vTiger QuickBooks Integration

Get the whole picture by integrating vTiger with QuickBooks. You can easily transfer Contacts, Accounts, and Quotes to QuickBooks and keep them sync'd afterwards. After you send a Contact/Account to QuickBooks, future QuickBooks transactions will be synced to vTiger History. In addition, if you sync a VTiger invoice to QB, edits to the invoice in QB will sync to VTiger.

Boru's vTiger QuickBooks Integration is flexible. Field mappings are fully configurable. For Contacts, Accounts, Invoices, Quotes, and Sales Orders , you choose what goes where.

Review the sections below to see how integrating vTiger and QuickBooks can save you time and frustration.

Here is the link to the user install guide which has many of the technical details: http://wiki.boruapps.com/index.php/Installation/Configuration_Guide

Setup

It's easy to set the Integration up. Just Open QuickBooks and the Web Connector and you're ready to go. Once the Web Connector is started, it will automatically open QuickBooks to perform transfers.

Field Mapping and Settings

We designed our integration with flexibility in mind. Our configuration page lets you decide exactly how to send Contacts, Accounts, Quotes, Invoices, and Sales Orders to QuickBooks.

Each field in vTiger can be individually mapped to the appropriate field in QuickBooks.

You can equate your QuickBooks Customers with vTiger Contacts or Accounts, or both. Each vTiger Contact and Account field can be mapped to the appropriate Customer field in QuickBooks.

vTiger transactions can be sent to QuickBooks as Invoices, Sales Orders, or Sales Receipts. Again each field is mapped individually to the appropriate QuickBooks field.

Send vTiger transactions automatically based on Status.

In addition to custom field mappings, you can also set alerts to be emailed when the following actions take place:

• Transaction successfully sent to QuickBooks
• Transaction failed to send to QuickBooks
• Account/Contact successfully sent to QuickBooks
• Account/Contact failed to send to QuickBooks

A minimum interval between alerts can be set to prevent excessive alerts.

Send a Contact to QuickBooks

Just click the 'Add to QB' button and the current Contact in vTiger will be sent to QuickBooks as a Customer. You can customize the field mapping from the settings page in vTiger. Map any field in vTiger to nearly any field in QuickBooks.

Future transactions in QuickBooks will be stored in this Contact's history in vTiger.

Send an Account to QuickBooks

Just click the 'Add to QB' button and the current Account in vTiger will be sent to QuickBooks as a Customer. Customize the field mapping from the settings page in vTiger. Map any field in vTiger to nearly any field in QuickBooks.

Send a Transaction to QuickBooks

Send Quotes, Sales Orders, and Invoices from vTiger to QuickBooks. Perform the transfer at the click of a button, or automate based on a condition (i.e. Send to QuickBooks if Invoice Status = Paid).

How each transaction is sent to QuickBooks is fully configurable. Any vTiger transaction can be sent to QuickBooks as a Sales Order, Sales Receipt, or Invoice.

Individually map transaction fields to their respective QuickBooks fields.

If you add a new user to VTiger and an account or invoice assigned to that user is synced to VTiger, that user will be created as a sales rep in Quickbooks