Shaun Posted March 25, 2009 Share Posted March 25, 2009 You know after chatting with my accountant, I've found a simple way to enter invoices into QB. I've been adding invoices on a per customer basis and then selecting the products sold etc. Now he has pointed out that credit crontrol is already built into WHMCS for chasing late payers so what's the point in breaking down to customer level? So I now have three customers, World, EU and UK and enter the invoice in bulk. I have a script that tells me the total sales for the above customer groups for each product line in my system which is what I use to enter sales. Instead of entering 500+ invoices per month, I now enter about 15 While i agree with the it can make accounts hard to reconcile on a daily basis. The best idea is to import daily journals. I would look at this but im not a quicken user and the $400 to beciase a quicken developer isn't rly worth it atm. 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted March 25, 2009 Share Posted March 25, 2009 You know after chatting with my accountant, I've found a simple way to enter invoices into QB. Or you could have just read post#14 0 Quote Link to comment Share on other sites More sharing options...
openmind Posted March 25, 2009 Share Posted March 25, 2009 Re-read a thread from the beginning and miss the opportunity to make myself look an arse when something I post has already mentioned?? Don't be so ridiculous 0 Quote Link to comment Share on other sites More sharing options...
haz Posted March 26, 2009 Share Posted March 26, 2009 This is something I'm potentially interested in, but at the moment I can't find download links to anything but the manual from the ach site. How do I get hold of the test release? Broken links in the first post of this thread don't inspire much confidence. Also, where is the pricing detailed? 0 Quote Link to comment Share on other sites More sharing options...
Fernis Posted April 3, 2009 Share Posted April 3, 2009 I am also in purchasing this addon. Is this project still alive? 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted April 12, 2009 Author Share Posted April 12, 2009 Yes this project is most definitely still alive. While the software works great there were many issues with users self-installing and I simply did not have the time needed to answer support requests. I made it as simple as possible to install but installation problems depend greatly on the current state of the WHMCS database. Currently the underlying framework is being completely reworked with more features and with expanded support for different databases for custom implementations for programs other than WHMCS. I don’t have an eta on release. Also, more than likely this will not be released as a self-install program but rather installation would be included in the price. This would take care of the vast majority of the support issues. If anyone wants a copy of the trial version they can send me a pm and I will send it to you but I will not be able to answer any support requests if you have problems installing it. Tom 0 Quote Link to comment Share on other sites More sharing options...
medblue Posted April 12, 2009 Share Posted April 12, 2009 Thanks for the update. Chris 0 Quote Link to comment Share on other sites More sharing options...
Revolution Posted April 13, 2009 Share Posted April 13, 2009 It doesn't work with Paypal Subscriptions. 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted April 13, 2009 Author Share Posted April 13, 2009 It doesn't work with Paypal Subscriptions. It works with any payment that has been applied to a invoice. If you have a subscription payment but no invoice for it to be applied to then no it can't and should not download that transaction as that would violate basic accounting rules. Thats what I was talking about with respect to the WHMCS database. WHMCS will allow a payment to be inserted into the database with no invoice attatched to it. This is, in my view, a flaw that should not be allowed to happen. It also allows you to delete an invoice without first deleting any payments that were applied or deleting the invoice line items that were contained on that invoice leaving orphaned records in db. I hope that v4 fixes these flaws. Tom 0 Quote Link to comment Share on other sites More sharing options...
Revolution Posted April 14, 2009 Share Posted April 14, 2009 We do too. 0 Quote Link to comment Share on other sites More sharing options...
Matth3wJL Posted May 10, 2009 Share Posted May 10, 2009 Can you please provide a public link for the trial download? I can't find it anywhere? 0 Quote Link to comment Share on other sites More sharing options...
medblue Posted July 17, 2009 Share Posted July 17, 2009 No updates on this? 0 Quote Link to comment Share on other sites More sharing options...
Speedy059 Posted August 30, 2009 Share Posted August 30, 2009 We are very interested in this module and hope it is subscription base and not a 1 time fee. Subscription based software tend to have more updates/patches than 1 time purchases, especially at small niches such as this (WHMCS Users). Is this software still being developed on a weekly basis? I hope... 0 Quote Link to comment Share on other sites More sharing options...
sgrayban Posted September 4, 2009 Share Posted September 4, 2009 Looks like this mod has died -- the trial link is broken and all I get is a forbidden page and that my IP has been logged. 0 Quote Link to comment Share on other sites More sharing options...
Speedy059 Posted September 4, 2009 Share Posted September 4, 2009 That's to bad, why did this die? What kind of funding would be needed for this? 0 Quote Link to comment Share on other sites More sharing options...
ehm Posted October 27, 2009 Share Posted October 27, 2009 Is this project still moving forward? The web site for the tryout is not working. I'm looking for a solution that integrates WHMCS with Quickbooks. 0 Quote Link to comment Share on other sites More sharing options...
Speedy059 Posted October 28, 2009 Share Posted October 28, 2009 The project is dead. I tried emailing them and I they didn't have a clue what WHMCS was/is. I'm assuming the tech who was working on the plugin for WHMCS is no longer working for them. 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted November 11, 2009 Author Share Posted November 11, 2009 The project is dead. I tried emailing them and I they didn't have a clue what WHMCS was/is. I'm assuming the tech who was working on the plugin for WHMCS is no longer working for them. I don't know who you emailed but it wasn't the right person. The QBWC for WHMCS isn't dead but has been shelved for a while due to time constraints of other projects. I hope to get back to it soon but all of my time has been filled up coding custom QBWC's for other projects. One thing to note about it is that it probably won't be a self install program when it is released and would probably include a monthly service fee to fund ongoing development. Generally, whenever a new version of WHMCS comes out it would require new code to make it work. 0 Quote Link to comment Share on other sites More sharing options...
Speedy059 Posted November 12, 2009 Share Posted November 12, 2009 I don't know who you emailed but it wasn't the right person. The QBWC for WHMCS isn't dead but has been shelved for a while due to time constraints of other projects. I hope to get back to it soon but all of my time has been filled up coding custom QBWC's for other projects. One thing to note about it is that it probably won't be a self install program when it is released and would probably include a monthly service fee to fund ongoing development. Generally, whenever a new version of WHMCS comes out it would require new code to make it work. Real companies who need a accounting solution will be more than happy to pay your monthly fee. Just get it released!!! ;-) 0 Quote Link to comment Share on other sites More sharing options...
Erik Posted November 12, 2009 Share Posted November 12, 2009 I don't know who you emailed but it wasn't the right person. The QBWC for WHMCS isn't dead but has been shelved for a while due to time constraints of other projects. I hope to get back to it soon but all of my time has been filled up coding custom QBWC's for other projects. One thing to note about it is that it probably won't be a self install program when it is released and would probably include a monthly service fee to fund ongoing development. Generally, whenever a new version of WHMCS comes out it would require new code to make it work. If funds are holding you back, please let us know and I know I will chip in! 0 Quote Link to comment Share on other sites More sharing options...
Seb Posted November 13, 2009 Share Posted November 13, 2009 For anybody wanting integration with Quickbooks and WHMCS there is a way to do it, but it's complex. You can set up an SQL query to export fields to CSV and use a program such as Transaction Importer Pro (http://www.baystateconsulting.com/products/01TxnWizard.htm) to import these to Quickbooks. It's quite a complicated query you'll need to write, and custom depending on the products you sell / how you do your accounting, but it works. 0 Quote Link to comment Share on other sites More sharing options...
Speedy059 Posted November 16, 2009 Share Posted November 16, 2009 For anybody wanting integration with Quickbooks and WHMCS there is a way to do it, but it's complex. You can set up an SQL query to export fields to CSV and use a program such as Transaction Importer Pro (http://www.baystateconsulting.com/products/01TxnWizard.htm) to import these to Quickbooks. It's quite a complicated query you'll need to write, and custom depending on the products you sell / how you do your accounting, but it works. Proper accounting is complex enough, no need to try and complicate it even more. I'm still pushing for the quickbooks module! 0 Quote Link to comment Share on other sites More sharing options...
visualtron Posted March 10, 2010 Share Posted March 10, 2010 You know after chatting with my accountant, I've found a simple way to enter invoices into QB. I've been adding invoices on a per customer basis and then selecting the products sold etc. Now he has pointed out that credit crontrol is already built into WHMCS for chasing late payers so what's the point in breaking down to customer level? So I now have three customers, World, EU and UK and enter the invoice in bulk. I have a script that tells me the total sales for the above customer groups for each product line in my system which is what I use to enter sales. Instead of entering 500+ invoices per month, I now enter about 15 Sound interesting when a stable plugin sounds almost impossible - http://forum.whmcs.com/showthread.php?p=142428#post142428. Do you also enter payments in bulk? And since you enter payments in bulk, how do you deal with invoices that has not been paid? 0 Quote Link to comment Share on other sites More sharing options...
openmind Posted March 10, 2010 Share Posted March 10, 2010 Yep I do. As I only enter the invoice after it has been paid, unpaid invoices do not represent an issue. This does present a minor issue with VAT dates but since I have a tight control over unpaid invoices (as in very short payment terms) this doesn't really create an issue. 0 Quote Link to comment Share on other sites More sharing options...
visualtron Posted March 11, 2010 Share Posted March 11, 2010 Yep I do. As I only enter the invoice after it has been paid, unpaid invoices do not represent an issue. This does present a minor issue with VAT dates but since I have a tight control over unpaid invoices (as in very short payment terms) this doesn't really create an issue. Thanks for sharing. I guess this is the best workaround to an integrated solution. By the way, have you guys seen the other connector from consolibyte? I guess it is doing the same thing - http://forum.whmcs.com/showthread.php?t=25572 0 Quote Link to comment Share on other sites More sharing options...
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