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WHMCS + QuickBooks Sync Module

WHMCS + QuickBooks Sync Module

Documentation

Install & Upgrade Instructions

Installation Instructions Backup your WHMCS files & database as well as your QuickBooks Online Data. This module has been fully tested but nothing is more important than the safety of your data! Ensure your system requirements meet the needs of our module, or you will encounter errors. PHP 5.5+ ionCube...

General Usage Instructions

Now that our module is installed, you’re ready to start syncing! First step is to ensure that all of your data is mapped. Mapping Data Go to Setting & Logs > Run Cron in our module. The cron should already be set to run once a day, and you can...

FAQ

FAQ

Installation I’m migrating this module from my dev site to my test site. Why do I get a 500 Server Error after I migrate? Your module uses OAUTH to connect to QBO, so your dev site URL was passed to QuickBooks Online to confirm where the data was coming from....

Which license/plan is right for me?

Monthly This plan bills you monthly – giving you access to the module for as many months (or years) that you choose to continue paying for. As long as you continue paying, you will continue receiving support and updates. If you select this option, your monthly payments will add up...

Troubleshooting

Error:6430: Invalid account type used, Invalid account type: You need to select a different type of account for this transaction.

Keep getting this error when pushing WHMCS payments to QuickBooks Online? Error WHMCS Invoice ID:001, QBO Invoice ID:001, QBO Customer ID:001 Error:6430: [Invalid account type used, Invalid account type: You need to select a different type of account for this transaction.] Cause You have an invalid account selected in Addons...

Setup > Addon Modules page isn't loading fully and displays broken contents

Cause This is caused by the quickbooks_sync module not reading the hooks.php file. This is usually caused after an upgrade or migrate from a different WHMCS install. Resolution Simply download the attached quickbooks_sync.php file, then rename the current quickbooks_sync.php file in the module folder – and drop this file in....

Error:6000: Business validation error - Make sure all your transactions have a GST/HST rate before you save

Keep getting this error when you’re trying to push invoices over to QuickBooks Online? Cause You have the box to Charge Tax checked on invoices where no tax is being charged to clients. Resolution Uncheck this box and save the invoice to push the invoice successfully over to QuickBooks Online.

Error:-1092: [XML parser said: 6: No XML content to parse., ]

Keep getting this error when you’re trying to push invoices over to QuickBooks Online? Cause The invoice wasn’t correctly pushed over to QuickBooks Online; QuickBooks Online API underwent a glitch receiving the invoice, or the invoice needs to be re-saved in WHMCS. Resolution Edit and save the invoice in WHMCS to successfully send the...

Pre-Sales Questions

Which license/plan is right for me?

Monthly This plan bills you monthly – giving you access to the module for as many months (or years) that you choose to continue paying for. As long as you continue paying, you will continue receiving support and updates. If you select this option, your monthly payments will add up...

Advanced Topics

How to configure Batch Support

What is Batch Support? We are excited to offer batch support! This feature helps you account for invoice payments that our module syncs over to QuickBooks Online that are made by a processor that batches all payments for a day and deposits them in a lump sum into your QuickBooks Online account...

Enable Queue Sync / Disable Real-Time Sync

As of v1.9 of our module, we’ve introduced a feature that allows you to disable the real-time sync functionality of the module – and let a cron job handle the sync activity instead. The most helpful feature of this functionality is the decreased lag time that would be experienced while...

Mass Pay & QuickBooks Online Compatibility

One of the features in WHMCS General Settings > Invoices is the option to “Enable Mass Payment”. What this feature does is allow WHMCS clients to pay multiple invoices at once in the client area. In theory, this sounds super, however the way in which this is executed in WHMCS...

Incompatibility with WHMCS "Add Funds" functionality

One feature of WHMCS’s Invoicing settings is the option to allow clients to add funds to their WHMCS Account – to be used in payment for future invoices. In theory, this is a great option to have, but in practice, it’s simply not implemented correctly inside WHMCS to allow for...

  • Changelog

    View the latest updates, new features, bug fixes, and more!
  • Which license/plan is right for me?

    Monthly This plan bills you monthly – giving you access to the module for as many months (or years) that you choose to continue paying for. As long as you continue paying, you will continue receiving support and updates. If you select this option, your monthly payments will add up...