Questions about importing WHM and Quickbooks customers

[bludove]

I am getting my WHMCS set up to be able to bill my clients through there. Currently I bill them through Quickbooks so all of their email, address, company name, etc is in Quickbooks. They also have accounts in our hosting reseller WHM account. Another "glitch" if you will is that we have been in the process of moving all of our accounts from one hosting company to another company who manages our own private server. We have about 2/3rds moved to the new server and 1/3 still left on the old server.

 

What is the best way to go about getting everything imported and synced? Should I import Quickbooks data first and then the WHM info? I could really use some advice and guidance on this if anyone else has had any similar experiences.

 

Thanks in advance.

Lisa

[bludove]

Is there anyone out there that has any answers that could help me? Thanks!

[AffordableDomainsCanada]

By default, you cannot import/export anything from WHMCS to Quickbooks. There are a few commercial modules out there that allows you to import your clients from WHMCS to Quickbooks.

 

Using WHM you should be able to switch servers pretty easily and then set everything up in WHMCS!

[WHMCS John]

Hi,

There are a number of Quickbooks addons for WHMCS. Head over to https://marketplace.whmcs.comand search for "Quickbooks" will yield several results from which to choose.

 

Please note that WHMCS technical support are unable to provide advice or support for modules such as these.

 

 

With regards to the import process. I'd suggest completing your server migrating first, then you can use the build-in WHM Import Tool to bring them into WHMCS: https://docs.whmcs.com/CPanel/WHM_Import

Next you will need to go through and edit the placeholder client records created by the WHM Import Tool with your actual client names, addresses and due dates from Quickbooks.