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Unify Financial Clarity & ERP Power: QuickBooks & Epicor Eclipse Integration

Achieve real-time data sync, automated workflows, and a single source of truth across your accounting and enterprise resource planning systems with an AI-powered iPaaS.

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The Challenge

The Challenge: Disconnected Financials and Operations

Operating QuickBooks and Epicor Eclipse as separate, siloed systems creates significant bottlenecks, data inconsistencies, and operational inefficiencies. Manual data transfer between these critical platforms is prone to errors, delays, and consumes valuable resources, hindering your business's agility and growth.

  • Manual data entry and reconciliation between QuickBooks and Epicor Eclipse consume excessive time and resources.
  • Inconsistent customer, vendor, and product data across systems leads to billing errors, fulfillment delays, and poor decision-making.
  • Delayed or inaccurate financial reporting in QuickBooks due to lag in operational data from Epicor Eclipse.
  • Lack of real-time inventory visibility, leading to overselling, stockouts, and customer dissatisfaction.
  • Complex and error-prone vendor invoice processing and payment reconciliation.
  • Inability to scale operations efficiently due to reliance on manual processes.
Integration Diagram
Solution Illustration
The Solution

The Solution: AI-Powered QuickBooks & Epicor Eclipse Integration via iPaaS

Our modern iPaaS provides a robust, low-code platform to seamlessly connect QuickBooks and Epicor Eclipse. This integration ensures real-time, bidirectional data synchronization, automates critical workflows, and delivers a unified view of your financial and operational landscape. Leverage pre-built connectors, visual mapping, and AI-driven intelligence to transform your business processes.

  • Pre-built, configurable connectors for QuickBooks and Epicor Eclipse.
  • Low-code/no-code visual workflow designer for rapid automation.
  • Bidirectional data synchronization for core entities.
  • Real-time, event-driven architecture with webhook support.
  • Advanced data transformation and validation engine.
Implementation Timeline

Go live with QuickBooks + Epicor Eclipse 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 Eclipse, 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 Eclipse deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built, configurable connectors for QuickBooks and Epicor Eclipse.
  • Low-code/no-code visual workflow designer for rapid automation.
  • Bidirectional data synchronization for core entities.
  • Real-time, event-driven architecture with webhook support.
  • Advanced data transformation and validation engine.
  • Comprehensive error handling, retry mechanisms, and alerting.
  • AI-assisted mapping, anomaly detection, and intelligent automation.

Technical Integration Details: Connecting QuickBooks & Epicor Eclipse

Our iPaaS solution provides the architectural backbone for a robust and scalable integration between QuickBooks and Epicor Eclipse. We leverage native APIs, event-driven triggers, and a powerful transformation engine to ensure seamless, secure, and high-performance data exchange.

Data Flow Steps

Connect & Authenticate: Establish secure connections using respective API credentials and authentication protocols.

Define Workflows: Visually design integration flows (e.g., 'New Sales Order in Eclipse → Create Invoice in QuickBooks').

Map Data: Use the visual mapper to define field-level mappings and transformations between corresponding entities.

Configure Triggers: Set up webhooks or polling mechanisms to initiate data synchronization upon specific events.

Implement Business Logic: Apply conditional logic, lookups, and data enrichment rules within the iPaaS.

Deploy & Monitor: Deploy workflows to production, monitor performance, and manage exceptions from a centralized dashboard.

Data Touchpoints

Customer (QuickBooks Customer <-> Epicor Eclipse Customer)
Vendor (QuickBooks Vendor <-> Epicor Eclipse Vendor)
Item/Product (QuickBooks Item <-> Epicor Eclipse Item/Product)
Sales Order (Epicor Eclipse Sales Order → QuickBooks Invoice/Sales Receipt)
Purchase Order (Epicor Eclipse Purchase Order → QuickBooks PurchaseOrder)
Invoice (Sales) (Epicor Eclipse Invoice (Sales) → QuickBooks Invoice)
Invoice (Vendor)/Bill (Epicor Eclipse Invoice (Vendor) → QuickBooks Bill)
Payment (QuickBooks Payment <-> Epicor Eclipse Payment)
Inventory Transaction (Epicor Eclipse Inventory Transaction → QuickBooks JournalEntry/Inventory Adjustment)
General Ledger Entry (Epicor Eclipse General Ledger Entry → QuickBooks JournalEntry)

"Source System (e.g., eCommerce) → [iPaaS: Connector (Source) → Data Mapping/Transformation → Business Logic/Validation → Connector (Epicor Eclipse) → Epicor Eclipse ERP] → [iPaaS: Connector (Epicor Eclipse) → Data Mapping/Transformation → Business Logic/Validation → Connector (QuickBooks) → QuickBooks Accounting] ← Payment Gateway"

Pricing

Simple, transparent pricing for QuickBooks + Epicor Eclipse.

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 Data Mapping

Seamless integration relies on accurate, intelligent mapping of core business entities between QuickBooks and Epicor Eclipse. Our iPaaS provides visual tools and AI assistance to ensure data integrity and consistency across these disparate systems.

Customer

Synchronizes customer records for sales, billing, and relationship management.

QuickBooks Fields

DisplayName GivenName FamilyName PrimaryEmailAddr.Address PrimaryPhone.FreeFormNumber BillAddr.Line1 BillAddr.City BillAddr.PostalCode CreditLimit (via CustomField or Notes)

Epicor Eclipse Fields

CustomerID CustomerName Address ContactInfo CreditLimit TermsCode

Mapping Notes

Map QuickBooks `DisplayName` to Epicor Eclipse `CustomerName`. Ensure consistent handling of addresses and contact info. `CreditLimit` and `TermsCode` are often master in Epicor Eclipse and can be synced unidirectionally or referenced.

Next Steps

See QuickBooks + Epicor Eclipse 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 entire order processing cycle from an eCommerce platform through Epicor Eclipse's inventory and fulfillment, culminating in accurate invoicing and payment reconciliation in QuickBooks. This workflow ensures real-time financial accuracy and streamlined fulfillment.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS captures order, creates/updates Customer in Epicor Eclipse and QuickBooks.
  3. 2 Sales Order generated in Epicor Eclipse, allocating inventory.
  4. 3 Shipment processed in Epicor Eclipse; tracking info sent to eCommerce.
  5. 4 Invoice created in QuickBooks from Epicor Eclipse sales data.
  6. 5 Payment received via gateway, posted and reconciled in QuickBooks.

Business Outcome

Real-time order processing, accurate inventory, faster revenue recognition, and improved customer satisfaction.

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 your QuickBooks financial statements always reflect the latest operational data from Epicor Eclipse, from sales orders to inventory movements, enabling faster, more reliable financial closes.
Automated Workflow Efficiency
Eliminate manual data entry across Order-to-Cash and Procure-to-Pay cycles, significantly reducing human error and freeing up your teams for higher-value tasks.
Unified Data & Insights
Establish a single source of truth for critical business data (customers, products, vendors), leading to better decision-making and consistent reporting across your enterprise.
Accelerated Business Cycles
Speed up everything from sales order fulfillment to vendor payments, improving cash flow and enhancing overall customer and supplier relationships.
Reduced Operational Costs
Minimize expenses associated with manual processes, error correction, and IT overhead for custom-coded integrations.
Enhanced Scalability & Agility
Easily adapt integration workflows to meet evolving business demands and scale operations without fear of integration bottlenecks.
✨

Real-time Financial Accuracy

90% Reduction in Financial Reconciliation Time

📋 What You Get

Ensure your QuickBooks financial statements always reflect the latest operational data from Epicor Eclipse, from sales orders to inventory movements, enabling faster, more reliable financial closes.

💼 Business Impact

This benefit directly contributes to 90% improvement in Reduction in Financial Reconciliation Time, 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 Manage customer records for sales and invoicing.
POST, GET, PUT /v3/company//invoice Manage customer invoices for billing and revenue recognition.
POST, GET, PUT /v3/company//salesreceipt Manage sales receipts for immediate payments.
POST, GET /v3/company//payment Record customer payments and apply to open invoices.
POST, GET, PUT /v3/company//item Manage products, services, and inventory items.
POST, GET, PUT /v3/company//bill Manage vendor bills for accounts payable.
POST, GET, PUT /v3/company//vendor Manage vendor records for purchasing.
POST, GET, PUT /v3/company//journalentry Post manual journal entries for various financial adjustments.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, many:1, 1:many field mappings.
  • Data Type Conversion: Automatic conversion (e.g., string to numeric, date formats).
  • Lookup Tables: Translate values (e.g., Epicor Eclipse `PaymentTermsCode` to QuickBooks `PaymentMethodRef`).
  • Conditional Logic: Apply rules based on data values (e.g., if `OrderStatus` is 'Shipped', create 'Invoice' in QuickBooks).
  • Data Enrichment: Add missing data (e.g., default accounts, customer segments).
  • Concatenation/Split: Combine or separate fields (e.g., `FirstName` + `LastName` to `DisplayName`).

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS implements backoff and retry.
  • Invalid Data Format: Data validation catches and flags for correction.
  • Authentication Failure: Alerts for expired tokens or incorrect credentials.
  • Record Not Found: If a referenced record (e.g., Customer) doesn't exist, workflow can create it or flag an error.
  • Business Logic Violation: E.g., attempting to post an invoice for a customer on credit hold.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why should I integrate QuickBooks with Epicor Eclipse?
Integrating QuickBooks with Epicor Eclipse eliminates manual data entry, reduces errors, and provides real-time data synchronization for financial and operational insights. It unifies your accounting with your comprehensive ERP, leading to faster financial closes, improved inventory management, and better decision-making.

Data Synchronization FAQs

▸ What kind of data can be synchronized between QuickBooks and Epicor Eclipse?
Virtually all core financial and operational entities can be synced, including Customers, Vendors, Items/Products, Sales Orders, Invoices (Sales & Vendor), Payments, Purchase Orders, Inventory Transactions, and General Ledger Entries. The specific entities depend on your business needs and API capabilities.

Technology FAQs

▸ How does an iPaaS facilitate this integration, especially with AI?
A modern iPaaS (Integration Platform as a Service) provides pre-built connectors, a low-code visual designer for workflows, and a robust data transformation engine. AI enhances this by offering auto-mapping suggestions, detecting anomalies, validating data, and even suggesting resolutions for errors, making the integration faster, smarter, and more resilient.

Challenges & Solutions FAQs

▸ What are the common challenges, and how does your solution address them?
Common challenges include managing API rate limits, handling data inconsistencies, ensuring proper financial reconciliation, and dealing with specific data model requirements. Our iPaaS addresses these with intelligent throttling, robust data validation, flexible transformation rules, and comprehensive error handling with retry mechanisms.

Customization FAQs

▸ Can I customize the integration workflows for my unique business processes?
Absolutely. Our low-code iPaaS platform is designed for extensibility. You can easily customize workflows, add conditional logic, map custom fields (UDFs in Epicor Eclipse, custom fields in QuickBooks), and define unique business rules without writing extensive code, ensuring the integration perfectly fits your operations.

Security & Compliance FAQs

▸ How do you ensure data security and compliance during integration?
We adhere to enterprise-grade security standards including TLS 1.2+ encryption for data in transit, AES-256 encryption for data at rest, OAuth 2.0 and API Key management, and strict role-based access controls. Our solution supports compliance with regulations like GDPR, CCPA, and PCI DSS through features like data masking and comprehensive audit trails.

Use Cases FAQs

▸ Is real-time inventory synchronization possible with Epicor Eclipse and QuickBooks?
Yes, real-time inventory synchronization is a key capability. By leveraging event-driven architecture and webhooks from Epicor Eclipse, our iPaaS can instantly update QuickBooks with inventory adjustments, sales, and receipts, ensuring accurate stock levels for financial valuation and preventing overselling.

Implementation FAQs

▸ What is the typical implementation timeline for this integration?
Thanks to our low-code platform and pre-built connectors, initial integration flows can often be designed, tested, and deployed in a matter of weeks, significantly faster than traditional custom coding approaches. Complex scenarios may require additional time for custom logic and extensive testing.
Pricing

Simple, transparent pricing for QuickBooks + Epicor Eclipse.

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 Eclipse 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