Configuration

Quickbooks Interface

• Step 1 : Go to ​https://developer.intuit.com/app/developer/sandbox​ ​, and click ​sign in menu. Fill username and password and click on ​sign in ​button (If you are already have an Account or else continue with Signup process)

• Once you click on sign then it will show like this, after that you select any one option here:

• Add verification code, it has already come in gmail or test or call with code (Depend on your selected options).

• How to create new app in quickbook online :

• Google Workspace account has been suspended.

• Once app name is add then click on next button

• Add permissions

• Once I click the done button the show below pop up .

• Once Click on Confirm button the show below Pop up .

• Once click on shows credentials button :

• Display App Name when click on open app :

You will get 2 sections

1. Development
2. Production Select Keys & OAuth menu, you will get Client ID and Secret Key from this page.

Copy these values and paste them in the "Credentials" tab in the company master in Odoo.

Copy Client Id and Secret, paste on odoo company master .

Click On Redirect Url

Create a redirect URL with your odoo server domain suffix with /get_auth_code. and save the changes.

Apply the same client id , secret and redirect url in Odoo QBO configuration available in Company master as follows

Authentication: When we click on the authenticate button it checks whether the connection is successful or not.

When Connection is successful then this message willl show :

Workflow

• When we create a chart of an account on Quickbook you should add an account number.

• If account number is not add then showing importing time error


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 that needs to be made in the QBA Account Configuration tab.

After the import Chart of Account and Account tax we need to add some configuration

Once that is imported, you can fetch further data in the following 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 Quickbooks to Odoo

1. Go to Settings > Actions > Server Actions
2. In this Actions, you need to sync the data to be exported from Oddo to QB for Selected Master.
3. Server Actions enable the Export to Quickbook options in Action Item.
4. Customer/Supplier Export :- To export customer/Supplier from odoo to quickbooks, click on the customer/supplier you want to export.
5. In customer/supplier form select the Action button at the top. Then select Export to Quickbooks option in the drop down menu and your customer/supplier gets exported to QB successfully.
6. Similarly, if there is any change you have made in Odoo under Customer/Supplier then it can be successfully updated in Quickbooks through this option.

Customer Sale Order/Invoice Export

To export customer sale order/invoice from odoo to quickbooks, click on 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 the drop down menu and your customer invoice gets exported to QB successfully.

Charts of Accounts Export

To export Charts of Accounts from odoo to quickbooks, click on the charts of the account you want to export. In charts of account form select the Action button at the top.

Then select Export to QBO option in the drop down menu and your charts of account get exported to QB successfully.

Payment Term Export

To export Payment terms from odoo to quickbooks, click on the Payment terms you want to export. In Payment terms form select Action button at the top. Then select Export to QBO option in the 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 Customer Payment that you need to export. In the Customer Payment form select the Action button at the top.

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

Scheduled Action for Customer Payments Export

Vendor Payment Export

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

Scheduled Action for Vendor Payments 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