Discount Center For WHMCS
From ModulesGarden Wiki
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Revision as of 14:29, 26 January 2016
QuickBooks For WHMCS is responsible for data synchronization between your system and QuickBooks, it is a comprehensive, accounting software solution.
The module will let you manage the integration of your clients details, invoices and transactions into QuickBooks database.
Data can be synchronized manually as well as automatically with the use of cron job. Thanks to logs you will be able to preview all information on exported data.
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| ✔ Currencies - Payment Deposits
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| ✔ Define Default Domain Item
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| ✔ Define Automatic Export Settings
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| ✔ Define Client Name Display Format
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| ✔ View Export And Cron Run Summary
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| ✔ Supports WHMCS V5 and V6
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| ✔ QuickBooks Online Account
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| ✔ OAuth PHP Library - Connect Using Secure Protocol
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Installation
This tutorial will show you how to successfully install and configure QuickBooks For WHMCS.
We will guide you step by step through the whole installation and configuration process.
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| 1. Log in to your client area and download QuickBooks For WHMCS.
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2. Upload and extract the module into the main WHMCS directory.
Files in your WHMCS directory should look like on the following screen.
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3. When you install QuickBooks for the first time you have to rename 'license_RENAME.php' file.
File is located in 'modules/addons/QuickBooks/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' .
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4. In order to configure your license key, you have to edit the previously renamed 'license.php' file .
Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products' .
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5. Now you have to activate the module in your WHMCS system.
Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules' . Afterwards, find 'QuickBooks' and press 'Activate' button.
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6. In the next step you need to permit access to this module.
To do so, click on 'Configure' button, check required group of administrators and press 'Save Changes' .
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7. You have just successfully installed QuickBooks For WHMCS!
You can access your module under 'Addons' → 'QuickBooks' .
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Management
Discounts
| In order to configure your module properly, proceed to 'Addons' → '
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1. Start with API configuration, since this part is the very basic and absolutely necessary to proceed to any further steps.
Currently your 'Connection Status' is 'Not Connected.' In order to connect to QuickBooks press 'Change' button marked on the screen below:
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Quantity Discounts
Settings
Logs
In 'Logs' tab there are enumerated ALL actions on clients, invoices and transactions.
No matter if they were taken manually in the module, if they were taken automatically or by a cron job.
Find there a list of all entries with precisely described details and an exact date of the action.
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| Clear all the entries or delete only some of them. Use buttons marked on the screen above.
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Dashboard
Documentation
| The very last tab 'Documentation' once clicked will redirect you to the article you are currently reading!
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Tips
1.
Common Problems
| 1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
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