Guided Company Console

All imports, exports, and AI health checks live on a single company tab with clear sequencing for new implementations.

Incremental Change Tokens

Track last imported QuickBooks timestamps per model to prevent duplicates and accelerate nightly updates.

Sanitized Export Payloads

Automatic character scrubbing and account-type mapping ensure QuickBooks accepts what Odoo sends.

Deep Logging & Audits

Dedicated models capture connection attempts, duplicates, and order/invoice mismatches for quick remediation.

Treys.ai Insights

Launch AI jobs that summarize outstanding exports, highlight stale domains, and draft remediation plans.

Payment Method Mapping

QuickBooks payment types sync directly to journals so incoming deposits land in the right accounts.

Cron-Friendly Exports

Optional scheduled jobs push products, orders, and invoices after business hours to avoid user disruption.

Duplicate Defense

Review logs for conflicting names or default codes before they create reconciliation headaches.

Tax & Account Mapping

Assign receivable, payable, income, expense, asset, and COGS accounts plus default taxes per company.

Essential Onboarding Toolkit

Import customer titles, categories, payment terms, and tax codes before the first transaction sync.

Installation & Setup

1. Install the module: Go to Apps -> Search for "oe_quickbooks_desktop_bridge" -> Click Install
2. Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights
3. Initial configuration: Access the module settings from the main menu

Basic Usage

1. Creating records: Trigger QuickBooks imports for accounts, customers, vendors, and products to seed Odoo data.
2. Managing data: Use duplicate and connection logs to resolve conflicts before running the next sync.
3. Using key features: Configure export limits, toggle updated-only mode, and schedule cron jobs to automate flows.
4. Generating reports: Launch AI Analysis to receive Treys.ai summaries alongside traditional export logs.

Tips & Best Practices

• Run "Import Essentials" whenever QuickBooks admins add new payment types or tax codes.
• Enable "Export Updated Records" once the initial migration is complete to prevent resending historic data.
• Schedule nightly exports after business hours so accountants review logs each morning.
• Pair with oe_ai_job_base to trigger Treys.ai alerts in Slack or email when tokens go stale.

Important Notes

Ensure the QuickBooks Desktop bridge server uses trusted certificates or disable verification knowingly. Keep backups of your QuickBooks company file before running large imports or exports.

Q: Which QuickBooks Desktop versions are supported?

A: Any edition that works with the PHP bridge layer (Pro, Premier, Enterprise) is supported. The module relies on change tokens provided by the Web Connector interface; ensure your bridge exposes the same endpoints.

Q: Can we limit exports to only new or updated records?

A: Yes. Enable the "Export Updated Records" checkbox to send only QuickBooks-linked records that changed. Leave it off during initial migrations to push brand new data.

Q: How does the AI analysis help my team?

A: The ``ai_analyze_qbd_sync`` call gathers counts for customers, vendors, products, invoices, and orders plus the latest change tokens. Treys.ai can translate that into actionable tasks or daily health summaries.

Why Choose Odoo Engineering