QuickBooks Online Odoo Connector

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Odoo

152.65

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Required Apps Sales Management (sale_management)
Invoicing Management (account_invoicing)
Purchase Management (purchase)
Employee Directory (hr)
Inventory Management (stock)
Technical Name pragmatic_quickbooks_connector
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Also available in version v 13.0 v 10.0 v 12.0
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Required Apps Sales Management (sale_management)
Invoicing Management (account_invoicing)
Purchase Management (purchase)
Employee Directory (hr)
Inventory Management (stock)
Technical Name pragmatic_quickbooks_connector
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Also available in version v 13.0 v 10.0 v 12.0

Odoo Quickbooks Connector

Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup

support@pragtech.co.in pragtech

We support for English / French / Spanish at an additional cost

works for community and enterprise editions

Note:Extensively Tested on Odoo Vanilla with Ubuntu OS

QuickBooks Online Odoo Connector App Features

Odoo Quickbooks online connector is used to export invoices/bill from Odoo get them paid in QBO and import paid invoices/bills in Odoo.



This connector will help user to import export following objects.
Import / Export Master Data Customers, Suppliers, Accounts, Products, Payments With this integration, all accounting information from various technology applications like Inventory and Warehouse Management, CRM, HRM, Helpdesk, Project Management could be easily transitioned back and forth within QBO.

US Based Product.

Customizations can be done as well.



This delivered the following high value outcomes
  • It reduced dependency on manual entry of data
  • Saved time for duplicate record keeping from external systems to QBO
  • Substantially bought down human errors
  • Quicker insight generation on organization-wide finances possible as compared to siloed approach of the external systems

New Add-on Features

Hurray!!!

Look at the new features which are add on to Odoo-Quickbooks online connector developed by Pragmatic. All are listed below:-



Quickbooks to Odoo Features

Customer

Vendor

Accounts

Account Tax

Product Category

Products

Payment Methods

Payment Terms

Customer Payment

Vendor Payment

Inventory

Sales Order

Invoice

Purchase Order

Vendor Bills

Department

Employee



Odoo to Quickbooks Features

Customer

Vendor

Product Category

Product

Inventory

Invoice

Payment Method

Quotation

Purchase Order

Employee

Department

Accounts

Configuration

Click on company name as per requirement -> Select Quickbooks Menu

Inside Quickbook configuration you can see three tabs named as Initial Sync, Credentials and QB Account Configuration. Go to Credentials tab and Paste the credentials for Client Id and Client Secret copied from Quickbooks to respective fields in Odoo under it.Â

Click on Authenticate.Â

Authenticate:- This button will check the credentials from both sides and if it matches, authentication get successful, only then it will give permission to sync the data.Â

Refresh Token:- It will help to keep bridge between the Quickbooks and Odoo. If you have clicked then you don’t need to authenticate after every 2 hours to sync the data from functionality.Â

Last Imported Id:-

This showcase the last imported id from Quickbooks to odoo which is to showcase whether the data has been synced or not and the last id of same.Â

If you wish to update the data please follow below steps to update the data from quickbooks to odoo if there is any change in it.Â

  1. Settings -> Companies -> Select Company
  2. Click on Edit button
  3. Go to Quickbooks tab -> Initial Sync
  4. Set the data to ‘0’ from the last imported id (For example if Last Imported Id for Customer Sync is showing 301 then you need to make it 0 and again click on sync data)
  5. Save
  6. Sync

Exporting Data from Quickbooks to Odoo

The sync data in the defined sequence:-
1) Import Chart of Accounts
2) Import Accounts Tax This is the base before the other master data to be pulled in.Â

After these imports, there is one important configuration needs to be made in the ​QB Account Configuration tab.

Once that is imported, you can fetch further data in below sequence:-
3) Customer
 4) Vendor
5) Product Category
6) Products
7) Inventory
8) Payment Method
9) Payment Terms
10) Sales order
11) Invoice
12) Purchase Order
13) Vendor Bills
14) Customer Payment
15) Vendor Payment
16) Department
17) Employee

Exporting data from Odoo to Quickbooks

Goto ⇒ Settings⇒ Actions⇒ Server Actions

In this Actions, you need to sync the data to be exported from Oddo to QB for Selected Master.

Server Actions enable the “Export to Quickbook” options in Action Item.

 Customer/Supplier Export:- To export customer/Supplier from odoo to quickbooks, click on the customer/supplier you want to export.

  In customer/supplier form select Action button at the top. Then select Export to Quickbooks option in drop down menu and your customer/supplier get exported to QB successfully.

  Similarly, if there is any change you have made in Odoo under Customer/Supplier then it can be successfully update in Quickbooks through this option.Â

Product Export

To export product from odoo to quickbooks, click on the product you want to export. In product form select Action button at the top.

Then select Export to Quickbooks option in drop down menu and your product get exported to QB successfully.Â

Customer Sale Order/Invoice Export

To export customer sale order/invoice from odoo to quickbooks, click on the the customer sale order/invoice you want to export. In customer sale order/invoice form select Action button at the top. Then select Export to QBO option in drop down menu and your customer invoice get exported to QB successfully.Â

Charts of Accounts Export

To export Charts of Accounts from odoo to quickbooks, click on the the charts of account you want to export.
In charts of account form select Action button at the top.
Then select Export to QBO option in drop down menu and your charts of account get exported to QB successfully.Â

Payment Terms Export

To export Payment terms from odoo to quickbooks, click on the the Payment terms you want to export.
In Payment terms form select Action button at the top.
Then select Export to QBO option in drop down menu and your charts of account get exported to QB successfully.

Contact / Support

(Monday-Friday 10am to 7pm IST)

Pragmatic Techsoft Pvt. Ltd.

Support

Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.

If you need any help or want more additional features, you may contact us through:

www.pragtech.co.in

Our solutions focus on your problems

  • Odoo Implementation
  • Odoo Customization
  • ERP Development and Implementation
  • Odoo Ipass Cloud
  • AI for Odoo
  • Odoo Apps
  • Aws Marketplace Products
  • Business Engines

Get In Touch

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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Re: Question about functions
by
Pragmatic Sales
on 10/10/18, 6:51 AM Author

Dear Manuel De Los Reyes, we can do the import of journal entries from Quickbooks to Odoo. Currently we do have feature to import Customer and vendor bills from quickbooks to Odoo. Kindly share your contact details to sales@pragtech.co.in so that we can speak about the same.


Question about functions
by
Manuel De Los Reyes
on 8/18/18, 10:54 PM

Can I import accounting journal entries from Quickbooks to Odoo. Also what about vendor bills and customer invoices from quickbooks to Odoo. Thanks in advance.