Overview

QuickBooks Desktop For WHMCS is an inventive module built to establish a bidirectional integration between your WHMCS and a deluxe accounting platform – QuickBooks Desktop! With customer details, invoices, transactions, taxes and more crucial information being readily harmonized, you will gain access to a consistent repository of your financial data and thus handle your business dealings with far greater speed and efficiency!

The module will arm you with the power to decide on the manner and scope of data synchronization. The export tasks might be executed either manually or through the Web Connector while import mechanisms are performed automatically by a cron job. Whatever method you adopt, with accurate summaries on the dashboard and informative logs you will always trace the adjusted data easily. Any cases when the task execution ends with no success will be additionally reported via email to the administrator of your choice. Moreover, to ensure full coherence and transparency of any integrated elements, you will be able to declare relations of clients, products, invoices and other WHMCS particulars with corresponding pieces of data in QuickBooks Desktop. Expenses can be also further categorized by selecting a default class for each invoice generated in your system.

With this many benefits raised by a variety of features at hand, QuickBooks Desktop For WHMCS is a solution of well-proven worth. Order the module today and look how quickly it brings foolproof discipline right into your business finances!

Features

Module​

Export Manually:

Clients

Invoices

Transactions

Products

Credit Payments

Product Addons

Export Automatically:

Clients

Invoices

Merged Invoices

Transactions

Products

Refunds

Credit Payments

Import And Synchronize:

Clients

Invoices

Transactions

Products

Manage Relations:

Clients With Automatching

Custom Client Fields

Products With Automatching

Product Addons With Automatching

Domains With Automatching

Invoices With Automatching

Tax Rules

Currencies

Payment Gateways – Including Payment Methods, Deposits And Currencies

Transactions With Automatching

Create Own Custom Rules

Choose Default Product Item

Choose Default Domain Item

Choose Account For Products

Choose Tax Zero-Rated

Choose US Default Tax

Choose Home Currency

Set Exported Client Name Format

Set Client Business Number Custom Field

Define Automatic Export Settings

Set Printed Invoices Custom Field

Choose Accounts Receivable

Choose Invoice Default Class

Choose Gateway Fee Account

Send Email Notifications About Task Failures

View Export And Cron Run Summary

View Web Connector Task

View Logs

Set Web Connector Account

General Info​

Requirements​