Odoo to QuickBooks
Looking to integrate Odoo to QuickBooks? My first question would be, why? Odoo’s accounting software is just as effective as QuickBooks. But if you really really want to… here is where to start.
There are around 30 apps available on the app store from different companies, and what you require depends on which one you purchase.
Can I connect to QuickBooks Desktop?
Yes, both QuickBooks Online and QuickBooks Desktop are available to connect to.
What does a basic integrator include?
If you just want to have the basic documents, you can get apps that just complete the following
- Export Customer Invoices
- Export Vendor Bills
- Import/Export Products
- Import/Export Partners
But I want more………….
And you can have more. What I have found is that most of the integrators take the understanding that QuickBooks is the source of truth.
- Import/Export Product Categories
- Import/Export Taxes
- Import Inventory
- Import/Export Payment Method
- Import/Export Sales Orders
- Import/Export Purchase Orders
- Import/Export Payment Terms
- Import/Export Chart of Accounts
Can I track which records I have synced and which I haven’t?
Yes. Every record that gets imported or exported has a QuickBooks ID number against it. Most of the modules will have filters that you can use to check if the record has been synced or not (especially products and partners)
Will this continuously sync once I have set the object up?
Like all records in Odoo that need to be run continuously all of the import/export objects are put into the “scheduled actions” list. Here you can decide if you want it to run every minute, hour, day, month etc.
So, which connector should I use?
That is completely up to your needs. If you reach out to Bista Solutions, we can help point you in the right direction and advise you on the best fit for you.