Quickbooks Integration module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Quickbooks Integration Module seamlessly integrates with Quickbooks to enable real-time, two-way synchronization of essential business data. This module simplifies data management, enhances operational efficiency, and ensures your teams have access to accurate and up-to-date information at all times. By bridging the gap between Quickbooks and your systems, it empowers your business to focus on growth and customer satisfaction. Designed to streamline operations and ensure data consistency, the module synchronizes the following key data sets between Quickbooks and your system.

Demo

Quickbooks Integration Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

     Initial version 

     Added support for selecting default Payment Account and Deposit To accounts for expense synchronization.     Added automatic item synchronization when syncing invoices.     Added inventory synchronization from Perfex CRM to QuickBooks, including stock quantity, purchase price, and sales price for newly created items.     Added Asset Account option for items.     Added No-VAT Tax Code selection in settings.     Added invoice number synchronization from CRM to QuickBooks.     Improved customer synchronization by automatically linking existing customers instead of creating duplicates.     Enhanced customer matching logic to handle duplicate names more accurately.     Improved invoice import details by displaying total tax information.     ixed automatic synchronization issues.     Fixed customer synchronization errors from CRM to QuickBooks.     Fixed customer sync failures caused by duplicate primary contact names.     Fixed QuickBooks sales tax validation errors during transaction synchronization.     Fixed duplicate invoice creation in QuickBooks.     Fixed duplicate contact creation issues.     Fixed item code generation when syncing items without predefined codes.     Fixed missing item names in invoices imported back to CRM.     Fixed item mapping issues for invoices downloaded into CRM and integrated with the Accounting module.     Fixed various minor issues to improve stability and synchronization accuracy. 

     Added support for connecting and managing multiple QuickBooks accounts simultaneously.     Improved QuickBooks integration for multi-account environments.     Fixed minor issues to improve overall stability.