QuickBooks Online For WHMCS - Revision history

Karolina at 13:43, 6 May 2026

2026-05-06T13:43:34Z

Karolina: /* Configuration */

2026-05-06T09:00:09Z

‎Configuration

Karolina: /* Configuration */

2026-05-05T07:35:16Z

‎Configuration

Karolina at 07:30, 5 May 2026

2026-05-05T07:30:21Z

Karolina: /* About QuickBooks Online For WHMCS */

2026-02-20T08:34:58Z

‎About QuickBooks Online For WHMCS

Karolina: /* Common Problems */

2026-01-05T11:55:38Z

‎Common Problems

Karolina: /* Common Problems */

2026-01-05T11:54:49Z

‎Common Problems

Karolina: /* About QuickBooks Online For WHMCS */

2025-05-14T12:24:04Z

‎About QuickBooks Online For WHMCS

Karolina: /* About QuickBooks Online For WHMCS */

2025-04-16T10:58:38Z

‎About QuickBooks Online For WHMCS

Karolina: /* Common Problems */

2025-03-28T13:00:50Z

‎Common Problems

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 <meta name="keywords" content="quickbooks online for whmcs, quickbooks online configuration, whmcs quickbooks online management, whmcs quickbooks online installation, whmcs quickbooks online common problems, about whmcs quickbooks online, whmcs quickbooks online documentation, whmcs quickbooks online faq, whmcs quickbooks online help, whmcs quickbooks online guide, whmcs quickbooks online wiki, whmcs quickbooks  online tutorial, whmcs quickbooks online tips, whmcs quickbooks online wiki"></meta>
 <meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The QuickBooks For WHMCS Module."></meta>
 =About [https://www.modulesgarden.com/products/whmcs/quickbooks-online QuickBooks Online For WHMCS]=

@@ Line 490: / Line 490: @@
 * '''Fee Gateways''' - Select single gateways that will be excluded from transaction fees. If a client pays with a payment gateway other than chosen here, transaction fees will be added to the account selected in the above-mentioned '' Gateway Fee Account.''<br/> Leave this field blank to enable fee deposits for all gateways.
 * '''Shorten Transaction ID''' - select this option to cut every payment Transaction ID that is longer than 21 characters (limit of signs allowed by QuickBooks Online).<br/>In case the transaction ID in WHMCS is longer, it will be cut to allow successful export of such transaction.<!-- See [https://quickbooks.intuit.com/learn-support/en-us/help-article/printing-preferences/character-limitations-fields-quickbooks/L7eIy5gE3_US_en_US documentation] to learn more.-->
-* '''Invoice Class''' - Select a QuickBooks class to assign to invoices, which allows you to categorize financial transactions by department, location, or project; choose "None" to leave invoices without a class.
+* '''Invoice Class''' - select a QuickBooks class to assign to invoices, which allows you to categorize financial transactions by department, location, or project; choose "None" to leave invoices without a class ''(selected by default)''.
 * '''Debug Mode''' - if selected, logs will be stored in the ' ''Module Log' '' section
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 {|
 |style="padding: 0px 0px 15px 15px;"|Thanks to the '' 'Failure Notifications' '' you can select one administrator who will receive an email notification (in either hourly or daily intervals) about failures in the selected items. <br/>
-'''Note:''' If you want to enable these notifications you also have to set up the following '''additional''' cron job runs ''hourly'' or ''daily'' depending on the chosen '' 'Time' '' option:
+'''Note:''' If you want to enable these notifications, you also have to set up the following '''additional''' cron job runs ''hourly'' or ''daily'' depending on the chosen '' 'Time' '' option:
   php -q /your_whmcs/modules/addons/QuickBooks/cron/cron.php --failureNotifications

@@ Line 480: / Line 480: @@
 |style="padding: 0px 0px 15px 15px;"|<div id="Gateway Fee"></div>Apart from choosing required synchronization options, you have to decide which items from QuickBooks, '' 'Products ', 'Addons', 'Domains', 'Refund Receipt & Credits Item' '' and '' 'Promotional Item' '' will be associated with.<br />''Note: Default Product will be used only when there is no relation set for the selected product in 'Relation: Product' section.''<br/>
 Choose other options from the dropdown menu to set up.
-*Tax Zero-Rated - used when a charged item is not taxed
+* '''Tax Zero-Rated''' - used when a charged item is not taxed
-*Tax Type:
+* '''Tax Type''':
-**Exclusive - tax is added to the price
+** Exclusive - tax is added to the price
-**Inclusive 0 - price includes the tax
+** Inclusive 0 - price includes the tax
-**Out of scope of GTS <br/> '''''Note:''' Keep in mind that by default there is a WHMCS tax type pre-selected.''
+** Out of scope of GTS <br/> '''''Note:''' Keep in mind that by default there is a WHMCS tax type pre-selected.''
-*Client Display Name Format - use available tag fields to adjust the displayed name view.
+* ''''Client Display Name Format''' - use available tag fields to adjust the displayed name view.
-*Customer Tax ID Custom Field - select the custom field with Tax ID value, it will be synchronized with the QuickBooks "Tax Registration Number" field
+* '''Customer Tax ID Custom Field''' - select the custom field with Tax ID value, it will be synchronized with the QuickBooks "Tax Registration Number" field
-*Gateway Fee Account -  define the relation between WHMCS transaction fees and the QuickBooks deposit account. For more info on bank deposit configuration please refer to this [https://quickbooks.intuit.com/learn-support/en-us/bank-deposits/record-and-make-bank-deposits-in-quickbooks-online/00/185563 article].
+* '''Gateway Fee Account''' -  define the relation between WHMCS transaction fees and the QuickBooks deposit account. For more info on bank deposit configuration please refer to this [https://quickbooks.intuit.com/learn-support/en-us/bank-deposits/record-and-make-bank-deposits-in-quickbooks-online/00/185563 article].
-*Fee Gateways - Select single gateways that will be excluded from transaction fees. If a client pays with a payment gateway other than chosen here, transaction fees will be added to the account selected in the above-mentioned '' Gateway Fee Account.''<br/> Leave this field blank to enable fee deposits for all gateways.
+* '''Fee Gateways''' - Select single gateways that will be excluded from transaction fees. If a client pays with a payment gateway other than chosen here, transaction fees will be added to the account selected in the above-mentioned '' Gateway Fee Account.''<br/> Leave this field blank to enable fee deposits for all gateways.
-*Shorten Transaction ID - select this option to cut every payment Transaction ID that is longer than 21 characters (limit of signs allowed by QuickBooks Online).<br/>In case the transaction ID in WHMCS is longer, it will be cut to allow successful export of such transaction.<!-- See [https://quickbooks.intuit.com/learn-support/en-us/help-article/printing-preferences/character-limitations-fields-quickbooks/L7eIy5gE3_US_en_US documentation] to learn more.-->
+* '''Shorten Transaction ID''' - select this option to cut every payment Transaction ID that is longer than 21 characters (limit of signs allowed by QuickBooks Online).<br/>In case the transaction ID in WHMCS is longer, it will be cut to allow successful export of such transaction.<!-- See [https://quickbooks.intuit.com/learn-support/en-us/help-article/printing-preferences/character-limitations-fields-quickbooks/L7eIy5gE3_US_en_US documentation] to learn more.-->
-*Debug Mode - if selected, logs will be stored in the ' ''Module Log' '' section
+* '''Invoice Class''' - Select a QuickBooks class to assign to invoices, which allows you to categorize financial transactions by department, location, or project; choose "None" to leave invoices without a class.
 |}
 {|

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 <meta name="keywords" content="quickbooks online for whmcs, quickbooks online configuration, whmcs quickbooks online management, whmcs quickbooks online installation, whmcs quickbooks online common problems, about whmcs quickbooks online, whmcs quickbooks online documentation, whmcs quickbooks online faq, whmcs quickbooks online help, whmcs quickbooks online guide, whmcs quickbooks online wiki, whmcs quickbooks  online tutorial, whmcs quickbooks online tips, whmcs quickbooks online wiki"></meta>
 <meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The QuickBooks For WHMCS Module."></meta>
 =About [https://www.modulesgarden.com/products/whmcs/quickbooks-online QuickBooks Online For WHMCS]=

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 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.3 Back To PHP 8.1
+|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.3 Back To PHP 8.2
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.13 Back To WHMCS V8.10
+|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V9.X Back To WHMCS V8.10
 |}
 {|

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 |style="padding: 0px 0px 5px 15px;"|14. If you encounter the following error:<br/>
   Update Invoice Total Error: Request is not made successful. Response Code:[400] with body: [Invalid Reference IdInvalid Reference Id : Product/Service assigned to this transaction has been deleted. [...]
-'''Reason:''' The error occurs when a product in QuickBooks has been set to '''Inactive'''. <br/>Although a new product may be selected in the '''Relation Products''' section, an existing relation from a previous configuration still references the inactive product.<br/><br/>
+'''Reason:''' The error occurs when a product in QuickBooks has been set to '''Inactive'''. <br/>Although a new product may be selected in the '''Relation Products''' section, an existing relation from a previous configuration still references the inactive product.<br/>
 '''Solution:''' Restore the affected product by setting it back to '''Active''' in the QuickBooks panel.
 |}

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 {|
-|style="padding: 0px 0px 30px 15px;"|13. When using the '''Calcullation Method: "Calculate based on collective sum of the taxable line items"''' in WHMCS, you may notice a discrepancy of 0.01 in the invoice subtotal between WHMCS/module and QuickBooks panel.<br/>
+|style="padding: 0px 0px 15px 15px;"|13. When using the '''Calcullation Method: "Calculate based on collective sum of the taxable line items"''' in WHMCS, you may notice a discrepancy of 0.01 in the invoice subtotal between WHMCS/module and QuickBooks panel.<br/>
 '''Solution:''' Ensure that '''"Calculate individually per line item"''' is selected as the tax calculation method in your WHMCS settings ''(System Settings → Tax Configuration → Advanced Settings)''. The QuickBooks Online For WHMCS module works flawlessly with this option.
 |}

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 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ ionCube Loader V13 Or Later
+|style="padding: 0px 0px 0px 30px;"|✔ ionCube Loader V14 Or Later
 |}
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