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.

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.

1. 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;
2. 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.
3. When you reset your syncs it will clear your current chart of accounts, so you can synchronize the new production mode chart of accounts.
4. 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