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

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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

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)
  • One-way sync from QuickBooks® Online to Perfex CRM: Chart of Accounts, Payment methods & 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 1.0.0 – 29 June 2020

Initial release
    

Version 1.0.1 – 06 July 2020

Fixed: Bug during module installation and activation.
    
Note : We update new contents like WordPress Themes, WordPress Plugins, Templates & PHP Scripts everyday.But remember that you should never use this items in a commercial website. All the contents posted here for development & testing purpose only. We’re not responsible for any damage, use at your own RISK! We highly recommend to buy QuickBooks® Online Module for Perfex CRM – Real Time and Scheduled Synchronization from the Original Developer website. Thank you.

Preview : QuickBooks® Online Module for Perfex CRM – Real Time and Scheduled Synchronization

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