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Connect™

Unify Epicor ERP & QuickBooks Accounting: Drive Efficiency with Intelligent Integration

Bridge the gap between your operational power and financial precision. Automate workflows, eliminate manual errors, and gain real-time insights with a seamless, AI-powered integration.

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The Challenge

The Challenge: Disconnected Operations & Financial Data

Managing a growing business with Epicor for operations and QuickBooks for accounting often leads to a critical disconnect. Manual data entry, delayed reporting, and inconsistent information across systems create significant bottlenecks, hinder decision-making, and drain valuable resources.

  • Manual data entry of sales orders, invoices, and payments into QuickBooks.
  • Discrepancies between Epicor inventory levels and QuickBooks financial records.
  • Delayed visibility into financial performance due to batch processing or manual reconciliation.
  • Errors in customer and vendor data leading to billing issues and rework.
  • Time-consuming month-end close processes due to data validation and reconciliation.
  • Lack of a unified view of customer and product information across sales, operations, and finance.
Integration Diagram
Solution Illustration
The Solution

The Solution: Seamless Epicor QuickBooks Integration with iPaaS

Our advanced iPaaS (Integration Platform as a Service) provides the intelligent bridge your business needs to connect Epicor and QuickBooks. Leverage pre-built connectors, low-code tools, and AI-powered automation to create a unified, real-time ecosystem where your operational and financial data flow effortlessly.

  • Bidirectional Data Synchronization for key entities.
  • Real-time or Scheduled Workflow Automation.
  • Visual Drag-and-Drop Mapping Engine.
  • Robust Error Handling & Monitoring.
  • AI-Assisted Data Validation & Anomaly Detection.
Implementation Timeline

Go live with Epicor + QuickBooks Enterprise in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Epicor and QuickBooks Enterprise, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Epicor + QuickBooks Enterprise deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bidirectional Data Synchronization for key entities.
  • Real-time or Scheduled Workflow Automation.
  • Visual Drag-and-Drop Mapping Engine.
  • Robust Error Handling & Monitoring.
  • AI-Assisted Data Validation & Anomaly Detection.
  • Support for Epicor Kinetic REST APIs and QuickBooks Online APIs.
  • Scalable, Cloud-Native Architecture.

Integration Implementation: A Step-by-Step Approach

Our proven implementation methodology ensures a smooth, efficient, and secure integration between Epicor and QuickBooks, guided by best practices and leveraging our iPaaS capabilities.

Data Flow Steps

Discovery & Requirements Gathering: Define scope, key entities, workflows, data mapping requirements, and business rules.

System Connectivity: Establish secure API connections to both Epicor (OAuth 2.0 for Kinetic or agent for on-prem) and QuickBooks (OAuth 2.0).

Workflow Design & Mapping: Use the low-code visual designer to build integration flows and define field-level mappings, leveraging AI assistance.

Data Transformation & Business Logic: Implement necessary data transformations, validations, and conditional logic within the iPaaS.

Testing & Validation (Sandbox): Rigorously test all workflows and data flows in dedicated sandbox environments (Epicor Test, QuickBooks Sandbox) to ensure accuracy and performance.

Deployment & Go-Live: Promote validated integrations to production environments with version control and rollback capabilities.

Monitoring & Optimization: Continuously monitor integration health, performance, and error rates. Optimize workflows as business needs evolve.

Data Touchpoints

Customer (Epicor CustNum <-> QuickBooks CustomerRef.value)
SalesOrder/Invoice (Epicor OrderNum <-> QuickBooks Invoice.PrivateNote / TxnId)
Part/Item (Epicor PartNum <-> QuickBooks Item.Sku/Name)
Supplier/Vendor (Epicor VendorNum <-> QuickBooks VendorRef.value)
PurchaseOrder (Epicor PONum <-> QuickBooks PurchaseOrder.PONum)
AP Invoice/Bill (Epicor InvoiceNum <-> QuickBooks Bill.DocNumber)
CashReceipt/Payment (Epicor CashReceiptNum <-> QuickBooks Payment.PrivateNote / TxnId)
GLAccount/Account (Epicor AccountNum <-> QuickBooks AccountRef.value)

"Epicor (Source) --[API/Webhook]--> iPaaS (Connectors, Mapping, Transformation, AI, Orchestration, Error Handling) --[API]--> QuickBooks (Target)"

Pricing

Simple, transparent pricing for Epicor + QuickBooks Enterprise.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Epicor

Integrating Epicor fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Synchronize customer records to ensure consistent billing, shipping, and contact information across operational and financial systems.

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

QuickBooks Enterprise Fields

DisplayName GivenName FamilyName PrimaryEmailAddr.Address PrimaryPhone.FreeFormNumber BillAddr.Line1 BillAddr.City BillAddr.PostalCode

Mapping Notes

Epicor's `CustID` or `CustNum` can map to a custom field in QuickBooks or be part of `DisplayName` for identification. `Name` from Epicor maps to `DisplayName` in QuickBooks. Address fields require direct mapping. Consider 'Parent/Child' relationships in Epicor and how they translate to QuickBooks.

Next Steps

See Epicor + QuickBooks Enterprise integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

E-commerce Order-to-Cash with Epicor & QuickBooks

Seamlessly transfer new orders from your e-commerce platform (e.g., Shopify) to Epicor for fulfillment, then to QuickBooks for invoicing and payment reconciliation.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS creates SalesOrder in Epicor and updates inventory.
  3. 2 Epicor processes order, generates AR Invoice.
  4. 3 iPaaS creates corresponding Invoice in QuickBooks.
  5. 4 Payment gateway processes payment, iPaaS creates CashReceipt in Epicor.
  6. 5 iPaaS creates Payment in QuickBooks, applying it to the invoice.

Business Outcome

Automated order fulfillment, accurate financial records, real-time revenue recognition, and improved customer experience.

Frequency

Real-time

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Boost Operational Efficiency
Automate tedious manual data entry and reconciliation tasks between Epicor and QuickBooks, freeing up your teams to focus on strategic initiatives.
Ensure Financial Accuracy
Achieve consistent and accurate financial reporting by synchronizing orders, invoices, payments, and inventory in real-time.
Accelerate Cash Flow
Streamline your order-to-cash cycle, from sales order to payment application, leading to faster invoicing and improved cash flow.
Gain Real-time Visibility
Get a unified view of your business with integrated operational and financial data, enabling faster, more informed decision-making.
Prevent Overselling & Stockouts
Keep inventory levels synchronized between Epicor and QuickBooks in near real-time, optimizing stock management and customer satisfaction.
Reduce IT Dependency
Leverage low-code/no-code tools and AI assistance to build and manage integrations without extensive coding, empowering business users.
✨

Boost Operational Efficiency

60% Reduction in manual data entry time

📋 What You Get

Automate tedious manual data entry and reconciliation tasks between Epicor and QuickBooks, freeing up your teams to focus on strategic initiatives.

💼 Business Impact

This benefit directly contributes to 60% improvement in Reduction in manual data entry time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor + QuickBooks Enterprise in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Epicor and QuickBooks Enterprise, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Epicor + QuickBooks Enterprise deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders Create new Sales Orders in Epicor from external systems (eCommerce, CRM).
GET /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders({Company},{OrderNum}) Retrieve specific Sales Order details for status updates or reconciliation.
POST /api/v2/odata/YourCompany/Erp.BO.CustomerSvc/Customers Create new Customer records from CRM or lead generation systems.
PATCH /api/v2/odata/YourCompany/Erp.BO.PartSvc/Parts({Company},{PartNum}) Update Part (Product) information, including inventory levels or pricing.
POST /api/v2/odata/YourCompany/Erp.BO.APInvoiceSvc/APInvoices Create Accounts Payable invoices from external invoice processing systems.
POST /api/v2/odata/YourCompany/Erp.BO.CashReceiptSvc/CashReceipts Record customer cash receipts from payment gateways.

⚡ Transformation Logic

  • Field Mapping: Direct mapping of common fields (e.g., Address1 to BillAddr.Line1).
  • Value Transformation: Converting Epicor `UOM` codes to QuickBooks `UOM` names, or Epicor `OrderStatus` to a QuickBooks `PrivateNote` status.
  • Data Concatenation: Combining Epicor `Name` and `CustID` to form QuickBooks `DisplayName` for uniqueness.
  • Lookup & Resolution: Resolving Epicor `CustNum` to QuickBooks `CustomerRef.value` via an internal lookup table or API call.
  • Conditional Logic: Applying different tax rates based on Epicor's customer location or item type before sending to QuickBooks.
  • Aggregation: Combining multiple Epicor `OrderDtl` lines into a single QuickBooks `Invoice` with multiple `Line` items.

🛡️ Error Handling

  • QuickBooks API rate limits exceeded (HTTP 429).
  • Invalid `CustomerRef` or `ItemRef` in QuickBooks API calls.
  • Epicor validation errors (e.g., insufficient inventory for a sales order).
  • Network connectivity issues between iPaaS and either system.
  • Data type mismatches during transformation.
  • Duplicate record creation due to idempotency failures.
Pricing

Simple, transparent pricing for Epicor + QuickBooks Enterprise.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

No FAQs available for this integration pair.
Implementation Timeline

Go live with Epicor + QuickBooks Enterprise in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Epicor and QuickBooks Enterprise, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Epicor + QuickBooks Enterprise deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Epicor + QuickBooks Enterprise.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Epicor + QuickBooks Enterprise integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo