QuickBooks Online Module for Perfex CRM – Real Time and Scheduled Synchronization

Description

NOTE This is a module for Perfex CRM Not a standalone script Brief Description Integrating QuickBooks with Perfex gives full visibility into how your business is running and where it can be improved Accounting software and CRM work together to share data between sales and accounting including customer information sales orders expenses and invoicing Syncs both old and new Invoices Expenses Payments etc QuickBooks Online Module enables you to synchronize in Real Time or Scheduled your Accounts Taxes Tax Agencies Invoices Payments Expenses Expense Categories Payment Methods etc It is worth noting that although this module uses one way sync there are some aspects that we run Two-way sync Taxes Tax Agencies NB Non-US Locales only Payment methods One-way sync from QuickBooks Online to Perfex CRM Chart of Accounts Expense Categories One-way sync from Perfex CRM to QuickBooks Online Customers Items Invoices Payments Expenses Documentation There is no coding skills needed at all in order to set this module It is just a plug and play script and you are good to go The Quickstart Guide included with this package takes you through a step by step process of getting this module live From creating a Quickbooks account to synchronizing your data Prerequisites Perfex CRM cronjob needs to be enabled and running in order for automatic scheduled synchronization to work Latest Perfex CRM version Going Live When you want to go Production Mode follow the following steps N B We added a new feature called Reset comes in-handy when you want to switch to production mode this will prevent duplication of records in quickbooks Reset all syncs in the Quickbooks Module settings this will clear all synchronizations For dummy data just delete it that is invoices customers items etc For the privacy link since you are not publishing this app and is for personal use you can set the Terms of Service Links as http test com or your website url When you reset your syncs it will clear your current chart of accounts so you can synchronize the new production mode chart of accounts You are set just follow the steps you followed with the sand box tests Support Incase of any queries regarding the module or any suggestions that may help us improve it feel free to contact us by adding a comment or direct messaging us Guys from support department will get back to you as soon as possible with a reply Changelog Version 1 0 6 20 Feb 2023 Fixed some reported bugs Version 1 0 5 06 July 2021 Version 2 8 4 Compatible Fixed some reported bugs Version 1 0 4 05 May 2021 Fixed Tax Syning Fixed system disconnection after saving the config page Fixed some reported bugs Version 1 0 3 13 October 2020 Added auto synchronization options in config page you can disable what you dont want to auto sync Fixed Invoices Payment Duplication Fixed Draft invoices filtered from being synchronized Fixed Small Bugs experienced in production mode Version 1 0 2 11 July 2020 Added Reset Option button to clear all synchronizations during mode swithching Demo to Production Supports French language Supports multiple taxes Supports all online payments Two way sync for Payment Methods Fixed Bugs in production mode Version 1 0 1 06 July 2020 Fixed Bug during module installation and activation Version 1 0 0 29 June 2020 Initial release