After connecting your QuickBooks Online company to Odoo, several configuration steps should be completed before enabling day-to-day synchronization.
This article explains the recommended initial setup process and describes the available configuration options.
Step 1: Perform the Initial Import
After the connection is successfully authorized, click Initial Import.
The Initial Import wizard imports main data from QuickBooks into Odoo and creates the necessary mapping records used during synchronization.
You can either:
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Click Import All to import all supported data types at once.
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Import specific resources individually.
Available resources include:
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Accounts
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Departments
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Partners (Customers/Vendors)
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Payment Methods
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Payment Terms
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Products
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Taxes
Recommendation
For a new implementation, it is recommended to run Import All to ensure all required mappings are available before synchronization begins.
Step 2: Configure Invoice Synchronization
Open the Invoices tab. You will see different options.
Auto-Export Invoices to QuickBooks –when enabled, invoices created in Odoo are automatically exported to QuickBooks through a job. The connector will regularly check for new invoices and synchronize them without manual intervention.
Invoice Types – you can choose which accounting documents should be synchronized: Customer Invoice, Customer Credit Note, Vendor Bill, Vendor Refund.
Advanced options:
Include Products in Invoice – when enabled, invoice line products are exported together with invoice data. If disabled, invoices may be exported with products like description
Sync Products as Categories – allows categories to be used instead of products for export.
Export Storable Products as Consumables – When enabled, Odoo storable products are exported as non-inventory into QuickBooks.
Step 3: Configure Payment Synchronization
Open the Payments tab.
Auto-Import Payments from QuickBooks – when enabled, payments created in QuickBooks are automatically imported into Odoo and applied to invoices
Auto-Export Payments to QuickBooks – when enabled, payments registered in Odoo are automatically exported to QuickBooks.
Step 4: Configure Additional Synchronization Settings
Open the Misc tab.
Automatic Updates to QuickBooks – master switch that enables automatic updates of existing records in QuickBooks whenever related records are modified in Odoo.
Allow Partner Updates – when enabled, customer and vendor changes made in Odoo are automatically synchronized to QuickBooks.
Allow Product Updates – when enabled, product modifications made in Odoo are automatically synchronized to QuickBooks.
Advanced options:
Include Stock Quantities in Export – when enabled, stock quantities are included when products are exported to QuickBooks. This option only includes inventory quantities during product export. It does not automatically synchronize inventory updates.
What’s next?
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