What this app does

Quickbooks Master Sync connects ERPNext to your QuickBooks Online company, brings your master data and opening balances across, and reconciles your customer and supplier balances between the two systems.

What moves across

• Chart of accounts, with account types, root types and the hierarchy kept

• Customers, and QuickBooks vendors as ERPNext suppliers

• Items and services

• Tax codes and rates, as sales tax templates

• Payment terms and modes of payment

• Opening balances

Connected in five steps

1. Install the app on your ERPNext v15 or v16 site.

2. Enter the Client ID and Client Secret from your Intuit developer app in QuickBooks Settings.

3. Sign in and approve access through the QuickBooks OAuth2 screen.

4. Choose the ERPNext company the books should land in.

5. Run the sync, watch each step finish, then check the reconciliation.

Built to be checked

Every response QuickBooks sends is stored with its data type, company and time, so any record in ERPNext can be traced back to what QuickBooks returned. Each run records what arrived, what was updated and what was skipped, and a run can be undone and run again.

What the free version includes

• Master data sync: accounts, customers, suppliers, items, tax rates, payment terms and modes of payment

• Opening balances

• Customer and supplier balance reconciliation

What the full version adds

• Account level balance comparison, with matched, mismatched and one sided accounts

• Invoices, bills and payments

• Journal entries

The full version is available from Invento. Ask us about your migration.

What you need

• ERPNext v15 or v16

• A QuickBooks Online company

• An Intuit developer app, for the Client ID and Client Secret

MIT licensed. Built and maintained by Invento Software Limited.

Full guide, including how an accounting firm moved the books of more than 100 client companies: https://invento.com.bd/quickbooks-to-erpnext-migration/