Code

QuickBooks® Online Module for Perfex CRM - Real Time and Scheduled Synchronization

QuickBooks® Online Module for Perfex CRM - Real Time and Scheduled Synchronization

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.

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 1.0.2 – 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
by
by
by
by
by
by