Odoo Quickbooks Connector - Pragmatic - Pragmatic

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QuickBooks Online – Odoo Connector App Features

Odoo Quickbooks online connector is used to export invoices/bill from Odoo get them paid in QBO and import paid invoices/bills in Odoo.

This module works only with Quickbooks Online Plus - (Region: United States)

This connector will help user to import export following objects.
Import / Export Master Data Customers, Suppliers, Accounts, Products, Payments With this integration, all accounting information from various technology applications like Inventory and Warehouse Management, CRM, HRM, Helpdesk, Project Management could be easily transitioned back and forth within QBO.

US Based Product.
Customizations can be done as well.

This delivered the following high value outcomes

It reduced dependency on manual entry of data
Saved time for duplicate record keeping from external systems to QBO
Substantially bought down human errors
Quicker insight generation on organization-wide finances possible as compared to siloed approach of the external systems

Features Comparison of Quickbooks Online Connector

Features	Pragmatic	Webkul
Import Departments
Import Employee
Linking of Estimate and Invoices
Linking of Vendor Payments and Vendor bill
Individual and Bulk Import/Export
Importing of Vendor Bills
Exporting of Vendor Bills
Loggers for Tracking

odoo quickbook connector | Pragmatic Techsoft

odoo quickbook connector | Pragmatic Techsoft

New Add-on Features

Hurray!!!

Look at the new features which are add on to Odoo-Quickbooks online connector developed by Pragmatic. All are listed below:-

Quickbooks to Odoo Features

Customer

Vendor

Accounts

Account Tax

Product Category

Products

Payment Methods

Payment Terms

Customer Payment

Vendor Payment

Inventory

Sales Order

Invoice

Purchase | Pragmatic Techsoft

Purchase Order

Vendor Bill | Pragmatic Techsoft

Vendor Bills

Department

Employee

Odoo to Quickbooks Features

Customer

Vendor

Product Category

Products

Inventory

Invoice

Payment Method

quotation | Pragmatic Techsoft

Quotation

Purchase Order

Employee

Department

Accounts

Export Customer Payments

Export Vendor Payments

Linking of Estimate and Invoices

Vendor Bill | Pragmatic Techsoft

Linking of Vendor Payments and Vendor bill

Configuration

Click on company name as per requirement -> Select Quickbooks Menu

odoo quickbook integration | Pragmatic Techsoft

Inside Quickbook configuration you can see three tabs named as Initial Sync, Credentials and QB Account Configuration. Go to Credentials tab and Paste the credentials for Client Id and Client Secret copied fromÂ Quickbooks to respective fields in Odoo under it.

odoo quickbook integration | Pragmatic Techsoft

Click on Authenticate.

Authenticate:- This button will check the credentials from both sides and if it matches,authentication get successful, only then it will give permission to sync the data.

Refresh Token:- It will help to keep bridge between the Quickbooks and Odoo. If you have clicked then you need to authenticate after every 2 hours to sync the data from functionality.

Last Imported Id:-
This showcase the last imported id from Quickbooks to odoo which is to showcase whether the data has been synced or not and the last id of same.

If you wish to update the data please follow below steps to update the data from quickbooks to odoo if there is any change in it.

Settings -> Companies -> Select Company
Click on Edit button
Go to Quickbooks tab -> Initial Sync
Set the data to from the last imported id (For example if Last Imported IdÂ for Customer Sync is showing 301 then you need to make it 0 and again click on sync data)
Save
Sync

Exporting Data from Quickbooks to Odoo

The sync data in the defined sequence:-

1) Import Chart of Accounts
2) Import Accounts Tax This is the base before the other master data to be pulled in.

odoo quickbook integration | Pragmatic Techsoft

After these imports, there is one important configuration needs to be made in the QBA Account Configuration tab.

Once that is imported, you can fetch further data in below sequence:-

3) Customer
4) Vendor
5) Product Category
6) Products
7) Inventory
8) Payment Method
9) Payment Terms
10) Sales order
11) Invoice
12) Purchase Order
13) Vendor Bills
14) Customer Payment
15) Vendor Payment
16) Department
17) Employee

Exporting data from Odoo to Quickbooks

Go to Settings > Actions > Server Actions

In this Actions, you need to sync the data to be exported from Oddo to QB for Selected Master.

Server Actions enable the Export to Quickbook options in Action Item.

Customer/Supplier Export:- To export customer/Supplier from odoo to quickbooks, click on the customer/supplier you want to export.

In customer/supplier form select Action button at the top. Then select Export to Quickbooks option in drop down menu and your customer/supplier get exported to QB successfully.

Similarly, if there is any change you have made in Odoo under Customer/Supplier then it can be successfully update in Quickbooks through this option.

odoo quickbook integration | Pragmatic Techsoft

Product Export

To export product from odoo to quickbooks, click on the product you want toÂ export. In product form select Action button at the top.

odoo quickbook integration | Pragmatic Techsoft

Then select Export to Quickbooks option in drop down menu and your product get exported to QB successfully.Â

Customer Sale Order/Invoice Export

To export customer sale order/invoice from odoo to quickbooks, click on the the customer sale order/invoice you want to export. In customer sale order/invoice form select Action button at the top. Then select Export to QBO option in drop down menu and your customer invoice get exported to QB successfully.

odoo quickbook integration | Pragmatic Techsoft

Charts of Accounts Export

To export Charts of Accounts from odoo to quickbooks, click on the the charts of account you want to export. In charts of account form select Action button at the top. Then select Export to QBO option in drop down menu and your charts of account get exported to QB successfully.

odoo quickbook integration | Pragmatic Techsoft

Payment Terms Export

To export Payment terms from odoo to quickbooks, click on the the Payment terms you want to export. In Payment terms form select Action button at the top. Then select Export to QBO option in drop down menu and your charts of account get exported to QB successfully.

odoo quickbook integration | Pragmatic Techsoft

Customer Payments Export:

To export Customer Payments from Odoo to Quickbooks,click on the the Customer Payment that you need to export. In Customer Payment form select Action button at the top.

Then select Export to QBO option in drop down menu and your Customer Payments gets exported to QBO successfully.

odoo quickbook integration | Pragmatic Techsoft

Scheduled Action for Customer Payments Export:

odoo quickbook integration | Pragmatic Techsoft

Vendor Payments Export:

To export Vendor Payments from Odoo to Quickbooks,click on the Vendor Payment that you need to export. In Vendor Payments form select Action button at the top. Then select Export to QBO option in drop down menu and your Vendor Payments gets exported to QBO successfully.

odoo quickbook integration | Pragmatic Techsoft

Scheduled Action for Vendor Payment Cron:

odoo quickbook integration | Pragmatic Techsoft

Linking of Vendor Bills and Payments

Whenever a Vendor Payment gets exported,its associated Vendor Bill also gets synced into Quickbooks.

odoo quickbook integration | Pragmatic Techsoft

Linking of Estimate and Invoices

odoo quickbook integration | Pragmatic Techsoft

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