How To Use Quickbooks Odoo Connector

   IMPORTING DATA FROM QUICKBOOKS TO ODOO:

Our module follows Odoo’s default flow and its interdependencies, so it’s essential to import foundational data first (such as Accounts, Customers, Vendors, and Products) before syncing transactional records like Sales Orders, Purchase Orders, Invoices, Bills, and Payments. 

The correct sequence for importing data is as follows: 

1. Accounts 
2. Taxes (if applicable) 
3. Customers 
4. Vendors 
5. Products 
6. Sales Orders 
7. Purchase Orders 
8. Invoices 
9. Bills 
10. Invoice Payments 
11. Journal Entries

 EXPORTING DATA FROM ODOO TO QUICKBOOKS:

To ensure smooth data export and avoid any issues with dependencies, follow this recommended order when exporting product data from Odoo to QuickBooks: 

1. Accounts 
2. Taxes (if applicable) 
3. Vendors 
4. Products 
5. Sales Orders 
6. Purchase Orders 
7. Invoices 
8. Bills 
9. Invoice Payments 
10. Journal Entries 

EXTRA FIELD DATA: 

Step 1: Go To Extra field tab, Click on Edit. Add an Asset Account (this is a required field for exporting data to Quickbooks). 

Make sure that the account you add has its Type set as ‘Current Assets’ only. If an account is already present, you can use it, otherwise you will have to create a new account and sync the account to your quickbooks and click Save. 

Map all the fields accordingly.