Every part of the Integrations hub and the QuickBooks and Odoo connections — what each row shows, the fields and states behind each connection, what flows between the systems, and who can manage them.
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The Integrations hub is where Bettr Manager meets the accounting system you
already run on — QuickBooks Online for your books, Odoo for products, vendors,
and purchasing. This page describes each row on the hub, the fields and states
behind each connection, what flows between the two systems, and the permissions
that gate all of it. Open
Integrations under
Settings to read along.
The hub
Under Settings → Integrations, an Accounting systems section lists the
connections your company can use, one row each:
QuickBooks Online — "Accounting and bookkeeping." Links your books so your
operations and your accounting point at one business.
Odoo — "Products, vendors, and purchase orders." Brings that data into
Bettr so nobody re-keys it.
Each row carries a status badge on the right and opens its own connection page
when you select it. The badge tells you where a connection stands at a glance:
Connected — the connection is live. QuickBooks reads Connected with the
linked company's name beside it; Odoo reads Connected.
Not connected — nothing is linked yet.
Needs reconnect — QuickBooks only. The link is in place, but its access has
lapsed and needs renewing.
Which rows you see depends on your access. QuickBooks shows for anyone who can
view the QuickBooks connection; Odoo shows for anyone who can view the Odoo
connection and only in a company with the Purchasing module on. If neither is
available to you, the hub reads "You don't have access to any integrations yet."
QuickBooks Online
Open QuickBooks Online for
the connection itself. It sits in one of three states:
Not connected — nothing is linked. If you can configure it, a Connect
QuickBooks button starts the sign-in at Intuit; if you can't, the page tells
you to ask a teammate who holds the Configure the QuickBooks connection
permission.
Connected — the books are linked. A Connection panel shows the two
things Bettr keeps, with a Disconnect button below them.
Needs reconnect — the link is in place but Intuit access expired or was
revoked. A warning explains it, and a Reconnect button walks you back
through the same Intuit sign-in.
Connecting links the account — it doesn't move your invoices or your ledger. What
Bettr stores is the connection itself:
Company — the QuickBooks company name, so you can tell which set of books is
linked.
Realm ID — QuickBooks' own id for that company, shown in a monospace line.
Once connected, Bettr keeps the link alive on its own, refreshing its Intuit
access in the background so you don't sign in again. Disconnecting revokes that
access and drops the connection back to Not connected — nothing about your
QuickBooks books changes, and you can connect again anytime.
Odoo
Open Odoo for its connection.
Odoo carries purchasing data — products, vendors, pricing, and purchase orders —
so it only appears once the Purchasing module is on, which is why it sits on the
Kitchen plan and up rather than every plan. Kitchen+
When nothing is connected, the page shows a setup form if you can configure it,
or asks you to find a teammate who holds the Configure the Odoo connection
permission. Once connected, three panels make up the page.
Connection
The Connection panel holds the credentials Bettr uses to reach your Odoo
server, with Edit and Test connection buttons for anyone who can
configure it:
Odoo URL — the web address you sign in to Odoo at.
Database — your Odoo database name, in a monospace line.
Username — the login Bettr uses to read your data.
Password — set when you connect and stored encrypted; it's never shown
again. On the edit form, leaving it blank keeps the current one.
Test connection reaches your Odoo server and reports back — naming the server
version on success, or what went wrong so you can fix the address or login.
The Odoo connection's fields on the edit form; a blank password keeps the one already saved.
Webhook
The Webhook panel holds a URL that belongs to your organization. A
keeps
the two systems in step between pulls. A Copy button grabs it, and a short set
of steps explains adding it in Odoo. Regenerate URL replaces it — the old URL
stops working right away, so a new one has to go back into Odoo or inbound updates
stop.
Pull and pull history
A brings
Odoo data across in the groups you choose. The Pull from Odoo panel offers
four:
Companies
Products
Vendors
Vendor pricing
Tick the groups and start it, and each run lands under Pull history with the
groups it covered, a Succeeded, Failed, or Running badge, when it was
requested, how many records synced, and any errors to open and read. With no runs
yet, it reads "No pulls found."
What flows between the systems
The two integrations do different jobs:
QuickBooks links your books. Today that means Bettr holds the connection —
which company, which realm — so operations and accounting are tied to one
business. It doesn't move invoices or ledger entries.
Odoo brings operational data in. A pull imports the companies, products,
vendors, and vendor pricing you pick, on demand; the webhook carries product,
vendor, and purchase-order changes as they happen, so an order raised in Odoo
shows up in Bettr without a manual pull.
Who can manage integrations
Each integration has a view permission and a configure permission, both
under Integrations in a role's permissions:
View the Odoo connection and View the QuickBooks connection — see the
connection and its status.
Configure the Odoo connection and Configure the QuickBooks connection —
connect, edit, test, pull, disconnect, and regenerate. Without it, the
connection page tells a viewer to ask a teammate who has it.
Viewing Odoo also depends on the Purchasing module being on in the company you're
working in; without it, the Odoo row and page don't appear at all.