QuickBooks USA Online Odoo Connector

by
Odoo

132.68

v 13.0 Third Party 117
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Required Apps Employees (hr)
Inventory (stock)
Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Lines of code 8234
Technical Name pragmatic_quickbooks_connector
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Also available in version v 11.0 v 10.0 v 12.0 v 15.0 v 14.0
You bought this module and need support? Click here!
Required Apps Employees (hr)
Inventory (stock)
Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Lines of code 8234
Technical Name pragmatic_quickbooks_connector
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Also available in version v 11.0 v 10.0 v 12.0 v 15.0 v 14.0

QuickBooks USA Online Odoo 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

Supported Odoo versions & platforms
Odoo.sh
Self Hosted
Enterprise
Community
Odoo Online

Works & tested on standard installations of Odoo with no third party apps

Free support only for odoo installations with no third party apps

Paid support availaible for Odoo installations with third party apps.

Our Service Offerings

Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
To connect with us: support@pragtech.co.in

QuickBooks USA Online Odoo Connector Features

Import Chart of Account.

Import the Accouns from the Quickbook to Odoo.

Import/Export Account Tax.

Import the Account Tax from the Quickbook to Odoo and Odoo to Quickbook

Import/Export Customer.

Import the Customer from the Quickbook to Odoo and Odoo to Quickbook

Import/Export Vendor.

Import the Vendor from the Quickbook to Odoo and Odoo to Quickbook

Import/Export Product Category.

Import the Product Category from the Quickbook to Odoo and Odoo to Quickbook

Import/Export Product.

Import the Product from the Quickbook to Odoo and Odoo to Quickbook

Import Inventory.

Import the Inevntory from the Quickbook to Odoo.

Import/Export Payment Method (Journal)

Import the Payment Method (Journal) from the Quickbook to Odoo and Odoo to Quickbook

Import/Export Payment Term.

Import the Payment Term from the Quickbook to Odoo and Odoo to Quickbook

Import/Export Sales Order.

Import the Sale Order from the Quickbook to Odoo and Odoo to Quickbook

Odoo Multi Version Support

Supports Multiple Odoo Versions

Import/Export Invoices.

Import the Invoice from the Quickbook to Odoo and Odoo to Quickbook

Import Credit Memo

Import the Memo from the Quickbook to Odoo

Import/Export Purchase Order

Import the Purchase Order from the Quickbook to Odoo and Odoo to Quickbook

Dynamic Mapping Fields Configuration

We can configured fields and sub fields which we want to import and export.

Import Data based on ID

Import the Data based on the defined Id

Backend Configuration Menu

Configuration from the company form view

One Place For Import/Export

Added all the import, Export and Mapping from Company Form view.

Cron to Schedule the Functions

Automatically run the scheduler based on the configured time.

Limit of Import Data

We can also defined the Limit for the import the records.

Dynamic Dashboard

We can defined the dynamic object and based on that it will effect on the Charts.

Dynamic Mapping Fields for Import/Export

We can import and Export the Data based on the configured fields and sub fields.

Single sync button on every form view to export data instantly.

We can sync the single record from the particular form view of the record.

Reference of last import record in one place.

We have last imported records in one place.


Analytical dashboard to view data synced via the Quickbook connector





We have added field mapping for import/export







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

This module will work for United States companies to Sync data between Quickbooks online and Odoo

If you are interested in Canada base product then you can purchase from Link

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

Features Comparison of

Quickbooks Online Connector

Features Pragmatic Webkul
Import Departments
Import Employee
Linking of Estimate and Invoices
Linking of Vendor Payments and Vendor bill
Individual and Bulk Import/Export
Importing of Vendor Bills
Exporting of Vendor Bills
Loggers for Tracking

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.

Click on Authenticate.

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.

Refresh Token:-It will help to keep bridge between the Quickbooks and Odoo. If you have clicked then you need to authenticate after every 2 hours to sync the data from functionality.

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.

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.

  1. Settings -> Companies -> Select Company
  2. Click on Edit button
  3. Go to Quickbooks tab -> Initial Sync
  4. Set the data to 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.

After these imports, there is one important configuration needs to be made in the QBA 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

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.

Watch Demo Video

Exporting data from Odoo to Quickbooks

Go to 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.

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.

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.

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.

Customer Payments Export:

To export Customer Payments from Odoo to Quickbooks,click on the the Customer Payment that you need to export. In Customer Payment form select Action button at the top.

Then select Export to QBO option in drop down menu and your Customer Payments gets exported to QBO successfully.

Scheduled Action for Customer Payments Export:

Vendor Payments Export:

To export Vendor Payments from Odoo to Quickbooks,click on the Vendor Payment that you need to export. In Vendor Payments form select Action button at the top. Then select Export to QBO option in drop down menu and your Vendor Payments gets exported to QBO successfully.

Scheduled Action for Vendor Payment Cron:

Linking of Vendor Bills and Payments

Whenever a Vendor Payment gets exported,its associated Vendor Bill also gets synced into Quickbooks.

Linking of Estimate and Invoices

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.

Watch Demo Video

Help Support Covid Relief

Pragmatic has always been contributing itswarsa social causes by exercising its Corporate Social Responsibility. We are pledged to COVID relief and have been donating a major share of our profits to COVID Pandemic Relief. By purchasing our apps and services you are becoming a part of helping the needy in these critical times. If you want to help further please connect with us and we will help you find NGOs whom you can donate directly.

support@pragtech.co.in

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

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  • ERP Development and Implementation
  • Odoo Ipass Cloud
  • AI for Odoo
  • Odoo Apps
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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).
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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:
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