QuickBooks Online For WHMCS

About QuickBooks Online For WHMCS

QuickBooks Online 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.

• Module Features:

✔ Export Manually:

✔ Clients

✔ Invoices

✔ Transactions

✔ Export Automatically:

✔ Clients

✔ Invoices

✔ Transactions

✔ Manage Relations:

✔ Clients

✔ Products

✔ Domains

✔ Addons

✔ Invoices

✔ Tax Rules

✔ Payment Gateways - Including Currencies And Payment Deposits

✔ Define Default Product Item

✔ Define Default Domain Item

✔ Define Tax Zero-Rated

✔ Define Tax Type

✔ Create QuickBooks Item

✔ Define Automatic Export Settings

✔ Define Client Name Display Format

✔ View Export And Cron Run Summary

✔ View Logs

• General Info:

✔ Multi-Currency Support

✔ Refunds Support

✔ Multi-Language Support

✔ Supports OAuth 1.0 And OAuth 2.0

✔ Supports PHP 5.4 Up To PHP 7

✔ Supports WHMCS V6 and V7

• Requirements:

✔ QuickBooks Online Account

✔ OAuth PHP Library - Connect Using Secure Protocol

Installation

This tutorial will show you how to successfully install and configure QuickBooks Online For WHMCS. We will guide you step by step through the whole installation and configuration process.

1. Log in to your client area and download the module.

2. In the downloaded file you will find two packages that support different PHP versions. As presented on the screen below, the first one is dedicated to PHP 7, while the second one is aimed at PHP 5.4 up to PHP 5.6. It does not apply to open source versions. Note: You can check current PHP version in your WHMCS. To do so proceed to 'Utilities' → 'System' → 'PHP Info'.

3. Extract the downloaded file and choose the one with the right PHP version. Upload and extract the PHP file into the main WHMCS directory. The content of PHP version files should look like this.

4. When you install QuickBooks Online For WHMCS 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'.

5. 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'.

6. 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.

7. 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'.

8. You have just successfully installed QuickBooks Online For WHMCS! You can access your module under 'Addons' → 'QuickBooks'.

Configuration and Management

QuickBooks Online For WHMCS is a module which allows you to export any data on clients, invoices and payments directly to QuickBooks. Note: Since 17th July, 2017 all newly created QuickBooks apps support OAuth 2.0 authorization standard. You can find more information about this change here. Apps created before that date will still support OAuth 1.0. The differences in module configuration between these standards are described in next steps of this documentation. Warning: In order to properly use QuickBooks Online For WHMCS with OAuth 1.0, it is required to have OAuth PHP Class installed before you proceed to the proper configuration of QuickBooks Online For WHMCS. OAuth PHP Class is not required for OAuth 2.0 but your WHMCS has to support HTTPS protocol and have a proper domain name (IP addresses are not supported).

API Keys

Before you move to the essential configuration of the module, you need to generate some data directly in QuickBooks. Please follow the steps below depending on the version of OAuth that your QuickBooks account supports. 1. Log in to: https://developer.intuit.com/ Use your QuickBooks account details to sign in.

2. Once you are logged in, find 'My Apps' tab, press it and then 'Create a new app'.

3. Choose: 'Select APIs'

4. Then mark 'Accounting ' and 'Create app'.

5. Once a new app has been created, you have to move to 'Settings' section.

6. Then, fill out the rest of the information and 'Save Changes'. Keep in mind that the presented URLs are only exemplary and you need to use the details provided in your QBO panel. The Disconnect URL field is optional as it is not used by our module. Note that your application data need to be complete to make it work on the production mode.

7. When ready, move to 'Keys' tab and scroll down to the 'Production Keys' section. Note that your application data need to be complete to make it work on the production mode.

For OAuth 2.0

This step is only required for apps crated after 17th July, 2017 which are using the OAuth 2.0 authentication method.

In 'Production Keys' section you will 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. Next, go to the 'Redirect URIs' . 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. Provided URI also has to start with https:// . You will find the already customized address in your module configuration.

For OAuth 1.0

This step is only required for apps crated before Jul 17th 2017 which are using OAuth 1.0 authentication method.

In 'Production Keys' you will find: App Token OAuth Consumer Key OAuth Consumer Secret These keys are very important, you will need them in the very next step of the module configuration. Please keep them safe.

Configuration

In order to configure your module properly, proceed to 'Addons' → 'QuickBooks' → 'Configuration'.

1. Start with API configuration, since this part is very basic and absolutely necessary to take any further steps. Currently, your 'Connection Status' is 'Not Connected'. In order to establish connection with QuickBooks Online, press the button corresponding to your authentication method:

A box will appear where you will have to type in all the previously generated data. 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: OAuth 2.0 Client ID Client Secret Sandbox - if you have used 'Production' to generate 'Keys,' unmark this checkbox. Debug Mode - select to follow logs in the 'Module Log' section. OAuth 1.0 Token Consumer Key Consumer Secret Key Sandbox - if you have used 'Production' to generate 'Token' and 'Keys,' unmark this checkbox. Debug Mode - select to follow logs in the 'Module Log' section. Save changes first as only then a button 'Connect to QuickBooks' will appear. Press it to connect to QuickBooks Online.

If the entered data are correct, you will be redirected to QuickBooks where you will have to agree to authenticate the connection. Only then the connection status in your module will change to 'Connected,' the data on your company will be automatically downloaded from QuickBooks and filled out here. From now on, you will be able to use your QuickBooks Online For WHMCS module.

You have to do this step only once. Entering the token and consumer keys will not be required again, even if the module will be deactivated in the meantime. Important: to retain the connection with QuickBooks for OAuth 2.0, you have to set up a cron to run at least every hour. This is due to the idle time for the OAuth 2.0 token being only valid one hour (as seen in 'Access Token Valid Time'). The cron job is needed to maintain the continuity of the session. If you need to refresh the token manually, simply press 'Refresh Access Token'.

2. Cron configuration - set up cron jobs. The first one should be run regularly, every one hour interval is recommended. It is responsible for synchronization of any updates done in WHMCS with QuickBooks. It also maintains a session for OAuth 2.0 which otherwise would expire after an hour. The second 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 third cron is only used to maintain the session for an OAuth 2.0 connection. Use it only if the first cron is running less than every hour. It is not needed for OAuth 1.0.

3. Multi-Currency configuration. If connection with QuickBooks has been properly setup, currency details will be visible. View Home Currency MultiCurrency status The above data are synchronized with your QuickBooks account.

4. Synchronization Settings - decide which of the possible synchronization options you want to enable. Simply tick the ones you are interested in.

There are: 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 Add Funds Invoice - if checked, the synchronization of 'Add Funds' (Add Credit) invoices will be disabled Delete Cancelled - tick to remove the already cancelled WHMCS invoices from QuickBooks Online 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'

Apart from choosing required synchronization options, you have to decide which items from QuickBooks, 'Products ', 'Addons' and 'Domains' will be associated with. Note: Default Product will be used only when there is no relation set for the selected product in 'Relation: Product' section. 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 the Transaction ID - select this option to cut every payment Transaction ID that is longer than 21 characters. Press Save Changes button.

Management

At this section we will show you the possibilities of QuickBooks Online For WHMCS. Once the module has been properly connected with QuickBooks and the entire configuration is complete, we can move on to the 'Export' section.

Export

Our module enables several ways to export any data gathered in your WHMCS. Read the below points to learn what data can be synchronized with QuickBooks and what are the possible means of such synchronization.

Clients

The first option offered by our module is the export of clients from WHMCS to QuickBooks, proceed to 'Export' → 'Clients'. If you are using QuickBooks Online For WHMCS for the first time, you will see here a list of all clients who exist in your WHMCS and have not been synchronized with QuickBooks yet. Use the filter to find clients with their account created within the period of time specified in the filter.

Now, you can manually export all of the clients available on the list or choose only some of them. Check boxes next to the clients you are going to export and press 'Export' button as marked on the screen. If you want to export only one client you can do it by pressing 'Export' button located in the 'Action' column next to the name of the client.

If a client has already been exported from WHMCS to QuickBooks, they will no longer be visible on the list. All clients newly added to WHMCS will be automatically synchronized with QuickBooks, unless set otherwise in 'Synchronization Settings'.

Invoices

The other choice is the export of invoices. Proceed to 'Export' → 'Invoices' and you will find a list of all invoices existing in our WHMCS that have not been synchronized with QuickBooks yet. In details, you will find the information on the invoice: ID date when it was created client assigned to the invoice items on the invoice status a total sum.

Just like in case of clients: 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.

Once you have exported some of the invoices, you will see their number along with the number of any transactions connected with them in the 'Summary' table on the dashboard.

Keep in mind that all invoices and transactions added after the first usage of QuickBooks Online For WHMCS are automatically synchronized and exported to QuickBooks unless otherwise stated in 'Synchronization Settings'.

Relation

It is possible to manually declare relations between WHMCS clients, products as well as invoices and corresponding to them QuickBooks elements. 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 manually configure relations.

Relation: Clients

The first possible relations to be declared are relations of WHMCS clients towards the client's account in QuickBooks. 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.

Relation: Products

Products relations can be declared manually and for each product separately along with those declared in 'Configuration' → 'Synchronization Settings'. 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.

If you need, you can add new products to QuickBooks' items list, just press 'New Product' button marked on the screen below.

Name the new item, you can describe it shortly in addition, state its price/rate and choose account. Once you save changes, the new item will be visible on the QuickBooks item dropdown menu. You can now use it to assign WHMCS products to it.

For different billing cycle you can also assign the item that will have its own cycle in QuickBooks. Just press the action button, select one form dropdown menu and save changes.

Relation: Domains

In 'Relation' → 'Domains' tab, you will find a list of all WHMCS domains with their TLD. Assigning a WHMCS domain to another QuickBooks item is possible. Just choose such a domain from a dropdown menu and save changes.

Relation: Addons

You can assign addons to the items already existing in QuickBooks. Just go to 'Relation' → 'Addons' directory and choose the addon from a dropdown menu. Remember to save changes.

It is also possible to add a new addon. To do so, just click the button as shown above and provide some details. Name the new item, you can also describe it shortly, state its price/rate and choose an account. Once you save changes, the new addon will be visible on the QuickBooks item dropdown menu. You can now use it to assign WHMCS products to it.

Relation: Invoices

In 'Relation' → 'Invoices' directory, you will find a list of all WHMCS invoices with their ID, date of creation, assigned client, total sum on it and status. 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.

Relation: Tax Rules

In 'Relation' → 'Tax Rules' directory, you will find a list of defined tax rules. Assign each rule to a specific QuickBooks tax. Select one from a dropdown menu and save changes.

Relation: Payment Gateways

In 'Relation' → 'Payment Gateways', there is a list of available payment methods. Select the one you wish to use from a dropdown menu. Save changes.

When you click the button in the 'Action' section, you can set relations for previously chosen payment gateway. Assign QuickBooks Payment Deposits to a single currency.

In this way, the relation between payment methods, upon which choosing the deposit a transaction in selected currency will go to depends, has been set.

Cron Jobs

Properly set up cron job with a recommended interval (every 6 hours) is responsible for synchronization of any updates performed on invoices or clients' accounts. All changes will be immediately visible in QuickBooks, after cron job has run, without any additional actions taken manually from QuickBooks Online For WHMCS. Note that setting up cron jobs is not obligatory, you can switch it off or set to rare frequency.

Logs

In 'Logs' tab there are enumerated ALL actions on clients, invoices and transactions. Regardless if they were taken manually in the module, automatically or by a cron job. A list of all entries with precisely described details and an exact date of the action can be found there.

Clear all the entries or delete only some of them. Use buttons marked on the screen above.

Dashboard

'Dashboard' includes two useful and user-friendly tables. 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.

Documentation

The very last tab 'Documentation' will, once clicked, redirect you to the article you are currently reading.

Tips

1. Status of the invoice in QuickBooks may differ from the one visible in WHMCS. 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'.

Update Instructions

Essential guidance through the process of updating the module is offered here. 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.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.

2. Should you have problems with upgrading QuickBooks Online product to version 1.3.0, set again the relations of payment deposits in the 'Payment Gateways' section.

3. It may happen that taxes are counted incorrectly for invoices with multiple items where part of the items is taxed and some are not. Please, be careful!

4. In case you encounter any issues with installation and configuration please make sure you have OAuth PHP Class installed. Without that the module will not work properly.

5. You may encounter the API '#OAuthException' error with 'making the request failed (dunno why)' message during configuration. If so, first try to enable 'allow_url_fopen' option in your PHP configuration by setting up the 'allow_url_fopen = on' line in 'php.ini' file and restart the apache2 server. If you need more information you may check it here.

6. It may happen that the following error occurs when attempting to connect QuickBooks Online service: 'We're sorry! We're experiencing some problems. Please try again later.' In that case, make sure you have set up the 'Redirect URI' correctly, as described here.