Odoo QuickBooks Online Connector From PIT Solutions

by
Odoo

$ 95.69

v 16.0 Third Party 4
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Employees (hr)
• Inventory (stock)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 7498
Technical Name pits_quickbooks_connector
LicenseOPL-1
Websitehttp://www.pitsolutions.ch/en/
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Employees (hr)
• Inventory (stock)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 7498
Technical Name pits_quickbooks_connector
LicenseOPL-1
Websitehttp://www.pitsolutions.ch/en/
plugin use thumbnail

Odoo QuickBooks Online Connector

The Odoo QuickBooks Online Connector is designed to facilitate the data migration process between Odoo and QuickBooks, catering to users transitioning from one system to the other or using both simultaneously. Providing seamless import/export functionality helps users save time, minimize manual effort, and ensure data integrity throughout the migration process.

Who is this Plugin for?

This plugin is for ERP users migrating between Odoo and QuickBooks.

Addressed issue

The migration process from Odoo to QuickBooks (or vice versa) involves manually entering a large quantity of data, which is time-consuming and prone to human errors.

solution thumbnail

Solution

The plugin automates the data transfer process between Odoo and QuickBooks by enabling import/export functionality. This automation eliminates the need for manual entry, reducing effort and minimizing errors. It ensures data integrity, improves efficiency, and simplifies the migration process.

Features and Benefits



Import/Export:

Effortlessly imports/exports data between Odoo and QuickBooks, saving migration time and effort.

Historical Data Tracking:

Maintains a record of the last imported QuickBooks ID and corresponding Odoo record ID for easy reference.

Individual Record Export:

Provides an export button for effortless exporting of individual records to QuickBooks, offering migration flexibility and control.

Reference Maintenance:

Tracks QuickBooks ID and import/export dates for each record, ensuring accurate data management throughout the migration.

Activity Control:

Allows customization by selecting specific objects for import/export, ensuring tailored migration based on requirements.

Error Logging:

Logs exceptions in an activity error log, providing visibility into migration process issues.

Record Linking:

Enables seamless linking of Sale/Purchase Orders, Invoice/Bill, and Payment records, preserving data relationships.

Scheduled Data Sync:

Automates the syncing of imported/exported data on a predefined schedule, ensuring consistent data integration.

Working

  1. Sign up for an Intuit Developer Account, create a new App, configure required datas, and set up Odoo QuickBooks Connector with QuickBooks account datas.



  2. For testing purpose, you could use Sandbox company by navigating through API Docs & Tools -> Sandbox. Sandbox companies are regionally-specific QuickBooks Online companies with sample data. They look and act just like a normal QuickBooks Online experience.



  3. Configure QuickBooks in Odoo
    > Install Odoo QuickBooks Online Connector module.
    > Select QuickBooks Module.
    > Configure QuickBooks account details (Client ID, Secret key) for desired company in Import/Export section.



    > Obtain QuickBooks details from App in QuickBooks account under 'Keys & Credentials' section.
    > Choose 'Sandbox' or 'Production' environment.
    > Set Redirect URI as: "[web.base.url]/callback/[company id]" (e.g. http://localhost:8069/callback/1 for company with ID 1).



  4. To manually import or export data within a specified limit, use the 'Sync' button. The 'Activate Cron' button activates the corresponding cron job, which is initially inactive.
    Users can control the syncing of a specific table by enabling the 'Blocked' status. This allows you to manage and control the synchronization process for that particular table as needed.



  5. Id of last imported records and corresponding record id in odoo: The table shows the last imported QuickBooks record ID and its corresponding Odoo record ID, providing a reference for data mapping between the two systems.



  6. Linked sale order and invoice: Sale orders and invoices imported from QuickBooks Online can be linked to their corresponding records in your system, enabling efficient integration and streamlined management.



  7. Export individual records: Users can choose the 'Export to QuickBooks' option for a particular record within a table to initiate the export and ensure that the individual record is accurately transferred to QuickBooks for further processing and synchronization.



  8. Scheduled action for syncing records: The scheduled action serves the purpose of synchronizing data between QuickBooks and Odoo. It runs daily, scanning for records that were modified two days ago. These identified records are then updated to ensure that both QuickBooks and Odoo remain aligned and reflect the most recent changes made to the data.



  9. QuickBooks Details: When records are imported or exported, QuickBooks details such as the QuickBooks ID, date, and other relevant information are saved within each record. This allows for easy reference and retrieval of the associated QuickBooks data whenever needed.
    It ensures that the connection and correlation between the records in your system and their corresponding information in QuickBooks are maintained.



  10. Exported employee in QuickBooks: When an employee is exported to QuickBooks, it is created under the employees table in QuickBooks. The QuickBooks ID and the date of export for this employee are mapped and recorded under the QuickBooks tab. This mapping allows for easy reference and synchronization between the employee records in your system and QuickBooks.



Notes

Sync Data Sequence: Please follow the following sequence while syncing data:

  1. Chart of Accounts
  2. Taxes
  3. Customers
  4. Vendors
  5. Product Categories
  6. Products
  7. Inventory
  8. Payment Methods/Journals
  9. Payment Terms
  10. Sales Orders
  11. Invoices
  12. Purchase Orders
  13. Vendor Bills
  14. Customer Payments
  15. Vendor Payments
  16. Departments
  17. Employees 
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,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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by
agharaafat@outlook.com
on 9/9/23, 5:16 AM

Can i use this module to migrate from QuickBooks to Odoo?

i mean I need to import all data from QuickBooks to Odoo because we need to move from QuickBooks to Odoo without losing the old data.

this module will help?


Re:
by
Thomaskutty Sebastian
on 9/14/23, 1:22 AM Author

Hi,

Yes. you can use our module to migrate from QuickBooks.

All the data mentioned in the "Notes" session in the above product description can be imported.

Please feel free to contact us if you need any further clarifications/assistance.