How to install QBO Odoo Connector on odoo.sh

Introduction

This tutorial will guide you through the process of installing the QuickBooks Online (QBO) Odoo Connector on odoo.sh. This integration is crucial for businesses looking to streamline their accounting and inventory management by connecting Odoo with QuickBooks Online. Following these steps will ensure a smooth installation and setup of the connector.

Step 1: Access Odoo.sh

• Log in to your Odoo.sh account.
• Navigate to the project where you want to install the QBO connector.

Step 2: Install the QBO Connector Module

• Go to the "Apps" section in your Odoo dashboard.
• In the search bar, type “QBO Connector” to locate the module.
• Click on the QBO Connector module from the search results.
• Click the “Install” button to add the module to your Odoo instance.

Step 3: Configure the QBO Connector

• Once the module is installed, go to the QBO Connector settings.

• You will need to enter your QuickBooks Online credentials, which include:

  • Client ID
  • Client Secret

  To obtain these credentials:

  • Log in to your QuickBooks Online account.
  • Navigate to the QuickBooks Developer portal.
  • Create a new application to generate your Client ID and Client Secret.

Step 4: Set Up Synchronization Options

In the QBO Connector settings, configure synchronization options according to your business needs

• Choose what data you want to sync (e.g., customers, invoices, products).
• Set synchronization intervals if automated sync is preferred.

Step 5: Test the Connection

• After configuring the settings, test the connection between Odoo and QuickBooks Online.
• Look for a “Test Connection” button in the QBO Connector settings.
• Click on it and ensure that the connection is successfully established.

Step 6: Monitor Data Sync

Once the connection is established, monitor the data sync process

• Check for any synchronization errors.
• Ensure that data is correctly reflecting in both Odoo and QuickBooks Online.

Conclusion

You have now successfully installed and configured the QBO Odoo Connector on odoo.sh. This integration will help streamline your business operations. As a next step, consider exploring additional features of the connector and how they can further enhance your workflow. Keep an eye on synchronization logs to catch any potential issues early on. Happy connecting!