Import and Export your Invoices, Payments, Taxes, Partners, Products, Accounts, Payment Terms and Methods, Departments from Odoo to QuickBooks Online (Intuit) and vice versa. Also, you can send payment links directly from Odoo to your customers. This Odoo Intuit connector allows both manual and automatic sync (two way).
Two-way Import <> Export
Invoices, Payments, Partners, Products, Accounts, Taxes, etc.
Automatic and manual mode
Via postponed asynchronous jobs (UI is not blocked)
Syncs data between Odoo multi-companies
Get taxes from QuickBooks for Sales Orders
Export to QuickBooks
Customer invoices/credits, Vendor bills/refunds
Send Payment in one click
Easy way to send payment link to customer invoicer
What's included in the Quickbooks Data Migration? For taxation purposes, I need to have access for the last 8 years of history
Data will be migrated to Odoo from Quickbooks according to Odoo Guidelines. That is not only Odoo Guidelines, but any ERP system guidelines on how to migrate data from old accounting software:
1) To have access to old data, you just export it to excel so after your account is switched off - you have access to it https://quickbooks.intuit.com/learn-support/en-us/account-management/how-do-i-export-transactions/00/920450
2) Create a specific misc. operations journal in which the opening balances will be imported. It is advised to name it as the previous software (for example : QuickbooksOnline). This step is optional but it will help the user to remember that the item he will reconcile comes from the previous software. If more details are needed, (s)he knows that he can consult the invoice/bill in the legacy system.
3) Extract the closing balances from the legacy software. Basically, you will need to extract 3 types of data :- General Balance = the balance of the general accounts.- Customer Balance = the list of unpaid invoices for each customer.- Vendor Balance = the list of unpaid invoices for each vendor.
4) Import above extracted data into Odoo so opening balances in Odoo will be correct. Done!
It is in the nutshell but it usually takes lots of time.
We want to move away from Quickbooks and need all the history imported to Odoo.Is it possible with your connector?
If you check a scheme above on this page, there is a great diagram showing what the goal of the module is.
Note that accountants are not the easiest people to migrate to the new system. In the future we are planning that there will be an "easy button" of importing all transactions from Quickbooks to Odoo. But, the goal of connector is to allow all other employees in the company to work in Odoo, while accountants will continue working in Quickbooks without need to do double entry.
Never I saw accountants that switched from other accounting system (Sage, Quickbooks and etc) immediately to Odoo. Moreover, individual transactions SHOULD not be synchronised to Odoo when you switch from Quickbooks to Odoo. It is even written in Odoo migration guidelines. So anyway the "easy button" will not work like you describe (and should not work like this). It should migrate only balances as of specific date and left payables and receivables. https://www.odoo.com/forum/help-1/accounting-opening-balances-import-process-186499
So connector is designed to make sure that transition to Odoo will be smooth and painless for all involved.
Does it support multiple currencies?
We are sending the currency of the invoice from Odoo to QuickBooks Online.
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From initial installation to implementation, support was top-notch. I highly recommend this product to any business wanting to integrate their Odoo sales with their QuickBooks Online accounting application. The connector’s features are very intuitive and after it is implemented require no further intervention from the user (set and forget).
My only gripe was the long process of setting up the QuickBooks app for integration. Intuit requires you to provide a lot of information just to connect a third-party application to their software. This is no fault of this developer, however, I wish that process was a little easier.
I give this product 5 stars.