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Unlock Peak Performance: Seamless QuickBooks & Epicor E9 Integration

Connect your comprehensive ERP with agile accounting. Automate financial workflows, synchronize critical data, and gain real-time insights with an AI-powered iPaaS.

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The Challenge

The Disconnect: Why QuickBooks and Epicor E9 Silos Hurt Your Business

Operating QuickBooks and Epicor E9 as separate systems creates a chasm between your operational realities and financial records. This disconnect leads to a cascade of inefficiencies, errors, and delayed insights that hinder growth and decision-making.

  • Manual Data Entry & Duplication: Re-keying sales orders, invoices, customer data, and vendor bills between systems is time-consuming and prone to human error.
  • Delayed Financial Reporting: Inaccurate or outdated data prevents real-time financial analysis, delaying critical business decisions and impacting cash flow forecasts.
  • Inconsistent Master Data: Customer, vendor, and item records differ across systems, leading to billing mistakes, shipping errors, and poor customer experience.
  • Operational Bottlenecks: Slow order-to-cash cycles due to manual invoice generation, delayed payment reconciliation, and inefficient inventory updates.
  • Compliance Risks: Lack of a unified audit trail and inconsistent data can lead to compliance issues and difficulties during financial audits.
Integration Diagram
Solution Illustration
The Solution

Your Unified Solution: QuickBooks and Epicor E9 Integration with iPaaS

Our modern iPaaS platform provides the intelligent bridge your business needs to connect QuickBooks and Epicor E9 seamlessly. Moving beyond traditional middleware, we offer a low-code, AI-powered approach that orchestrates complex workflows, ensures data integrity, and delivers real-time synchronization across your entire enterprise.

  • Bidirectional Data Synchronization for Customers, Vendors, Items, Invoices, Payments, and more.
  • Automated Order-to-Cash (eCommerce to Epicor E9 to QuickBooks).
  • Streamlined Procure-to-Pay (Vendor Invoice to Epicor E9 to QuickBooks).
  • Real-time Inventory Level and Product Master Data Sync.
  • AI-driven Data Validation and Anomaly Detection.
Implementation Timeline

Go live with QuickBooks + Epicor E9 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 E9, 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 E9 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 Customers, Vendors, Items, Invoices, Payments, and more.
  • Automated Order-to-Cash (eCommerce to Epicor E9 to QuickBooks).
  • Streamlined Procure-to-Pay (Vendor Invoice to Epicor E9 to QuickBooks).
  • Real-time Inventory Level and Product Master Data Sync.
  • AI-driven Data Validation and Anomaly Detection.
  • Visual, Low-Code Workflow Design for Business Users.
  • Robust Error Handling and Automated Retry Mechanisms.
  • Secure, Scalable, and Event-Driven Architecture.

How QuickBooks and Epicor E9 Integration Works: An iPaaS Perspective

Our iPaaS platform serves as the intelligent orchestration layer, connecting QuickBooks and Epicor E9 through their respective APIs. It handles everything from secure authentication and data transformation to error management and real-time monitoring, ensuring a robust and reliable data flow.

Data Flow Steps

Event Trigger: A business event occurs in either system (e.g., new Sales Order in Epicor E9, new Payment in QuickBooks) or a connected third-party system (e.g., eCommerce order).

iPaaS Listener/Poll: The iPaaS, via a webhook or scheduled poll, detects the event and retrieves the relevant data.

Data Transformation & Validation: The iPaaS applies pre-configured mapping rules, transforms data to match the target system's schema, and performs validation checks (often AI-assisted).

Business Logic Execution: Conditional logic, lookups, and routing rules are applied to determine the next steps and target system.

API Call to Target System: The iPaaS constructs and sends an API request to the target system (QuickBooks or Epicor E9) using its native API endpoints.

Error Handling & Retry: If an API call fails, the iPaaS executes defined retry logic with exponential backoff. Persistent errors are logged and routed to a dead-letter queue for investigation.

Confirmation & Logging: Successful transactions are logged, and confirmation messages (if configured) are sent back to the source system or relevant stakeholders.

Data Touchpoints

QuickBooks: Customer, Invoice, Payment, Item, SalesReceipt, Vendor, Bill, PurchaseOrder, JournalEntry, Account
Epicor E9: Customer, Sales Order, Part / Product, Inventory, Purchase Order (PO), Invoice (AR/AP), Payment, General Ledger (GL) Entry, Vendor / Supplier, Shipment, Employee

"A typical flow involves an event (e.g., 'New Sales Order') originating in Epicor E9. The iPaaS detects this, transforms the data (e.g., to an 'Invoice' format), and then posts it to QuickBooks via its API. Conversely, a 'Payment' in QuickBooks would be detected by the iPaaS, mapped, and then updated in Epicor E9."

Pricing

Simple, transparent pricing for QuickBooks + Epicor E9.

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 E9

Achieving seamless integration hinges on precise mapping and robust transformation of core business entities. Our iPaaS provides the tools and AI assistance to harmonize data between QuickBooks' agile accounting structure and Epicor E9's comprehensive ERP data model.

Customer

Represents buying entities. Critical for sales, invoicing, and service across both systems.

QuickBooks Fields

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

Epicor E9 Fields

CustNum (PK) Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode CreditLimit SalesRepCode

Mapping Notes

Map `DisplayName` (QB) to `Name` (E9). `PrimaryEmailAddr.Address` (QB) to `EmailAddress` (E9). Establish a unique identifier (e.g., external ID field in both systems) for bidirectional sync. Address fields require careful standardization.

Next Steps

See QuickBooks + Epicor E9 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 & Fulfillment

Automate the full cycle from online order placement to Epicor E9 fulfillment and QuickBooks invoicing/payment.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 iPaaS captures order (webhook) and creates Sales Order in Epicor E9.
  3. 2 Epicor E9 processes order, updates inventory, and generates shipment.
  4. 3 Shipment triggers AR Invoice creation in Epicor E9.
  5. 4 iPaaS syncs Epicor E9 AR Invoice to QuickBooks as an Invoice.
  6. 5 Payment gateway processes customer payment.
  7. 6 iPaaS records payment in QuickBooks and Epicor E9, applying it to the invoice.

Business Outcome

Real-time order processing, accurate inventory, accelerated cash flow, improved customer experience.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Real-time Financial Accuracy
Ensure every sales order, invoice, payment, and inventory movement is instantly reflected in both Epicor E9 and QuickBooks, eliminating discrepancies and manual reconciliation.
Accelerated Order-to-Cash Cycle
Automate the flow from customer order to fulfillment, invoicing, and payment processing, significantly reducing days sales outstanding (DSO) and improving cash flow.
Optimized Inventory Management
Synchronize inventory levels between Epicor E9 and QuickBooks in real-time, preventing stockouts, overstocking, and providing accurate cost of goods sold (COGS) reporting.
Enhanced Operational Efficiency
Eliminate manual data entry, duplicate efforts, and paper-based processes, freeing up valuable staff time for strategic tasks rather than administrative overhead.
Unified Customer & Vendor Data
Maintain consistent and up-to-date customer and vendor master data across both systems, improving customer service, vendor relationships, and billing accuracy.
Improved Decision-Making
Access consolidated, real-time financial and operational data for accurate reporting, forecasting, and strategic insights, powered by AI-driven analytics.
✨

Real-time Financial Accuracy

90% Reduction in data entry errors

📋 What You Get

Ensure every sales order, invoice, payment, and inventory movement is instantly reflected in both Epicor E9 and QuickBooks, eliminating discrepancies and manual reconciliation.

💼 Business Impact

This benefit directly contributes to 90% improvement in Reduction in data entry errors, 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.
POST, GET, PUT /v3/company//invoice Generate, fetch, modify customer invoices.
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 Mapping: Direct mapping of fields (e.g., Epicor E9 `Name` to QuickBooks `DisplayName`).
  • Data Type Conversion: Converting Epicor E9 numeric types to QuickBooks decimal types.
  • Value Translation: Mapping Epicor E9 `TermsCode` to QuickBooks `PaymentMethodRef` or custom terms.
  • Concatenation/Splitting: Combining `GivenName` and `FamilyName` to `DisplayName` or splitting addresses.
  • Conditional Logic: Applying different GL accounts based on `Item Type` or `Sales Region`.
  • Lookup Tables: Using internal iPaaS tables to translate codes (e.g., Epicor E9 `SalesRepCode` to QuickBooks `SalesRepRef`).

🛡️ Error Handling

  • Authentication Failure: Invalid credentials for QuickBooks OAuth or Epicor E9 service account.
  • API Rate Limit Exceeded: QuickBooks returns HTTP 429.
  • Data Validation Error: Missing required fields (e.g., CustomerRef) or invalid data types.
  • Business Logic Error: Attempting to create an invoice for a non-existent customer.
  • Network Connectivity Issues: Temporary interruption between iPaaS and target system.
  • Duplicate Record Creation: Failure to properly check for existing records before creation.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating QuickBooks with Epicor E9?
The primary benefit is achieving real-time data consistency and workflow automation between your comprehensive ERP (Epicor E9) and agile accounting system (QuickBooks). This eliminates manual data entry, reduces errors, accelerates financial cycles (like order-to-cash), and provides a unified view of your business's financial and operational health.

Use Cases FAQs

▸ Can I automate my eCommerce orders from Epicor E9 to QuickBooks?
Absolutely. A modern iPaaS can capture new sales orders from your eCommerce platform, create them in Epicor E9 for fulfillment, and then automatically generate corresponding invoices or sales receipts in QuickBooks. This ensures real-time revenue recognition and inventory updates.

Technical FAQs

▸ How does an iPaaS handle data inconsistencies between QuickBooks and Epicor E9?
An iPaaS employs robust data validation, transformation, and conflict resolution rules. It can standardize data formats, enrich data, and apply business logic before sending to the target system. For conflicts (e.g., conflicting customer addresses), configurable rules like 'master system priority' or 'last-write-wins' are used, with AI often flagging anomalies for review.
▸ Are there API rate limits for QuickBooks, and how are they managed?
Yes, QuickBooks Online typically imposes a rate limit of 500 API calls per minute per company ID. Our iPaaS manages this by implementing intelligent queuing mechanisms, batch processing multiple records in a single API call (when supported), and using exponential backoff retry logic upon receiving 429 Too Many Requests errors.

Entities FAQs

▸ What kind of data can be synchronized between Epicor E9 and QuickBooks?
Virtually all core financial and operational entities can be synced. Common entities include Customers, Vendors, Items/Parts (products/services), Sales Orders (from E9 to QB as Invoices/Sales Receipts), Purchase Orders (from E9), Invoices (AR/AP), Payments/Cash Receipts, and even Journal Entries for specific adjustments.

AI FAQs

▸ How does AI enhance QuickBooks and Epicor E9 integration workflows?
AI significantly enhances integration by suggesting optimal field mappings, detecting anomalies in transactions (e.g., suspicious amounts), validating data against business rules, and even automating resolutions for common errors. This leads to higher data quality, reduced manual effort, and predictive financial insights.

Low-Code FAQs

▸ Can I use low-code/no-code tools to build these integrations?
Absolutely. Modern iPaaS platforms are designed with low-code/no-code principles. They provide visual designers, pre-built connectors, and drag-and-drop mapping tools, empowering business analysts and citizen integrators to build and manage sophisticated QuickBooks and Epicor E9 workflows with minimal to no coding.

Security FAQs

▸ How do you ensure data security for sensitive financial data?
We ensure data security through multiple layers: OAuth 2.0 for QuickBooks API authentication, TLS 1.2+ encryption for all data in transit, encryption of sensitive data at rest within the iPaaS, strict access controls (least privilege), and compliance with industry standards like PCI DSS and GDPR. Regular security audits and IP whitelisting are also key practices.
Pricing

Simple, transparent pricing for QuickBooks + Epicor E9.

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 E9 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