By integrating your QuickBooks Online account with Chargebee, one can automate the organization of Invoices, Customers, and other data from Chargebee to QuickBooks, which are essential for your financial management and analysis.
We suggest that it should simply confer with your accounting advisor before configuring the connection.
You should test the sync on the Test Site before fixing the Sync QuickBooks and ChargeBee on the Live Site.
1. To enable Accounting fields.
Make sure that you have enabled Accounting fields for QuickBooks. You will be able to Connect QuickBooks to Chargebee by navigating to Settings and then click on the Configure Chargebee and then clicking the Billing LogIQ.
2. To set up your Product Catalog
• SKU – The user should enter a Product name/ SKU here and this would be used as a Product/ service name in QuickBooks. If a product/ service is already there in QuickBooks, Chargebee maps the trade into the customary product in QuickBooks and the new product is not fashioned.
• Account Name - The Sales/Revenue GL Account Name in QuickBooks ought to enter in the required field of the software through the official website.
• Class - If the Tracking category is necessary for Plan/Addon price point, the grouping is often entered here. Class tracking at the customer level is also achievable. In case you need any assistance you can contact support@chargebee.com for the same as they provide free support and assistance to the new users.
1. When you add new plan/addon price points in Chargebee anytime after connecting the setup, always remember to enter the SKU and GL Account Name fields.
2. If you generate any modification to the GL Account Name in your QuickBooks account anytime after syncing the setup, you would like to update them in Chargebee also. Failing to try to do so could lead to a sync error.
Verify Currency Settings
Verify the successive rules:
• The base currency in Chargebee and QuickBooks ought to be identical.
• If you have got numerous currencies enabled in Chargebee, then you should guarantee these currencies are facilitated in QuickBooks also.
You can scrutinize the currencies in Chargebee by navigating to Settings and then Configure Chargebee and further click at the Currencies link.
After the above steps, one can easily set up an organization Address to ensure that one has to navigate to settings and then go to configure Chargebee and finally at business profile.
QuickBooks odoo integration
Sync QuickBooks and odoo | Connect QuickBooks to odoo
In case you are looking to sync your data from QuickBooks to Odoo Then, it needs some mandatory steps for the same. In Odoo QuickBooks integration data migration is the most important task at the same time as connecting the QuickBooks to Odoo ERP. It is simple and swift to Connect QuickBooks to odoo as the users have to make a record of facts that are simply to be migrated, export this data from QuickBooks, and subsequently import it lucratively to Odoo.
What data does one get to migrate? In most cases, you have got to impinge on your list of consumers and suppliers, products, bill of materials (if you're a producing company) also because of the outstanding balances. Just before going live you'd do a stock count and upload stock levels to Odoo ERP. Odoo for little business can help small organizations to grow faster.
Let us discuss some significant steps required to connect QuickBooks to odoo. It is an ideal option for bills to manage different departments of the business. O2B Technologies has productively completed many projects globally. Our Odoo services are not limited to any country or any boundary. For countries like Australia, we first recognize their working culture then create a product to beat the obstacle. For the unspoiled business management experience, our integration services help numerous companies. The Odoo services are suitable for every business irrespective of their type, age, size, and site.
The prospect user has to export the following data from QuickBooks:
• List of consumers
• List of Suppliers
• List of Products
• Stock levels
• Import of outstanding balances (accounts receivable/payable)
Always sync your data in CSV because Odoo accepts CSV files formats only. Now, you can simply convert the Excel file into a CSV file then export data.
It may be intricate to map data if you are a new user of Odoo. It can be made simpler by using the two templates in Odoo these are:
1. Customer import template
2. Product import template
After preparing the templates you need to visit the official link for Odoo then Check the inventory Records (Customers, etc). Further, click on the import button and then check the info mapping. After that users should click on test import. Finally, the data will be imported automatically after clicking on the 'Import' button.
You will be given an alert message in case there is something wrong with the subsequent template.