QuickBooks USA Online Odoo Connector
| Technical name | pragmatic_quickbooks_connector |
| License | OPL-1 |
| Website | http://www.pragtech.co.in |
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QuickBooks USA Online Odoo Connector
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
We support for English / French / Spanish at an additional cost
Note : Odoo should be accessible in the https protocol to
connect to QuickBooks USA Online Odoo Connector
| Supported Odoo versions & platforms | |
| Odoo.sh |  |
| Self Hosted | |
| Enterprise | |
| Community | |
| Odoo Online |  |
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
Our Service Offerings
Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
To connect with us: [email protected]
QuickBooks USA Online Odoo Connector Features
Added new Dashboard. New
Dashboard displays all the Sale, Purchase Order, Invoice Bill data like total record , pending record, waiting record, done, unpaid and paid details.
Import/Export Account Tax.
Import the Account Tax from the Quickbook to Odoo and Odoo to Quickbook
Import/Export Customer.
Import the Customer from the Quickbook to Odoo and Odoo to Quickbook
Import/Export Vendor.
Import the Vendor from the Quickbook to Odoo and Odoo to Quickbook
Import/Export Product Category.
Import the Product Category from the Quickbook to Odoo and Odoo to Quickbook
Import/Export Product.
Import the Product from the Quickbook to Odoo and Odoo to Quickbook
Import Inventory.
Import the Inevntory from the Quickbook to Odoo.
Import/Export Payment Method (Journal)
Import the Payment Method (Journal) from the Quickbook to Odoo and Odoo to Quickbook
Import/Export Payment Term.
Import the Payment Term from the Quickbook to Odoo and Odoo to Quickbook
Import/Export Sales Order.
Import the Sale Order from the Quickbook to Odoo and Odoo to Quickbook
Odoo Multi Version Support
Supports Multiple Odoo Versions
Import/Export Invoices.
Import the Invoice from the Quickbook to Odoo and Odoo to Quickbook
Import Credit Memo
Import the Memo from the Quickbook to Odoo
Import/Export Purchase Order
Import the Purchase Order from the Quickbook to Odoo and Odoo to Quickbook
Dynamic Mapping Fields Configuration
We can configured fields and sub fields which we want to import and export.
Import Data based on ID
Import the Data based on the defined Id
Backend Configuration Menu
Configuration from the company form view
One Place For Import/Export
Added all the import, Export and Mapping from Company Form view.
Cron to Schedule the Functions
Automatically run the scheduler based on the configured time.
Limit of Import Data
We can also defined the Limit for the import the records.
Dynamic Dashboard
We can defined the dynamic object and based on that it will effect on the Charts.
Dynamic Mapping Fields for Import/Export
We can import and Export the Data based on the configured fields and sub fields.
Single sync button on every form view to export data instantly.
We can sync the single record from the particular form view of the record.
Reference of last import record in one place.
We have last imported records in one place.
Import Chart of Account.
Import the Accouns from the Quickbook to Odoo.
Analytical dashboard to view data synced via the Quickbook connector
We have added field mapping for import/export
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 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
This module will work for United States
companies to Sync data between Quickbooks online and Odoo
If you are interested in Canada base product then you can purchase from Link
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 | |
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| 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 | |
|
Configuration
Click on company name as per requirement -> Select Quickbooks Menu
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 from Quickbooks to respective fields in Odoo under it.
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 Id 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.
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
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.
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.
Product Export
To export product from odoo to quickbooks, click on the product you want to export. In product form select Action button at the top.
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.
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.
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.
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.
Scheduled Action for Customer Payments Export:
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.
Scheduled Action for Vendor Payment Cron:
Linking of Vendor Bills and Payments
Whenever a Vendor Payment gets exported,its associated Vendor Bill also gets synced into Quickbooks.
Linking of Estimate and Invoices
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.
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Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.
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This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.