HOW TO CONNECT QUICKBOOKS WITH ODOO | QUICKBOOKS ODOO INTEGRATION
Odoo, one of the most trusted ERP software platforms, is comprehensively integrated and customizable open-source of business applications which primarily includes sales, CRM, project management, manufacturing, inventory, and accounting in one software solution. This robust software helps in keeping all business functions in one place which helps teams to collaborate with other departments from one integrated platform.
Odoo QuickBooks Integration
The integration
of Odoo and QuickBooks apps comprehensively automates accounting process. This
integration helps users in viewing orders, products, customers, vendors,
employees, payments, expenses, taxes, inventory levels, shipments and more,
directly from Odoo. Thus, users can get access to real-time data without
performing manual data entry. After successful integrations, all types of
transactions are automatically synchronized across multiple channels.
The important
integration features include Importing/Exporting
Transactions From/To Odoo And QuickBooks, Syncing Sales Orders Between Both
Systems, Automatically Generating Invoice Reports In Odoo Based On user’s
Preferences, Exporting Customers To Excel Or CSV File, Sending Email Notifications
whenever An Order Has Been Approved By A Manager.
The Quickbooks odoo integration and QuickBooks apps are done for importing/exporting bills, invoices, customers, vendors etc from Odoo app. Odoo is proficient web-based ERP system which helps in managing all business processes while QuickBooks is world’s No.1 Accounting software, used worldwide. The integration process will help in getting real-time based reports and data which enables users in making better future decisions for their businesses.
Odoo QuickBooks Configuration:
1. For importing/exporting data from
Odoo to QuickBooks or vice-versa, users have to configure the credentials of
QuickBooks in Odoo app.
2. Now, they should login to their
QuickBooks account and then select Keys
& Oauth option.
3. Subsequently, they will be viewing
their client ID and Client Secret Key.
4. Do save these credentials and below
they will see the Redirect URL.
5. Whenever credentials are authenticated
and data is transferred from anywhere, users should apply the URL, where the
data is to be transferred for that particular process.
6. Next, the credentials are configured
in Quickbooks odoo integration and also the redirect URLS have also been
assigned.
7. Thereafter, do click on the
AUTHENTICATE button and users will be redirected to a new window, a message
will be displayed, if everything goes fine.
8. Next, users can close the window and
proceed further in Odoo QuickBooks Integration Connector.
9. Users can close the window now.
QuickBooks Invoice Functional Process:
1. After the confirmation of sales
order, the tasks are generated.
2. After opening and clicking on them,
users can see list of tasks generated
3. Next, an employee of business
organization will be filling the timesheet and will be adding description about
it. Thus, the invoice will be created for that amount of work done.
4. Now, do click on the START button,
and after completion of work, do click on STOP button.
5. Do enter the duration of time and
description.
6. Finally, the timesheet has been
successfully created.
7. Whenever a new entry is created, the
invoiced entry will be fainted.
8. It will inform users about which
entries are to be invoiced.
9. Users can proceed further in
creating an invoice.
10.
Now, users can create invoice based on period “from’ till “to”
11.
Next, do click on the CREATE
AND VIEW INVOICE button to view that invoice has been created.
12.
Subsequently, Accounting Manager will get an Email for the invoice
generated.
13.
Now, he will login to his account and Confirm the invoice has been generated.
14.
Each and every user have been given Access Rights, based on their roles. If the box is ticked then it
implies that rights have been permitted to that particular user.
15.
The Project Manager will not have any access to export customer,
invoices etc to QuickBooks. Thus, the option to Export Data will be invisible
to them.
16. Therefore, only the Account Manager will have access to confirm the invoice and export data to QuickBooks.
17.
Whenever the Account Manager will login then he will go to the Accounting module—> Invoices. It
will help in setting the filter of Invoices which are needed to be Posted or Confirm.
18.
The Invoices which are posted will be only be exported to
QuickBooks through Odoo QuickBooks integration. Thus, users are required to
Confirm the Invoice and then Post it.
19.
After clicking the CONFIRM
button, the invoice will be confirmed.
20.
After the confirmation of Invoice, do click on the Action button and then select Export to QBO.
21.
If all credentials are properly configured and there are no errors
then users will be able to see an ID is generated as QBO Invoice ID.
22.
Furthermore, users can easily export multiple Invoices to
QuickBooks by selecting all records from tree view and then selecting Export to QBO option from Action.
23.
Users should carefully note that status should be POSTED.
24.
Now, the manager is supposed to go to QuickBooks to check whether
the entry of that particular invoice is created or not.
25.
Next, do click on Sales—>Invoices.
26.
Now, users can see the entry of their invoice has been created and
this can be traced by ID.
27.
For receiving the payment, do click on the Receive Payment
28.
User can send invoice to customer or to project.
29.
After entering the details, do click on Save & New, the message of payment received will be displayed.
30.
Now, users can see the state has been changed to Deposited and they can now print
Invoice.
31.
In Odoo app, the Automatic Scheduler will run which will
fetch/Sync the payment data.
32.
User can also sync manually from Odoo.
33.
Now, user can go to the company and selecting the SYNC CUSTOMER PAYMENT button, the
data will sync automatically.
34.
The SYNC CUSTOMER
PAYMENT button will only be visible to Account Manager as access
rights are provided to him.
35.
Next, the manager will go to Accounting—>Customers—>Payments to check with the
invoice which needs to be reconciled.
36.
Users can trace the invoice by looking at the Memo & QBO Payment Id.
37.
Next, do click on the Payment
Matching smart button.
38.
Now, users can select the invoice amount which needs to be
reconciled.
39.
Do click in the RECONCILE
button.
40.
After the record is reconciled, the invoice gets in the payment
status, which implies that it’s been paid.
41.
Users can see the smart button of Invoice is successfully created. After clicking it, the invoice
will be opened and the state will be in
Payment.
42.
By clicking Customers—>
Invoices, users can find other options to see invoice.
43.
In addition, users can also track payment ref. and invoice id.
Expense Process from Quickbooks odoo integration (Odoo QuickBooks integration):
1. For importing data from QuickBooks,
the expense is created in QuickBooks.
2. Now, go to QuickBooks and then
select
3. Do select the Project for which the
expense is to be created.
4. Next, users should click in the Add to Project button and then select Expense
5. After adding the Payee name,
category of expense and the amount, users should click on the Save and Close button.
6. Thereafter, users will be seeing a
message of expense has been created with the amount mentioned in it.
7. Next, as expense is created in
QuickBooks, it’s important to import that expense in Odoo.
8. It is done automatically by the cron
job action in Odoo app, based on the duration set in the action.
9. Users can perform it manually as
they did it for invoice.
10.
Before performing this action, users can see the data which is
imported/exported to QuickBooks or vice-versa by adding a default group
called Expense type.
11.
Next, user should go the company and then click on the 1-SYNC EXPENSE button, hereafter,
that expense will be imported in Odoo.
12.
For checking the data entry of expenses, users should go to Expense—> My expenses—> All my
Expenses and set Group by as Expense
type.
13.
Thereafter, users can see the entry of that amount and data Export from Quickbooks odoo integration has been created.
a. The Manager are supposed to login
and then go to My Reports
options in My Expenses where
amount to be reported, reimbursed etc details will be listed along with the expenses
needed to be approved.
b. The state will be submitted
henceforth after approving it will be in the approved state.
c.
The users should note that this approval will only be done by the
Account Manager, based on Access Rights rules set.
Creating Reports
1. The employees are supposed to create
a report so that the Account Manager can approve the expense.
2. They can track the expense by
details which are captured from QuickBooks.
3. Now, do click on the CREATE REPORT.
4. Finally, the report has been
successfully created and manager will approve it.
5. Next, the manager will login and
then will go to My Reports options in My Expenses where amount to be
reported, reimbursed etc details will be listed along with the expenses needed
to be approved.
6. Next, the state will be submitted
and after approving it, it will be in approved state.
7. The users should note that this
approval will only be done by the Account Manager, based on Access Rights rules
set.
8. By clicking the APPROVE button, the
expenses are approved.
Expense Process from Odoo to QuickBooks:
1. For exporting expenses from Quickbooks odoo integration, users have to create a new expense
and then fill the category type, amount the project to which they want to add
the expense etc.
2. While creating a new expense, the
employee who has logged in, while automatically find his name displayed in the
Employee field name. User can change it.
3. Once the expense is created and a
report is generated by the employee, a similar process will also follow for the
Account Manager to get it Approved.
4. The Account Manager will approve the
expense.
5. After his approval, the manager will
be exporting this expense to QuickBooks by clicking on the Action button and then clicking Export to QBO.
6. For checking the expense entry in
QuickBooks, users should go to their account and then select the Projects.
7. Now, do select the projects at which
expense was created in Odoo app account.
8. Next, do click on the Transactions.
9. Thereafter, users will be able to
see their expense entry has been created.
10.
Now, do click in the Transactions.
11.
Next, users can see that their expense entry has been created.
12.
Finally, users can open it and then check the data entry of the
same.
13.
Targeted Keywords:
14.
quickbooks shopify integration | quickbooks hubspot integration | quickbooks stripe integration |quickbooks salesforce integration | quickbooks zapier integration | quickbooks crm integrationquickbooks square integration | quickbooks amazon integration | quickbooks ebay integration |quickbooks pos integrations |quickbooks gusto integration | quickbooks
wix integration |quickbooks onesaas integration | quickbooks etsy integration | quickbooks shipstation integration |quickbooks asana integration | quickbooks pipedrive integration |quickbooks chargebee integration |quickbooks odoo integration |quickbooks docusign integration | quickbooks excel integration |quickbooks clio integration |quickbooks toast integration|quickbooks myworks integration | quickbooks google sheets integration | quickbooks monday integration | quickbooks trello integration |quickbooks autofy integration | quickbooks jobber integration | quickbooks airtable integration |quickbooks dubsado integration | quickbooks xtrachef integration | quickbooks pandadoc integration |quickbooks connectwise integration |quickbooks harvest integration | quickbooks lightspeed integration | quickbooks autotask integration | quickbooks clover integration |quickbooks toggl integration |quickbooks tsheets integration | quickbooks netsuite integration |quickbooks filemaker integration |quickbooks poynt integration | quickbooks expensify integration | quickbooks google drive integrationquickbooks venmo integration | quickbooks opencart integration | quickbooks freshbooks integrationquickbooks jira integration | quickbooks breadwinner integration | quickbooks zendesk integration |quickbooks smartsheet integration | quickbooks clickup integration | quickbooks paylocity integration |quickbooks turbotax integration | quickbooks prestashop integration | quickbooks justworks integration |quickbooks insightly integration |quickbooks kindful integration | quickbooks clockify integration |quickbooks gmail integration | quickbooks teamwork integration | quickbooks
adp integration |quickbooks copper integration | quickbooks fishbowl integration | quickbooks slack integration |quickbooks bigcommerce integration |quickbooks mindbody integration |quickbooks quickbase integration | quickbooks freshsales integration | quickbooks wrike integrationquickbooks opencart integration| quickbooks ecwid integration |quickbooks servicetitan integration|quickbooks zenefits integration | quickbooks transferwise integration | quickbooks proposify integration| quickbooks keap integration |quickbooks tally integration | quickbooks paychex integration|quickbooks wave integration | quickbooks freshdesk integration | quickbooks bamboohr integration |quickbooks bigtime integration| quickbooks dropbox integration |quickbooks bank of america integration | quickbooks honeybook integration | quickbooks xero integration | quickbooks dbsync integration | quickbooks lawpay integration | quickbooks recurly integration | quickbooks magenest integration | quickbooks office 365 integration|quickbooks brex integration | quickbooks mailchimp integration | quickbooks vend integration| quickbooks bank account integration | quickbooks microsoft dynamics 365 integration | quickbooks hubstaff integration | quickbooks sps commerce integration | quickbooks surepayroll integration| quickbooks active campaign integration |quickbooks vtiger integration | quickbooks tradegecko integration |quickbooks ccc one integration |quickbooks quotewerks integration | quickbooks g suite integration | quickbooks accelo integration |quickbooks infusionsoft integration | quickbooks paycor integration | quickbooks lacerte integration |quickbooks onpay integration | quickbooks trinet integration | quickbooks suitecrm integration |quickbooks elavon integration | quickbooks taxjar integration | quickbooks acculynx integration |
quickbooks
online login | Qbook online login issue | QBO online login problem | QBO online login.
Comments
Post a Comment