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.

We will guide you step by step through the whole installation and configuration process.

In the most recent versions of the module, you will find only one package that supports PHP 7.1 and later.
If you need a package for the previous versions of PHP, please contact our support.

The first one that supports PHP 5.6 up to PHP 7.0, and the second one addressed to PHP 7.1 up to PHP 7.3.
Note: Keep in mind that PHP versions 5.6 up to 7.0 are no longer officially supported and their security issues are not fixed or released any more. Find more info here.

The content of PHP version files should look like this.

The file is located in 'modules/addons/QuickBooks/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

Enter your license key between quotation marks as presented on the following screen. You can find your license key in our client area → 'My Products'.

Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules' . Afterwards, find 'QuickBooks' and press the 'Activate' button.

To do so, click on the 'Configure' button, check the required group of administrators and press 'Save Changes'.

You can access your module under 'Addons' → 'QuickBooks'.

1. Log in to: https://developer.intuit.com/

Use your QuickBooks account details to sign in.

You need to provide a proper callback QuickBooks URI from your WHMCS installation in the following format:

https://yourdomain.com/admin/addonmodules.php?quickBooksCallbackOauth2

Note that your 'admin' folder might have a different name than the default one. The provided URL also has to start with https:// .
You will find the already customized address in your module configuration.
Keep in mind that the presented URLs are only exemplary and you need to use the details provided in your QuickBooks Online panel.
The Launch URL and Disconnect URL fields are optional since the module does not use them.
Note that your application data need to be complete to make it work on the production mode.
In this section you will also find:

• Client ID
• Client Secret

These keys are very important, you will need them in the very next step of the module configuration. Please keep them safe.

Here you will have to generate a token that will be used to enable Webhooks for synchronization.

First of all, provide a valid Endpoint URL to the 'webhooks.php' file. That is what such URL may look like. Please remove 'yourdomain.com' and insert your actual address.

https://yourdomain.com/modules/addons/QuickBooks/webhooks.php

Note: The provided URL has to start with https:// .

Then select required events that will be triggered.

It will be necessary during the module configuration.

Currently, your 'Connection Status' is 'Not Connected'. In order to establish connection with QuickBooks Online, press the connection button:

It will allow the module to authenticate your identity in QuickBooks system and let your WHMCS connect with it.
These are your QuickBooks keys that you have generated in the previous step:

• Client ID
• Client Secret
• Sandbox - if you have used 'Production' to generate 'Keys,' unmark this checkbox.

From now on, you will be able to use your QuickBooks Online For WHMCS module.

Use the token generated as explained in steps 9 and 10 in the API Keys section.
Keep in mind that you must use an adequate token. 'Development' Webhooks - when sandbox is used and 'Production' Webhooks token when used in the live environment.

• The first cron job is run only once. It exports all clients, invoices and transactions to QuickBooks as soon as our module is activated in your WHMCS.
  

• The second one is used to maintain the session and refresh the access token.

• The third cron is optional to run - it will check if there are any invoices in QuickBooks panel that were manually paid, and if so, the relevant transactions will be also added to the corresponding invoices in WHMCS and thus they will also be automatically marked as paid.

If the connection with QuickBooks has been set up properly, currency details will be visible.

• View Home Currency
• MultiCurrency status
  

The above data are synchronized with your QuickBooks account.

Simply tick the ones you are interested in.

Clients synchronization:

• Create - performed on client's creation
• Update - takes place when client account has been updated

Invoices synchronization:

• Create - performed on invoice creation
• Update - takes place when an invoice has been updated or altered
• Delete - takes place when an invoice has been deleted
• Delete Cancelled - tick to remove the already canceled WHMCS invoices from QuickBooks Online
• Add Funds Invoice - if checked, the synchronization of 'Add Funds' (Add Credit) invoices will be disabled
• Prevent Duplication - this option will block the attempt to send the WHMCS invoice to the QuickBooks if the same invoice ID already exists in the QuickBooks Online panel. This option should not be used in case if there are more than one WHMCS or other systems synchronized with the single QuickBooks Online account as well as the 'Synchronize Invoice Number' option cannot be selected.
• Synchronize Invoice Number - before assigning the next subsequent WHMCS invoice number, the module will first export that invoice to QuickBooks, where the subsequent invoice number will be generated by QuickBooks itself. This number will be then assigned as the subsequent number to the WHMCS invoice. To use this invoice synchronization with QuickBooks, the 'Custom transaction numbers ' option located in 'Settings' → 'Sales' of QuickBooks Online configuration panel must be disabled. Moreover, this option also cannot be used along with the 'Prevent Duplication' feature of module configuration. Thanks to this feature you can also use the module along with more than one WHMCS or other systems synchronized with the single QuickBooks Online account.

Payments synchronization:

• Create - performed when a transaction has been completed
• Delete - takes place when a transaction has been deleted by an admin

Refunds synchronization:

• Create - performed when a refund has been completed
• Delete - takes place when a refund has been deleted by an admin

  Please note that both payments and refunds are handled together and are displayed as one point on the dashboard called 'Payments'

Choose other options from the dropdown menu to set up.

• Tax Zero-Rated - used when a charged item is not taxed
• Tax Type:

  Exclusive - tax is added to the price

  Inclusive 0 - price includes the tax

  Out of scope of GTS

• Client Display Name Format - use available tag fields to adjust the displayed name view.
• 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).
  In case the transaction ID in WHMCS is longer, it will be cut to allow successful export of such transaction. See documentation to learn more.
• Debug Mode - if selected, logs will be stored in the ' Module Log' section

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

Remeber to 'Save Changes' when your configuration is ready.

Once the module has been properly connected with QuickBooks and the entire configuration is complete, we can move on to the 'Export' section.

Read the below points to learn what data can be synchronized with QuickBooks and what are the possible means of such synchronization.

• ID
• date when it was created
• client assigned to the invoice
• items on the invoice
• status
• a total sum.

• press 'Toggle Filters' to use filter to find invoices from the specified period if time
• perform mass export of all checked invoices
• export individual invoices to QuickBooks.

  Use buttons marked on the screen to perform the above enumerated actions.

Note: Only transactions with already exported invoices are on the list of available to export.

• ID
• Client assigned
• Date when it was created
• Payment Method
• Description
• Amount In and Out
• Fee

• 'Toggle Filters' to use filter to find transactions from the specified period if time
• perform mass export of all checked transactions
• export individual transactions to QuickBooks.

This feature is especially helpful when you need to avoid confusion and misunderstandings.
Please note that this is an extra option, which gives the possibility to configure relations either manually or automatically.

Proceed to 'Relation' → 'Clients', you will find there a list of all clients, with their email addresses, that exist in WHMCS,
those who have not been exported to QuickBooks yet as well as those already exported.

Proceed to 'Relation' → 'Products', you will find there a list of all products with their type and payment standard.
In the last column, there is a dropdown menu with all QuickBooks items that can be assigned to exported products.
Select the item manually and save the changes or use the 'Match Products' option to automatically find relations.

It is possible to assign the WHMCS invoice to another invoice already exported to QuickBooks. Just choose such an invoice from a dropdown menu and save changes.
Transactions between the two invoices will be synchronized then.

Assign QuickBooks Payment Deposits to a single currency.

Use the 'Match Transactions' button to automatically find and existing relation in QuickBooks without manual search for every single transaction.

All you have to do is press the 'Match Products/Domains/Invoices' etc. button. You will be asked to confirm the action and soon after that the process of looking for matches stars.
Once ready, you will see a full list with results. Successfully found matches in green and no match found for an item in red.
Found relations will be set automatically.

• Email - keep in mind that email addresses must be identical (only 1:1 match)
• Name - keep in mind that names must be identical (only 1:1 match)
• ID - 1:1 match only, when the ID is shortened, the relation must be set up manually ('Shorten Transaction ID' option is on)

The first one - 'Summary' - contains data on the number of exported clients, invoices and payments together with refunds.
The number includes exports carried out in all possible ways.
The second table contains information on crons. You may see here when the last cron was run and what time period it covered.

It will be marked as paid only if it is associated with payments on exactly the same amount.
If there was no such real payment, the invoice will be marked as 'Unpaid'.

Afterwards, when the customer pays the invoice using WHMCS credits, this invoice will also be added to the previously created transaction in QuickBooks (provided that there are sufficient funds in this transaction).

Keep in mind there is a quick and easy option in our client area that will let you upgrade the license of your module to an open source version at any time - and at a lower price!
To take advantage of it, simply use the License Upgrade button located on the product's page and a discounted invoice will be generated automatically.