs were truncated to 21 characters as required by QuickBooks - case #263
v1.6.0
Released: Jan 9th, 2020New Feature
- WHMCS V7.9 support
- Module can now work along with multiple WHMCS or other systems synchronized with the single QuickBooks Online account - case #247
- Invoice unpaid cron synchronization - if the invoice is manually paid in the QuickBooks Online panel, the relevant transaction will be also added to the corresponding invoice in the WHMCS - case #247
- 'Prevent Duplication' - block attempts to send WHMCS invoice to the QuickBooks if the same invoice ID already exists in the QuickBooks Online panel
- 'Synchronize Invoice Number' - allow QuickBooks Online panel to generate by itself subsequent invoice numbers and assign them to the generated WHMCS invoices - case #247
- 'Failure Notifications' - send hourly or daily email notifications to a chosen administrator about specified item failures
Removed
- Support for WHMCS V7.6 and previous
Bug Fix
- Corrected issue with display of invalid 'Access Token Valid Time' when incorrect time zones were set on the server - case #256
- Resolved problem with the 'Call to undefined method' error that could have occurred during the cron execution - case #255
- Fixed missing date of cron executions in logs if cron was executed with arguments - case #253
- Other minor code corrections
v1.5.3
Released: Nov 21st, 2019Bug Fix
- Solved problem with toggled date filters which could have worked improperly - case #248
- Resolved issue with the "The response_type query parameter is missing from the authorization request" error - case #251
- Minor code corrections
v1.5.2
Released: Oct 25th, 2019New Feature
- WHMCS V7.8 support
Improvement
- A new toggle was added in order to prevent the duplication of invoices if more than one WHMCS is synchronized with QuickBooks - case #232
Removed
- Support for WHMCS V7.5 and previous
Bug Fix
- Resolved issue with the exchange rate when the main QuickBooks currency is different than the main WHMCS currency - case #219
- Corrected updating of invoice number and date when the "Proforma Invoicing" option is enabled - case #228
- Fixed SQL error that could have occured in the "Relation: Transactions" section if there was more than one transaction assigned to the invoice - case #231
- Resolved issue with the export of transactions of the same ID number - case #235
- Solved problem that could have caused the QuickBooks payment IDs being empty in the "Logs" section - case #237
- Corrected process of errors capturing while authenticating with QuickBooks - case #243
- Other minor corrections
v1.5.1
Released: Mar 5th, 2019New Feature
- WHMCS V7.7 and PHP 7.3 support
Removed
- Support for WHMCS V7.3 and previous
Bug Fix
- Fixed case of an invalid database decoding that might have caused the "Access Token has been invalidated" error - case #225
- Resolved problem of exporting clients with TZS home currency - case #226
v1.5.0
Released: Nov 14th, 2018New Feature
- Assign relations between your WHMCS and the existing in QuickBooks transactions
- Promotion codes support - define a promotional QuickBooks item that will be used for exported WHMCS invoices with promo codes applied
- Set relations automatically by matching customers, products, domains, addons, invoices, and transactions with their equivalents in QuickBooks if such already exist
Improvement
- Added information to logs about the lack of possibility to export merged mass pay invoices if they contain references to other invoices
- Webhooks will be now used to maintain synchronization with events between WHMCS and QuickBooks to offload the resource usage
- Once a specific relation with QuickBooks has been added, it must be unassigned beforehand to reuse it to avoid conflicts
- When disconnecting with QuickBooks, information including a URL to guide you on how to properly reconnect with the QuickBooks account will be displayed
Removed
- Regular hourly cron synchronization - no longer needed, use webhooks feature instead
Bug Fix
- Resolved issue with the option to disconnect the module with QuickBooks correctly
- Eliminated problem with a missing client email address on the exported to QuickBooks invoice
- Fixed export of currency exchange rates to QuickBooks
- Assorted code, UI and language corrections
v1.4.4
Released: Aug 23rd, 2018Improvement
- Added 'Disconnect' button to terminate OAuth connection with QuickBooks API - case #180
- Added synchronization of transactions to the invoices with credit payments - case #157
Removed
- Support for OAuth 1.0 authentication method
Changed
- Design adjustments of the connection button to QuickBooks
Bug Fix
- Fixed 'Invalid tax rate id' error that might have occurred when exporting an invoice with the tax applied - case #186
- Canceled invoices in WHMCS will no longer appear on the export list to QuickBooks (requires the 'Delete Cancelled' option enabled) - case #172
- Resolved issue with an invalid relation for the 'Default Domains Item' field that might have caused the 'ValidationFault: Invalid Reference Id' error - case #159
- Corrected problem with invalid items pricing on QuickBooks invoices that could have occurred in certain cases - case #184
v1.4.3
Released: Apr 23rd, 2018New Feature
- WHMCS V7.5 support
- PHP 7.1 and 7.2 support
v1.4.2
Released: Feb 8th, 2018Bug Fix
- Corrected detection of HTTPS availability for the OAuth2.0 authorization
v1.4.1
Released: Jan 25th, 2018Bug Fix
- Resolved error in exporting payments appearing if a transaction number contained special characters - case #174
- Corrected 'Authentication Failed' errors in logs that used to occur on cron execution - case #167
- Added a UTF-8 converter to resolve issues with custom characters occurring upon exporting clients - case #170
- Eliminated issue that could result from setting the incorrect tax relations
- Solved issue with rounding up the invoice amounts for the GBP currency in the QuickBooks Online UK system - case #168
v1.4.0
Released: Aug 30th, 2017New Feature
- Support for OAuth 2.0 connection method to QuickBooks Online API
- Support for {$clientId} variable to 'Client Display Name Format' field
Improvement
- More details are now available in logs
Bug Fix
- Solved problem preventing the re-export of payments in case an error occurred previously
- Payment method of the invoice is now properly exported to QuickBooks Online
- Surmounted 'ValidationFault: Required param missing' error occurring upon the export of the invoice with zero tax rate and taxable items
- Fixed SQL syntax errors that might occur on cron execution
- Assorted tweaks to exported tax rates
- Various code and language adjustments
v1.3.2
Released: Jul 20th, 2017Bug Fix
- Corrected connection on servers that block POST request method with <!--, --> characters
v1.3.1
Released: Jun 8th, 2017New Feature
- WHMCS V7.2 support
- 'Delete Cancelled' option to remove invoices already cancelled in QuickBooks Online platform
- 'Add Funds Invoice' option to disable synchronization of 'Add Funds' ('Add Credit') invoices
Bug Fix
- Corrected export of currency exchange rates
v1.3.0
Released: Feb 22nd, 2017New Feature
- Define product addons relations
- Define domains relations
- Set additional billing cycles for items in products relations
Improvement
- Section 'Payment Deposits' converted into 'Payment Gateways' to allow more complex data relations
- Added 'Total' value column in 'Invoices' section
Bug Fix
- Corrected display of subtotal values in 'Invoices' secion
- Displaying proper status of multi-currency in 'Configuration' section
- Resolved problem with relations of non-taxed items
v1.2.7
Released: Nov 4th, 2016New Feature
- PHP 7 support
- Check if invoices and transactions already exist before exporting them
v1.2.6
Released: Oct 18th, 2016New Feature
- WHMCS V7 support
v1.2.5
Released: Jul 22nd, 2016Improvement
- validate the length of the client's phone number
Changed
- Rename from 'QuickBooks' to 'QuickBooks Online'
Bug Fix
- Calculate tax - 1 cent issue has been resolved
v1.2.4
Released: Feb 1st, 2016Removed
- Invoice item price restriction
Bug Fix
- Import invoices with discount
v1.2.3
Released: Dec 14th, 2015Changed
- Cut client name to fulfill QuickBooks requirements
Improvement
- Throw exception if the amount for an item is not supported by QuickBooks
- Throw exception if tax to tax rate relation is not found
Bug Fix
- Incorrect payment date on exported transactions in QuickBooks
v1.2.2
Released: Nov 26th, 2015Changed
- Request and response files are no longer stored
Bug Fix
- Display all available items in dropdown menu
v1.2.1
Released: Oct 26th, 2015Improvement
- Support for special characters
Bug Fix
- Rounding taxes
v1.2.0
Released: Sep 8th, 2015New Feature
- WHMCS V6 support
- Multi-Currency support
- Define tax rules relations
- Define zero tax rule
- Define payment deposits relations
- Define client name display format
- Automatically shorten transaction ID
v1.1.0
Released: Jun 17th, 2015New Feature
- Create QuickBooks item
- Link WHMCS product with QuickBooks item
- Link WHMCS invoice with already existing QuickBooks invoice
- Link WHMCS client with already existing QuickBooks client
Improvement
- Show details of connected QuickBooks account
v1.0.0
Released: May 27th, 2015Launch
- Stable Release
Business Scenarios
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Import your existing QuickBooks data to WHMCSImport your existing QuickBooks data to WHMCSRead More
If you are already handling a large database of clients and invoices in QuickBooks Online, you can easily import all the details collected so far to WHMCS. As an added safeguard, QuickBooks Online For WHMCS includes a handy feature that locks entities to protect any custom changes you have made in QuickBooks from being overwritten by updates in WHMCS. And if needed, you have the flexibility to force data import, even when QuickBooks and WHMCS don't match.
Reviews
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QuickBooks Online For WHMCSRhys Damagnez (Virtual3 Ltd) 5 months agoWe switched to the Quickbooks Addon for WHMCS after dealing with a ton of issues with our previous addon. This one is a breath of fresh air! It was easy to set up and has been working flawlessly for years. It syncs clients, invoices, and payments without a hitch, saving us time and frustration.
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QuickBooks Online For WHMCSRaoul Edmonds (BITsmart.IT) 9 months agoWe have been using the WHMCS module for several years now and the time and energy it has saved us makes it well worth the purchase.
On the odd occasion we have contacted support they have always been responsive and knowledgeable.. Definitely recommend the module for anyone use WHMCS and QBO. -
QuickBooks Online For WHMCSJosh (Direct Computers) 1 year agoReally good support and app, very easy to use and got a lot of support when setting up. Recommended if you wish to keep WHMCS and sync across data to be recorded in QuickBooks.
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QuickBooks Online For WHMCSEuan Fielder (Itek Systems Management Ltd) 2 years agoThis software does what it says. Easy to set up and works perfectly. A great timesaver and stops manual entry into Quickbooks Online from WHMCS.
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QuickBooks Online For WHMCSMatt M 3 years agoWe've recently switched to using this module and have found that it is quicker and much more reliable than the other software we are using to sync to Quickbooks. I'll be keeping this module moving forward!
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QuickBooks Online For WHMCSBen Botes (Easy2Access Website Solutions) 3 years agoI started using the QuickBooks for WHMCS since April 2021 and it has been the best investment. Makes syncing WHMCS invoices and payment to QuickBooks absolutly effortless.
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QuickBooks Online For WHMCSDavid 3 years agoThe 7 day trial was perfect to try before buying - and after the initial setup the module works great!
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QuickBooks Online For WHMCSGavin Von Der Heyden (VonDesign) 4 years agoWe have been in contact with Modules Garden with a couple of modules and they have always been very quick to help , we logged a ticket to for help with a 7 day free access for QuickBooks Online For WHMCS and with in little bit of time it was activated and ready to go.
They have always been very helpful with their plugins. -
QuickBooks Online For WHMCSMalik Hemani (Graphic Stylus LLC) 4 years agoWe were using another module who stopped supporting and went dark. Turned to this module. Had few questions about migration and setup. They are fast and very helpful. Works as promised. Even had few extra features we loved.
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QuickBooks Online For WHMCSJames 4 years agoI could not live without this module. They are the best. Hands down. And this Quickbooks module is simply perfect. Perfect in every single way. Thank you guys
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QuickBooks Online For WHMCSAlexandre Alves (Collectif WEB) 5 years agoGreat app, very useful.
I removed a star because of one important missing feature :
this module can't work with combined taxes (like in Quebec, we charge TPS and TVQ).
Every invoices are sync with TPS only. I need to change it manually unfortunately.
But their team told me that they are planning on changing this at the next update.
I will change my review to 5* as well when this will be ready. -
QuickBooks Online For WHMCSTaylor R. 5 years agoWe use Quickbooks online, and this is a really helpful module for staying in sync with the bank. Again, saving so much time for us!
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QuickBooks Online For WHMCSBalaji Sankaranarayanan (Tecknologics) 7 years agoHad been using Modules Garden's QuickBooks for WHMCS since September 2015, since their 1st release. Though we had a bit of lag in understanding configuring QuickBooks dev login, ModulesGarden team assisted us at right time to get things setup.
Since then, we had been one of the early and happy clients of them. The module is made to the point, Sync clients, transactions and invoices. Also, the module has a very redundant code base which keeps us cool and out of worries. We hope to continue using this module for every.
Great work guys.
