Move QuickBooks Online master data and opening balances into ERPNext, then compare customer and supplier balances before go-live.
Actual product screen using QuickBooks sandbox data. The supplier rows shown match; differences remain in the account summary above. A comparison helps identify work to review, rather than guaranteeing a completed migration.
| 1. Connect | 2. Move | 3. Verify |
|---|---|---|
| Authorize QuickBooks Online through Intuit OAuth 2.0. | Start a background job to import master records and opening balances. | Compare customer and supplier balances, review logs and resolve differences before go-live. |
Live progress reports the current run. The public app does not enable scheduled synchronization or push ERPNext changes back to QuickBooks. QuickBooks Desktop company files require a different migration route.
| QuickBooks Online | ERPNext destination |
|---|---|
| Chart of accounts | Accounts, including hierarchy and account classification |
| Customers | Customers and related contact/address records |
| Vendors | Suppliers and related contact/address records |
| Items and services | Items |
| Tax codes and rates | Sales Tax Templates |
| Payment terms | Payment Terms Templates |
| Payment methods | Modes of Payment |
| Opening balances | Opening entries; review the resulting ledger and party balances |
Company setup also supports related records such as classes and tax agencies. Review mappings and target-company settings in a test site before using live books.
| Capability | Free Marketplace app | Full migration engagement |
|---|---|---|
| Master records and opening balances | Included | Scope agreed with Invento |
| Customer and supplier balance comparison | Included | Scope agreed with Invento |
| Detailed account comparison tabs | Restricted in the public app | Contact Invento |
| Historical invoices, bills, payments and journals | Not included | Confirm coverage with Invento before purchase |
The public repository supplies the free app. Detailed account tabs display an upgrade prompt. Historical transaction migration is a separate scope: ask Invento to confirm supported records, versions, pricing and delivery before committing.
Invento's ACE Advisory case study describes moving the books of more than 100 client companies into ERPNext. That was a client implementation using the connector behind this app; it is not evidence that the free edition includes every feature delivered in that project.
Start with the Marketplace listing and Frappe Cloud's installation guide. App availability depends on your site's version and bench setup.
Use an existing Frappe/ERPNext v16 bench and its matching release branch:
cd /path/to/frappe-bench
bench get-app https://github.com/invento-software-limited/quickbooks_master_sync.git --branch version-16
bench --site your-site.example install-app quickbooks_master_sync
bench --site your-site.example migrateUse an existing Frappe/ERPNext v15 bench and its matching release branch:
cd /path/to/frappe-bench
bench get-app https://github.com/invento-software-limited/quickbooks_master_sync.git --branch version-15
bench --site your-site.example install-app quickbooks_master_sync
bench --site your-site.example migrateThis is the development branch. Use a versioned branch for a release installation.
| Branch | Frappe / ERPNext |
|---|---|
| version-15 | v15 |
| version-16 | v16 |
| develop | Development; not the release installation target |
- Open Quickbooks Settings and enable QuickBooks Online and the QuickBooks-to-ERPNext direction.
- Enter your Intuit app's Client ID and Client Secret in Consumer key and Consumer Secret. Match Sandbox Mode to the Intuit environment.
- Register the callback URI from the user guide and authorize the connection. Connecting can create/update company-related records, so begin on a test site.
- Review Company Settings, tax mappings and the connected company before starting a run.
- Start the sync from the settings form and follow progress. Menu wording varies by release; the direction is QuickBooks Online to ERPNext.
- Open QuickBooks Balance Comparison, compare customers and suppliers, and review import/error logs before go-live.
See the full user guide for the callback, setup checks, troubleshooting and rerun considerations.
- Opening balance routines can create and submit accounting documents. The normal run uses the current date when no cutoff is supplied; agree the cutover date with your finance team and test the result.
- A completed progress indicator is not financial sign-off. Some steps log errors and continue, so review logs and balances separately.
- Existing-record checks are implemented in individual routines. There is no blanket promise of a duplicate-free rerun or one-click rollback. Restore a test backup when validating a fresh migration.
- Company-specific configuration is supported. The current Quickbooks Settings connection is shared; this is not a promise of independent OAuth credentials for every company at once.
- Share version numbers, steps to reproduce and redacted errors in GitHub Issues. Keep credentials, raw API responses and client books out of public issues.
Sandbox data. Debug records help investigate imports; they may contain financial or personal information on a real site.
Use a development site and install the repository's pre-commit hooks before proposing changes:
cd apps/quickbooks_master_sync
pre-commit installSee .pre-commit-config.yaml for the configured checks. MIT licensed; see license.txt. Built and maintained by Invento Software Limited.