Odoo QuickBooks Online (Intuit) connector documentation and demo | VentorTech

Introduction

This tutorial provides a step-by-step guide on integrating Odoo with QuickBooks Online (Intuit) using the VentorTech connector. This integration allows businesses to synchronize data between the two platforms, enhancing efficiency in managing finances, customers, and products.

Step 1: Install the Module and Set Access Rights

1. Navigate to the Odoo apps store.
2. Search for the QuickBooks Online connector module provided by VentorTech.
3. Click on the "Install" button.
4. After installation, configure the necessary access rights for users who need to utilize this connector.

Step 2: Retrieve Company ID

1. Log into your QuickBooks Online account.
2. Go to the "Account and Settings" section.
3. Under the "Company" tab, locate your Company ID.
4. Note this ID as it will be required for the connection setup.

Step 3: Create a New Application for Connection

1. Access the Intuit Developer portal.
2. Select "Create a New App".
3. Choose "QuickBooks Online" as the app type.
4. Fill in the required fields and save your application.
5. Make sure to note your Client ID and Client Secret for later use.

Step 4: Connect Odoo and QuickBooks

1. In Odoo, navigate to the settings of the QuickBooks Online connector.
2. Enter the Client ID and Client Secret obtained from your QuickBooks application.
3. Input the Company ID retrieved earlier.
4. Follow the prompts to authorize the connection between Odoo and QuickBooks.

Step 5: Download Initial Data from QuickBooks

1. In the connector settings, look for the option to download initial data.
2. Click on the appropriate button to initiate the data download process.
3. Monitor the progress and ensure all necessary data is imported successfully.

Step 6: Map Existing Odoo and QuickBooks Partners

1. Go to the mapping section within the connector settings.
2. Start with mapping customer and vendor records.
3. Match each partner in Odoo with its corresponding record in QuickBooks.
4. Save your mappings to ensure data consistency.

Step 7: Map Accounts Between QBO and Odoo

1. In the mapping settings, find the accounts section.
2. Align Odoo accounts with their counterparts in QuickBooks.
3. Verify account types (e.g., income, expense) are matched correctly.
4. Save your configurations to maintain the mapping.

Step 8: Map Products Between Odoo and QuickBooks

1. Navigate to the product mapping section of the connector.
2. Match products from Odoo with those in QuickBooks.
3. Ensure that product details such as SKUs, names, and categories are synchronized.
4. Save your product mappings.

Step 9: Map Payment Terms

1. Access the payment terms mapping area in the connector settings.
2. Align payment terms used in Odoo with those in QuickBooks.
3. Ensure consistency in payment periods and conditions.
4. Save the payment terms mapping.

Step 10: Map Payment Methods

1. Go to the payment methods mapping section.
2. Match the payment methods available in Odoo with those in QuickBooks.
3. Confirm that all methods are represented accurately.
4. Save the payment method configurations.

Step 11: Test Product Sync from Odoo to QuickBooks

1. Create a sample product in Odoo.
2. Trigger the sync process to push this product to QuickBooks.
3. Verify in QuickBooks that the product appears as expected.

Step 12: Test Customer Export

1. Create a test customer record in Odoo.
2. Initiate the export process to QuickBooks.
3. Check QuickBooks to ensure the customer has been successfully exported.

Step 13: Calculate Taxes from QuickBooks on Sales Orders

1. In Odoo, create a sales order.
2. Ensure that tax calculations are set to pull data from QuickBooks.
3. Review the sales order to confirm the tax amount aligns with QuickBooks.

Step 14: Test Customer Invoice Sync from Odoo to QuickBooks

1. Generate a customer invoice in Odoo.
2. Trigger the sync to QuickBooks.
3. Confirm the invoice appears correctly in QuickBooks.

Step 15: Test Payments Sync from Odoo to QuickBooks

1. Record a payment in Odoo against a customer invoice.
2. Initiate the sync process to QuickBooks.
3. Check QuickBooks to ensure the payment is reflected accurately.

Step 16: Send Invoice Payment Link to QuickBooks Payment

1. Access the invoice in Odoo.
2. Use the feature to send an invoice payment link to the customer via QuickBooks.
3. Verify that the customer receives the link and can access it.

Step 17: Enable Automatic Export of Invoices and Payments

1. In the connector settings, locate the option for automatic exports.
2. Enable this feature to streamline data transfer.
3. Configure the frequency of automatic exports as per your needs.

Step 18: Payment Synchronization from QuickBooks to Odoo

1. Verify that payment records created in QuickBooks are set to sync back to Odoo.
2. Test this by creating a payment in QuickBooks.
3. Check Odoo to confirm the payment appears correctly.

Conclusion

This guide outlines the essential steps to successfully integrate Odoo with QuickBooks Online using VentorTech's connector. By following these steps, you can ensure a seamless data flow between your accounting and management systems, enhancing your operational efficiency. For further optimization, consider regularly reviewing mappings and syncing settings as your business evolves.