[Product Name]

[Version X.X]

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VTIGER CRM 6 QUICKBOOKS INTEGRATION (ONLINE)

Version 2.0

Platform: VTiger 6

Vtiger CRM 6 Quickbooks online module helps to integrate your vtigerCRM and Quickbooks Online account. This document consists of description, features, installation procedure and change log of our plugin.

Description

VTiger QuickBooks Online (QBTiger) extension integrates your vtigerCRM and QuickBooks Online account. QBTiger helps you to sync your Contacts, Vendors, Products, Quotes, Sales Order and Invoices. It is bidirectional synchronization which can sync from both sides. User can get and send records between your QuickBooks Online and vtigerCRM.

More Info

VTiger QuickBooks Online (QBTiger) is an extension that integrates your vtigerCRM to your QuickBooks Online to enhance features to manage both with easy and speed. QBTiger helps you to sync your Contacts, Vendors, Products, Quotes, Sales Order and Invoices using bidirectional synchronization which can sync from both ends. User can get and send records between your QuickBooks Online and vtigerCRM. Mapping options helps you to map fields between QuickBooks and VTiger modules. A queue option helps you to schedule your sync without overloading server with current tasks. Also you can manually sync data when required.

Features

1. Sync Contacts, Vendors, Products, Quotes, Sales Orders and Invoices from vtigerCRM

2. QBTiger is Bidirectional Sync. User can sync between both QuickBooks and vtigerCRM.

3. Options to sync records Manually and Automatically

4. Options to sync records when record created on vtigerCRM

5. Sync all records from QuickBooks / vtigerCRM at once or selected set of records

6. Option to map fields between vtigerCRM and QuickBooks

7. Option to sync selected status records to QuickBooks.

( apply only for Quote, Invoice, Sales Order )

8. Save mapping option as template to use as default and alter when needed ( apply only for Quote, Invoice, Sales Order )

9. Email notification feature notifies in email with sync reports and details.

10. Advanced QB Queue option handles auto sync to sync scheduled and error records when they meet requirement

11. Log feature provides detailed view on all sync that was done.

12. Sync Records in Batch rather sending all at once.

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DescriptionPlugin Details****************

Author : SmackcodersAuthor URL : Smackcoders Siteversion : 2.0

Product URL

Vtigercrm Quickbooks online

Wiki Page Link

VTcrm 6 quickbooks

Demo Link

Quickbooks demo

Username : demoadmin

Password : demo123

CHANGE LOG

2.0

User can map more fields in Products Module.

User can send selected status records to QuickBooks. (Quotes/Invoice/SalesOrder)

1.2.1

Send records in batch rather than sending records in one shot. To avoid Maximum execution problem and memory limit

Upgraded to Quickbooks API V3

1.2.0

Upgrade to vtiger6.0

Improved UI

1.1.0

Schedule Manual Sync without overloading your server and continue with other tasks

Created module for QBQueue and QBLog.

Add Queue Manually

1.0.0

This is the initial release of QBTiger Online Pro version.

Tested and found works well without any issues in vtigerCRM 5.4.0

Cron Tab:

Add the below entry to cron tab

* * * * * wget -o /dev/null -q -O /dev/null http://localhost/vtigercrm/qbtigerCron.php 2>&1

Change the time, when you want to run the cron and also change the URL (http://localhost/vtigercrm) to your site URL.

Installation

1. Unzip Install.zip from vtigerCRM root directory

2. Go to CRM Settings -> Module Manager

3. Click Install From File Button

4. Select QBTiger.zip and click Import.

5. Do the above two steps for QBLog.zip and QBQueue.zip.

6. Now Go to QBTiger module and click Install link to install QBTiger. This will create workflow, tables that are needed for QBTiger module

7. You will get Installation Success message.

There is a paid installation / configuration support. If not purchased along with product you can contact us for Installation Support.

Configuration

API Details

1. Go to QBTiger Module.

2. Go to API Details. Fill the API Details like App Token, Consumer Key and Consumer Secret

3. Click Save.

4. You will be redirected to QuickBooks page

5. Provide your QuickBooks credentials

6. Click Authorize Button to authorize your new app token.

7. This will redirect back to the Settings page again.

8. Now QuickBooks and vtigerCRM are integrated and ready to communicate each other.

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9. Choose the sync method to automate sync

10. Choose cron for scheduled sync (for this VTiger cron should be set manually)

11. Choose OnCreate for on the go sync option

12. Records are synced to QB on each save

Main Page:

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API Details

If you don’t know where to get the keys, follow the below steps to create one as in How to get App Token, Consumer key and Consumer Secret?

How to get App Token, Consumer key and Consumer Secret?

1. Go to https://developer.intuit.com/Application/Create/IA

2. Login to QuickBooks

3. Fill all the necessary fields and Save.

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You will get the app token, consumer key, consumer secret.

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Email Notification

• Check the box to enable Email notification for sync reports.

• Enter email details in TO, CC and BCC fields

• Choose notification method as Instant, Every Day, Weekly or Monthly Once

• Save the settings

Field Mapping

QBTiger has an option to send all records as well as selected records to QuickBooks. For this feature, we have provided “Add to QB” checkbox field for all module. If user selects “Add to QB” in Record Selection, it will add/update only the checked records.

User has an option to map fields. There are some mandatory fields that are pre mapped and can’t be edited by users.

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Notes:

1) VTiger CRM Contacts Synced as Customers in QuickBooks.

2) VTiger CRM Products Synced as Products in QuickBooks.

3) VTiger CRM Vendors Synced as Vendors In QuickBooks.

4) VTiger CRM Invoice Synced as Invoice in QuickBooks.

5) VTiger CRM Quotes Synced as Estimate in QuickBooks.

6) VTiger CRM Sales Order Synced as Sales Receipt in QuickBooks.

7) Invoice, Quotes, Sales Order won’t save, if Contact Name not selected.

8) While Saving Invoice, Sales Order, Quotes to QuickBooks, Contacts and Products also synced along to QuickBooks

QB Queue:

QBTiger has Queue Option. This will add all the failed records while sync and run the failed records after some time. Queue will also show why error has occurred. This will help the user to fix the problem easily. (In order to use this feature, user has to configure workflow). User can also add the Queue manually.

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QB Log

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