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Connect QuickBooks and Epicor E10: Harmonize Your Finance & ERP

Achieve real-time operational efficiency and financial accuracy by seamlessly integrating QuickBooks and Epicor E10 with an intelligent, low-code iPaaS.

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The Challenge

The Disconnect: Why Manual QuickBooks & Epicor E10 Data Management Fails

Organizations often struggle with disparate financial and operational data when QuickBooks and Epicor E10 operate in silos. Manual data transfer is not only time-consuming and prone to errors but also creates significant bottlenecks that hinder growth and decision-making.

  • Data Duplication & Inconsistency: Re-entering customer, vendor, or item data across systems leads to discrepancies and a lack of a single source of truth.
  • Delayed Financial Reporting: Manual reconciliation of sales orders, invoices, and payments slows down month-end close and impacts cash flow visibility.
  • Inventory Discrepancies: Outdated inventory counts in QuickBooks compared to Epicor E10 can lead to overselling, stockouts, and inaccurate asset valuation.
  • Operational Bottlenecks: Manual processing of purchase orders, vendor bills, and sales receipts creates delays in procurement, fulfillment, and billing cycles.
  • Lack of Real-time Visibility: Inability to get an immediate, holistic view of financial health combined with operational performance.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent QuickBooks & Epicor E10 Integration with iPaaS

Our integration solution bridges the gap between QuickBooks and Epicor E10, creating a synchronized ecosystem where financial and operational data flow seamlessly. Powered by a modern, AI-enhanced iPaaS, it automates complex workflows, ensures data integrity, and provides real-time visibility across your enterprise.

  • Bidirectional Data Synchronization: Keep Customer, Vendor, Item/Part, Sales Order, Invoice, and Payment records consistently updated in both systems.
  • Event-Driven Architecture: React instantly to business events (e.g., new sales order, inventory adjustment) for real-time data flow.
  • Low-Code/No-Code Workflow Designer: Visually build, customize, and manage integration flows without extensive coding.
  • AI-Powered Data Mapping & Validation: Automate schema matching, infer business rules, and proactively detect data anomalies.
  • Robust Error Handling & Monitoring: Implement automated retries, dead-letter queues, and real-time alerts for integration failures.
Implementation Timeline

Go live with QuickBooks + Epicor E10 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 QuickBooks and Epicor E10, 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 QuickBooks + Epicor E10 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: Keep Customer, Vendor, Item/Part, Sales Order, Invoice, and Payment records consistently updated in both systems.
  • Event-Driven Architecture: React instantly to business events (e.g., new sales order, inventory adjustment) for real-time data flow.
  • Low-Code/No-Code Workflow Designer: Visually build, customize, and manage integration flows without extensive coding.
  • AI-Powered Data Mapping & Validation: Automate schema matching, infer business rules, and proactively detect data anomalies.
  • Robust Error Handling & Monitoring: Implement automated retries, dead-letter queues, and real-time alerts for integration failures.
  • Centralized Master Data Management: Establish a single source of truth for critical entities like Customers and Items across both platforms.
  • Scalable & Secure Infrastructure: Ensure high-volume data processing and secure data exchange with enterprise-grade security.

Technical Integration Architecture: Connecting QuickBooks and Epicor E10

Our robust integration solution is built on an API-first, event-driven architecture, leveraging a modern iPaaS to facilitate seamless, secure, and scalable data exchange between QuickBooks and Epicor E10. This ensures high performance, data integrity, and operational resilience.

Data Flow Steps

Authentication: Securely connect to QuickBooks using OAuth 2.0 and to Epicor E10 using token-based authentication (via ICE framework). Credentials are managed in a secure vault within the iPaaS.

Event Triggers: Configure webhooks from source systems (e.g., eCommerce) or Epicor E10's Business Process Management (BPM) events to initiate real-time data flows. For QuickBooks, scheduled polling or specific API triggers are utilized.

Data Extraction: The iPaaS retrieves relevant data entities (e.g., Sales Order from Epicor, Customer from QuickBooks) using their respective RESTful APIs.

Transformation & Mapping: Data is transformed and mapped between the differing schemas of QuickBooks and Epicor E10. Low-code visual mappers and AI-assisted suggestions simplify this process, ensuring data consistency.

Validation: AI-driven and rule-based validation checks are performed to ensure data quality and adherence to business rules before posting to the target system.

Data Ingestion: Transformed and validated data is then sent to the target system via its API (e.g., creating an Invoice in QuickBooks, updating Inventory in Epicor E10).

Error Handling & Monitoring: Automated retry mechanisms, dead-letter queues, and real-time alerts ensure that integration failures are managed gracefully and reported promptly.

Reconciliation: Post-integration, reconciliation processes verify data consistency across both systems, often with AI-driven anomaly detection.

Data Touchpoints

Customer (QuickBooks & Epicor E10)
Vendor (QuickBooks & Epicor E10)
Item / Part (QuickBooks & Epicor E10)
Invoice / Sales Order (QuickBooks & Epicor E10)
Payment / AP Invoice (QuickBooks & Epicor E10)
Bill / Purchase Order (QuickBooks & Epicor E10)
Inventory (QuickBooks & Epicor E10)

"Source System Event (e.g., eCommerce Order) -> iPaaS Listener -> Epicor E10 API (Create Sales Order) -> Epicor E10 BPM (Sales Order Saved) -> iPaaS Trigger -> Data Transformation & Validation -> QuickBooks API (Create Invoice) -> Payment Gateway (Payment) -> QuickBooks API (Apply Payment) -> iPaaS Monitoring & Alerts."

Pricing

Simple, transparent pricing for QuickBooks + Epicor E10.

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 QuickBooks

Integrating QuickBooks 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

Key Entities & Intelligent Mapping for QuickBooks and Epicor E10

Achieving seamless integration relies on accurate mapping and transformation of core business entities between QuickBooks and Epicor E10. Our iPaaS provides comprehensive tools, including AI-assisted mapping, to ensure data integrity and consistency.

Customer

Synchronizes customer master data for sales, invoicing, and accounts receivable.

QuickBooks Fields

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

Epicor E10 Fields

CustNum (Epicor ID) CustID (External/User-defined ID) Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode SalespersonCode

Mapping Notes

Map QuickBooks `DisplayName` to Epicor `Name` and `CustID`. Ensure unique customer identification. Handle multiple ShipTo addresses in Epicor. `TermsCode` and `SalespersonCode` from Epicor require lookup in QuickBooks if applicable, or custom field mapping.

Next Steps

See QuickBooks + Epicor E10 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.

eCommerce Order-to-Cash Automation

Automate the flow of sales orders from your eCommerce platform (e.g., Shopify, BigCommerce) into Epicor E10 for fulfillment and then to QuickBooks for invoicing and accounting.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 iPaaS triggers Epicor E10 Sales Order creation (Customer, Part, Order Line).
  3. 2 Epicor E10 processes order, manages inventory, and generates Shipment.
  4. 3 iPaaS triggers QuickBooks Invoice or Sales Receipt creation from Epicor Shipment data (CustomerRef, Item, TotalAmt, TxnDate).
  5. 4 Payment from gateway recorded in QuickBooks, applied to Invoice.
  6. 5 Inventory updates from Epicor E10 sync to QuickBooks Item `QtyOnHand`.

Business Outcome

Reduced order processing time from days to minutes, accurate real-time inventory levels, faster revenue recognition, improved cash flow.

Frequency

Real-time, event-driven (webhooks from eCommerce, Epicor BPMs)

Business Value

Key Integration Benefits

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

Boost Operational Efficiency
Automate manual data entry and reconciliation tasks between QuickBooks and Epicor E10, freeing up valuable staff time for strategic activities.
Enhance Data Accuracy & Integrity
Ensure consistent and reliable data across your financial (QuickBooks) and operational (Epicor E10) systems, eliminating discrepancies and improving reporting.
Accelerate Financial Close
Streamline accounts receivable and payable processes, reconcile payments faster, and achieve a quicker, more accurate month-end close.
Gain Real-time Business Insights
Access up-to-the-minute financial and operational data for informed decision-making, better forecasting, and proactive issue resolution.
Improve Customer & Vendor Relationships
Ensure accurate billing, timely payments, and precise order fulfillment, leading to higher satisfaction for both customers and suppliers.
Reduce IT Burden & Cost
Leverage low-code/no-code tools to empower business users, minimize custom coding, and reduce the total cost of ownership for integrations.
✨

Boost Operational Efficiency

70% Reduction in Manual Data Entry

📋 What You Get

Automate manual data entry and reconciliation tasks between QuickBooks and Epicor E10, freeing up valuable staff time for strategic activities.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in Manual Data Entry, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST, GET, PUT /v3/company//customer Create, retrieve, update customer records for sales and invoicing.
POST, GET, PUT /v3/company//invoice Generate, fetch, modify customer invoices for billing and revenue recognition.
POST, GET, PUT /v3/company//salesreceipt Create, retrieve, update sales receipts for immediate payments.
POST, GET /v3/company//payment Record customer payments and apply them to open invoices.
POST, GET, PUT /v3/company//item Manage products, services, and inventory items, including stock levels.
POST, GET, PUT /v3/company//bill Create, retrieve, update vendor bills for accounts payable.
POST, GET, PUT /v3/company//vendor Manage vendor records for purchasing and expense management.
POST, GET, PUT /v3/company//journalentry Post manual journal entries for various financial adjustments.

⚡ Transformation Logic

  • Field Concatenation/Splitting: Combining first and last names, or splitting full addresses into street, city, state, zip.
  • Data Type Conversion: Converting strings to numbers, dates to specific formats (e.g., 'YYYY-MM-DD').
  • Lookup & Cross-Referencing: Translating Epicor `TermsCode` to a corresponding QuickBooks payment term, or mapping internal IDs to external IDs.
  • Conditional Logic: Applying different transformations based on data values (e.g., if item `TypeCode` is 'Service', map to QuickBooks 'Service' Item Type).
  • Default Values: Assigning default values for optional fields if not present in source data.
  • Currency Conversion: If operating in multi-currency environments, automatically converting amounts based on exchange rates.

🛡️ Error Handling

  • Invalid Data Format: Epicor E10 sends a date in an unsupported format to QuickBooks.
  • Missing Required Field: A customer record from QuickBooks is missing a mandatory field for Epicor E10.
  • API Rate Limit Exceeded: Too many requests sent to QuickBooks API in a short period.
  • Authentication Failure: Expired or revoked API tokens/credentials.
  • Business Logic Violation: An item is marked as 'inventory' in QuickBooks but 'service' in Epicor E10, violating a sync rule.
  • Network Interruption: Temporary connectivity loss between iPaaS and either system.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the primary benefits of integrating QuickBooks with Epicor E10?
The primary benefits include real-time data synchronization for financial and operational entities, automation of workflows like order-to-cash and procure-to-pay, reduced manual data entry and errors, faster financial close, improved inventory accuracy, and enhanced business insights from a unified data view.

Technical FAQs

▸ How does the integration handle complex data mapping between QuickBooks and Epicor E10?
Our iPaaS provides a visual, low-code mapping canvas that allows for drag-and-drop field mapping. It also features AI-assisted mapping that suggests optimal field connections, handles data type conversions, and supports complex transformations, conditional logic, and lookups to ensure data consistency and accuracy.
▸ How does the integration manage API rate limits for QuickBooks and Epicor E10?
The iPaaS intelligently manages API rate limits by implementing strategies like message queuing, batch processing (where APIs support it, like QuickBooks batch API), and exponential backoff retry logic. This ensures that calls stay within limits, preventing throttling and maintaining optimal performance for both systems.

Architecture FAQs

▸ Can this integration support both cloud-based QuickBooks Online and on-premise Epicor E10?
Yes, absolutely. Our iPaaS offers hybrid integration capabilities. It securely connects to cloud-based QuickBooks Online via its public APIs and can connect to on-premise Epicor E10 deployments using a secure, lightweight on-premise agent or gateway, ensuring encrypted and reliable data flow behind your firewall.

Operations FAQs

▸ What happens if an integration fails? How are errors handled?
Our solution includes robust error handling. It logs all transaction details, implements automated retry mechanisms with exponential backoff for transient issues, and routes persistent errors to a dead-letter queue for manual review. Automated alerts notify relevant teams, and AI can even suggest resolutions for common error patterns.

Technology FAQs

▸ How does AI enhance the QuickBooks and Epicor E10 integration?
AI significantly augments the integration by providing intelligent field mapping suggestions, detecting anomalies in transaction data, performing advanced data validation, offering recommendations for error resolution, and even assisting in generating initial workflow drafts. This leads to higher data quality and reduced manual intervention.

Customization FAQs

▸ Is it possible to customize integration workflows for specific business needs?
Yes, the iPaaS is designed for extensive customization. Its low-code/no-code visual designer allows business users and IT to easily modify existing workflows, add custom logic, implement conditional routing, and integrate additional systems without writing extensive code. All changes are version-controlled and tested in sandboxes.

Data FAQs

▸ What kind of data can be synchronized between QuickBooks and Epicor E10?
Virtually all core financial and operational entities can be synchronized. This includes Customers, Vendors, Items/Parts, Sales Orders, Purchase Orders, Invoices, Bills, Payments, Inventory levels, and Journal Entries. The specific entities depend on your business requirements and the APIs available for both systems.
Pricing

Simple, transparent pricing for QuickBooks + Epicor E10.

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

Connect™ Plan

Clarity Connect

$599 /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 QuickBooks + Epicor E10 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