Feature Requests
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Accounting Export Options

Thomas B. shared this idea 11 months ago
Under Consideration

I would like to see WHMCS have more export options to help with accounting. While the internal accounting is extremely helpful almost all hosting providers use something similar to Sage, Quickbooks, Freshbooks, Etc. It would be nice to be able to export many things from WHMCS as a file and upload it to a 3rd party accounting software. This would be just a standard file export as a dump file to be uploaded into the accounting software. WHMCS would just need to provide a filter to export the chosen data into the proper formatted file type.

Export Filters:

First we would need to be able to choose what to export.

- Clients

- Invoices

- Payments/Transactions

- Services/Products

- Tax's / Tax Exempt Status

- Quotes

Then we would choose what format to receive it in, and for what software

- Quickbooks

- Sage

- Freshbooks

- Standard CSV

- Other major accounting software

While this would be great there would be no need to have any sort of synchronization as I believe most software allows you to overwrite duplicates.