• Navigate to https://developer.intuit.com/app/developer/homepage
• If you don't have an account, click "Sign Up" to create a new one.
• If you already have an account, click "Sign In" and enter your login credentials.
• Follow the on-screen instructions to complete your account setup.

• Sign in to your Intuit Developer account at https://developer.intuit.com
• From the top-right corner, go to My Hub > App Dashboard.
• Click on the app card with a "+" icon to start creating a new app.
• Select the scope accounting & payments scope for your app.
• Click "Create".

• From your App Dashboard, select the app you just created.
• In the top-left menu, click on "Keys & Credentials".
• Here, you'll find your Client ID and Client Secret.

• To set your Redirect URL, go to Settings.
• Under the Redirect URIs section, click "Add URI"
• Use your Odoo domain with /quickbooks/callback as the Redirect URL.
  For example: https://yourdomain.com/quickbooks/callback

1. Go to QuickBooks Connection in Odoo.
2. Click New Connection.
3. Enter:
   • Instance Name (e.g., "My QuickBooks Prod")
   • QuickBooks Instance (Sandbox or Production)
   • Realm ID (from QuickBooks Developer dashboard)
   • Client ID & Client Secret (from your QuickBooks app)
   • Redirect URL (e.g., https://yourdomain.com/quickbooks/callback)
4. Ensure this Redirect URL is also added in your QuickBooks app settings.
5. Click Authenticate to connect.
6. Optionally, click Test Connection to verify.

• Import your Chart of Accounts from QuickBooks into Odoo with support for matching by code and name.
• Set default accounts here for income, expenses, and assets (used for product export if not set), as well as receivables, payables, and taxes.
• Configure sales journals for customer invoices, purchase journals for vendor bills, bank journals for payments and deposits, and credit card journals for card transactions.
• Setting these correctly ensures accurate posting and smooth reconciliation.

Import Tax Codes and Tax Rates directly from QuickBooks into Odoo.

• Supports matching by tax name to prevent duplicates.
• Can auto-update existing tax records if enabled.
• The last successful import date is recorded for easy tracking.

• Bi-directional sync of Customers and Vendors between QuickBooks and Odoo.
• Supports matching by QuickBooks display name.
• Includes sub-contact synchronization.
• Choose to update all records or only those imported from QuickBooks.

• Easily sync products between QuickBooks and Odoo, including categories and inventory details.
• Bi-directional sync of products - choose to update all products or only those previously imported from QuickBooks.
• Match products by name and QuickBooks SKU.
• Optionally fetch and update quantity on hand to keep stock levels in sync.

• Seamlessly import Payment Methods and Terms from QuickBooks into Odoo with a single click.
• Reflect all available QuickBooks terms and payment methods in Odoo to keep financial settings aligned.
• Users can manually map the related payment terms and payment methods, and also map the corresponding Odoo journal for each payment method.

• Bi-directionally sync Invoices and Bills between QuickBooks and Odoo with flexible controls.
• Set a custom start date to import invoices and bills from QuickBooks.
• Choose to update all invoices and bills or only those previously imported from QuickBooks.

• Keep your financial records accurate by importing Credit notes and Payments from QuickBooks into Odoo.
• Credit Notes: Import from QuickBooks, update existing records if needed, and optionally set a custom start date for import.
• Supplier Payments: Import from QuickBooks, update previously imported records, and optionally define a custom start date.
• Customer Payments: Import from QuickBooks, update related invoices in Odoo, and optionally set a custom start date for import.
• Supports automatic reconciliation of payments in Odoo.

• Connect Multiple QuickBooks Online companies to different Odoo companies.
• Each connection can use separate credentials, realm IDs, and settings.
• Sync data independently for each company to keep accounting records properly separated.

• Maintain seamless data synchronization between QuickBooks and Odoo through organized mapping configurations.
• Account Mapping: Align QuickBooks chart of accounts with Odoo accounts for accurate financial syncing.
• Vendor & Customer Mapping: Link QuickBooks vendors and customers to Odoo to keep records consistent and avoid duplicates.
• Tax & Category Mapping: Sync tax codes and product categories for accurate reporting and inventory management.
• Product Mapping: Match products by name or SKU to keep inventory and sales data aligned.
• This mapping is performed automatically during import and export operations.

• Easily manage and align payment terms and methods between QuickBooks and Odoo through a centralized mapping interface.
• Map QuickBooks Payment Term IDs and Payment Method IDs to their corresponding Odoo payment terms and methods.
• Avoid duplication and ensure consistent payment details across financial documents.
• Use the dropdown menu under Manual Mapping to selectively update or manage mappings as needed.
• Manually map the related payment terms and payment methods, and also link each payment method to the corresponding Odoo journal.

• Track all synchronization activities between QuickBooks and Odoo in real time.
• Each log shows the timestamp, status, and operation type (Import/Export).
• See clear messages about what was processed, like updated customers, products, or invoices.
• Filter by log type (Customer, Invoice, Product etc...) and view the specific QuickBooks connection used.
• Helps verify data flow, monitor changes, and troubleshoot issues easily.

• Automate and manage data synchronization between QuickBooks and Odoo using cron jobs.
• Cron jobs are automatically created when you set up a new QuickBooks connection in Odoo.
• These jobs handle automatic import and export of data - including accounts, products, invoices, payments, and more
• You can manually activate or deactivate each job whenever needed.
• Jobs are fully editable: adjust timing, priority, or job type to fit your business needs.
• This setup ensures accurate and timely data synchronization without manual effort.