QuickBooks module for Perfex CRM - Synchronize Invoices, Payments and Expenses
Description
Automate bookkeeping and reduce manual data entry effortlessly
Our Quickbooks Integration module allows you to automatically synchronize your Invoices/Payments/Expenses with QuickBooks.
It uses one-way sync from Perfex to QuickBooks, for companies based in the US, Australia, United Kingdom, Canada, South Africa & India, taking care of partial payments, taxes and more. Forget about bookkeeping fees. Our module will take care of every necessary part of it, for you, in auto-pilot! Just create a new QuickBooks account and sync Perfex’s data right away.
Please press the Video Preview button in order to perview a demonstration of a complete showcase, under a real Perfex installation environment.
Our last update introduces multiple taxes support for the same item and custom fields support. Invoice synchronization occurs using core’s hooks, during the time of creation and expenses syncronization occurs through cron.
Documentation
Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use Quickbooks Integration module in minutes.
Prerequisites
- Perfex’s core cronjob needs to be enabled and running, in order for Expenses to be synced.
Limitations
- Due to the nature of French-based companies’ taxes that would cause issues to Perfex’s core, we decided not to support France account at this time. - If you change data on an already generated invoice, you will need to manually apply changes in your QuickBooks account for this invoice. Same applies to Payments and Expenses.
Version 1.0b
-Fix for VAT rates - No more duplicate entries in QB -Minimum PHP version required: 7.4
Version 1.0a
-Added multiple taxes support -Added support for custom fields
Version 1.0
-Initial version, fully compatible with the latest version of Perfex CRM
| Type | PHP Script |
|---|---|
| Author | themesic |
| Category | Php Scripts / Add Ons |
| Price | $59 |
| Sales | 252 |
| Rating | 5.00 from 5 ratings |
| Published | Jun 9, 2020 |
| Last Update | Sep 10, 2026 |
| Compatible Software | PHP 7.x |
| Software Framework | CodeIgniter |
| Source Files Included | JavaScript JS, HTML, CSS, PHP, SQL |
Categories
Tags
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