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Unify QuickBooks & Epicor Kinetic: Smart Financial & ERP Automation

Bridge the gap between your accounting and ERP systems with AI-powered, low-code integration for real-time data flow, enhanced accuracy, and unparalleled operational efficiency.

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The Challenge

The Challenge of Disconnected Finance & ERP

Running QuickBooks for accounting and Epicor Kinetic for ERP in isolation creates significant operational bottlenecks, data inconsistencies, and a lack of real-time visibility that hinders strategic decision-making.

  • Manual data entry between systems is time-consuming and error-prone.
  • Delayed financial reporting due to fragmented data.
  • Inconsistent customer and vendor master data across platforms.
  • Inefficient order-to-cash and procure-to-pay cycles.
  • Difficulty in reconciling accounts payable and receivable.
  • Limited visibility into real-time inventory and sales performance.
Integration Diagram
Solution Illustration
The Solution

The Integrated Solution: QuickBooks & Epicor Kinetic via iPaaS

Our modern iPaaS platform provides a seamless, intelligent bridge between QuickBooks and Epicor Kinetic, transforming your financial and operational workflows from siloed to synchronized. Leverage low-code tools and AI-driven capabilities to achieve real-time data accuracy and automation.

  • Pre-built, configurable connectors for QuickBooks and Epicor Kinetic.
  • Drag-and-drop visual workflow designer for rapid integration.
  • AI-powered data mapping and validation.
  • Real-time, event-driven data synchronization.
  • Comprehensive error handling and monitoring.
Implementation Timeline

Go live with QuickBooks + Epicor Kinetic 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 Kinetic, 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 Kinetic 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 Kinetic.
  • Drag-and-drop visual workflow designer for rapid integration.
  • AI-powered data mapping and validation.
  • Real-time, event-driven data synchronization.
  • Comprehensive error handling and monitoring.
  • Support for custom fields and complex business logic.

Deep Technical Integration Details

This integration leverages the robust API capabilities of both QuickBooks Online and Epicor Kinetic, orchestrated by a highly configurable iPaaS. It focuses on event-driven, secure, and scalable data exchange.

Data Flow Steps

1. API Connectivity & Authentication: Establish secure OAuth 2.0 connections to both QuickBooks Online and Epicor Kinetic APIs. Credentials are managed via a secure secret management service.

2. Event Triggering: Configure webhooks from QuickBooks (e.g., for Invoice, Payment updates) and leverage Epicor Kinetic's event streams or polling for real-time data change detection. Alternatively, set up scheduled syncs for batch operations.

3. Data Extraction: Use specific API endpoints (e.g., QuickBooks `/customer`, Kinetic `/SalesOrders`) to extract relevant data. For complex queries in Kinetic, Business Activity Queries (BAQs) can be utilized.

4. Data Transformation & Mapping: Within the iPaaS, data is mapped visually from the source schema to the target schema. This includes field-level mapping, data type conversions, conditional logic, and lookups (e.g., matching Customer IDs). AI assists in suggesting optimal mappings.

5. Validation & Business Rule Enforcement: Implement pre-posting validation rules to ensure data integrity and compliance with business logic (e.g., ensuring balanced journal entries, valid customer references). AI can detect anomalies.

6. Data Ingestion: Transformed and validated data is then pushed to the target system via its respective API endpoints (e.g., QuickBooks `/invoice` POST, Kinetic `/Part({{PartNum}})` PATCH). Batch operations are used for efficiency.

7. Error Handling & Monitoring: The iPaaS logs all transactions, handles transient errors with retries, routes persistent errors to a dead-letter queue, and provides real-time monitoring dashboards and alerts.

Data Touchpoints

QuickBooks Customer <-> Epicor Kinetic Customer
QuickBooks Vendor <-> Epicor Kinetic Vendor
QuickBooks Item <-> Epicor Kinetic Part
QuickBooks Invoice <-> Epicor Kinetic AR Invoice
QuickBooks Bill <-> Epicor Kinetic AP Invoice
QuickBooks Payment <-> Epicor Kinetic AR Payment (for reconciliation)
QuickBooks JournalEntry <-> Epicor Kinetic GL Journal Entry
QuickBooks PurchaseOrder <-> Epicor Kinetic Purchase Order

"Source System (QuickBooks/Kinetic) -> Webhook/Event/Scheduler -> iPaaS Connector -> Data Transformation (AI-assisted) -> Data Validation -> Target System Connector -> Target System (Kinetic/QuickBooks) -> (Optional) Status Update/Reconciliation -> Monitoring & Error Management"

Pricing

Simple, transparent pricing for QuickBooks + Epicor Kinetic.

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

Synchronized Entities & Intelligent Mapping

The core of this integration lies in the intelligent and accurate synchronization of key business entities between QuickBooks and Epicor Kinetic. Our iPaaS provides robust mapping capabilities, augmented by AI, to ensure data consistency.

Customer

Central for sales, invoicing, and accounts receivable. Maintaining consistency ensures accurate billing and customer service.

QuickBooks Fields

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

Epicor Kinetic Fields

CustNum CustID Name Address1 City State Zip PhoneNum EmailAddress CreditLimit Inactive Balance

Mapping Notes

Epicor Kinetic's `CustID` is often used as a unique identifier for cross-system matching. Map Kinetic `Name` to QuickBooks `DisplayName`. Address fields require careful normalization. `CreditLimit` and `Balance` can be synced uni-directionally from Kinetic to QuickBooks or stored as custom fields.

Next Steps

See QuickBooks + Epicor Kinetic 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 to Epicor Kinetic for fulfillment, then to QuickBooks for invoicing and payment reconciliation. This ensures real-time inventory updates and accelerates revenue recognition.

Integration Steps:

  1. 0 New eCommerce order triggers Sales Order creation in Epicor Kinetic.
  2. 1 Epicor Kinetic processes order, allocates inventory, and generates AR Invoice.
  3. 2 AR Invoice from Kinetic is posted as an Invoice in QuickBooks.
  4. 3 Customer payments (from payment gateway) are recorded in QuickBooks and applied to the Invoice.

Business Outcome

Reduced manual order entry, accurate inventory levels, faster billing and payment processing, 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 ledgers reflect the latest operational data from Epicor Kinetic, from sales orders to inventory movements, eliminating discrepancies and providing an always-accurate financial picture.
Streamlined Operations
Automate critical workflows like order-to-cash, procure-to-pay, and inventory updates, reducing manual effort and accelerating business cycles across finance, sales, and operations.
Unified Data & Insights
Break down data silos by synchronizing Customer, Vendor, and Item master data. Gain a 360-degree view of your business for better forecasting and strategic decision-making.
Reduced Errors & Risk
Minimize human error associated with manual data entry and reconciliation. AI-driven validation and anomaly detection proactively prevent financial discrepancies and compliance risks.
Accelerated Financial Close
Automate invoice posting, payment reconciliation, and journal entry creation, significantly shortening your monthly, quarterly, and annual financial close processes.
Enhanced Agility & Scalability
With a low-code iPaaS, quickly adapt to changing business needs and scale your integrations effortlessly as your company grows, without heavy reliance on IT.
✨

Real-time Financial Accuracy

99% Reduction in data reconciliation time

📋 What You Get

Ensure your QuickBooks ledgers reflect the latest operational data from Epicor Kinetic, from sales orders to inventory movements, eliminating discrepancies and providing an always-accurate financial picture.

💼 Business Impact

This benefit directly contributes to 99% improvement in Reduction in data 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 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.
POST, GET, PUT /v3/company//purchaseorder Create, retrieve, update purchase orders.

⚡ Transformation Logic

  • Canonical Data Model: Establish a consistent internal data model within the iPaaS to facilitate mapping between disparate schemas.
  • Lookup Tables: Use lookup tables for mapping non-matching identifiers (e.g., QuickBooks ItemRef to Kinetic PartNum, GL Account codes).
  • Conditional Logic: Apply conditional logic for complex mapping (e.g., if a customer is 'wholesale', apply specific pricing terms).
  • Data Aggregation/Splitting: Combine multiple source fields into one target field or split one source field into multiple target fields.
  • Date/Time Formatting: Standardize date and time formats across systems.
  • Currency Conversion: Implement currency conversion rules for multi-currency operations.

🛡️ Error Handling

  • QuickBooks API rate limits exceeded: iPaaS pauses and retries.
  • Invalid CustomerRef or ItemRef in QuickBooks: Data routed to dead-letter queue for correction.
  • Unbalanced Journal Entry: Alert sent, entry held for manual review.
  • Kinetic PartNum not found in QuickBooks Items: Workflow flags error, allows for manual item creation or mapping update.
  • Network connectivity issues: Automated retries with exponential backoff.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why should I integrate QuickBooks with Epicor Kinetic?
Integrating QuickBooks with Epicor Kinetic eliminates manual data entry, reduces errors, and provides a unified view of your financial and operational data. It automates critical workflows like order-to-cash and procure-to-pay, improving efficiency, accelerating financial closes, and enabling better decision-making by synchronizing customer, vendor, invoice, and item data.

Technical FAQs

▸ What data entities can be synchronized between QuickBooks and Epicor Kinetic?
Virtually all core financial and operational entities can be synchronized. This includes Customers, Vendors, Items/Parts (products/services), Invoices (AR & AP), Sales Orders, Purchase Orders, Payments, Bills, and Journal Entries. The specific entities depend on your business needs and the APIs of both systems.

Technology FAQs

▸ How does an iPaaS platform facilitate this integration?
A modern iPaaS (Integration Platform as a Service) provides pre-built, reusable connectors for both QuickBooks and Epicor Kinetic. It offers a low-code/no-code visual designer for building workflows, drag-and-drop data mapping, robust error handling, and monitoring. This accelerates integration development, reduces IT dependency, and ensures secure, scalable data flow.

AI Features FAQs

▸ Can AI enhance my QuickBooks and Epicor Kinetic integration workflows?
Absolutely. AI can significantly enhance integration by suggesting optimal field mappings, automating data validation, detecting anomalies in transactions (e.g., unusual order values), intelligently categorizing expenses, and suggesting resolutions for common errors. This leads to higher data quality, fewer manual interventions, and more efficient operations.

Performance FAQs

▸ How do you handle API rate limits for QuickBooks and Epicor Kinetic?
Our iPaaS implements intelligent strategies to manage API rate limits. This includes queuing mechanisms to buffer requests, batching multiple records into single API calls (where supported), and employing exponential backoff retry logic upon receiving 'Too Many Requests' errors. Proactive monitoring helps anticipate and prevent throttling.

Security FAQs

▸ Is the integration secure, especially with financial data?
Yes, security is paramount. The integration uses OAuth 2.0 for secure API authentication, encrypts all data in transit using TLS 1.2+, and stores credentials in secure secret management systems. Our iPaaS adheres to industry-standard security best practices, including role-based access control, audit trails, and data protection policies.

Troubleshooting FAQs

▸ What happens if an integration fails?
The iPaaS has robust error handling. Transient failures (e.g., network glitches) trigger automated retries. For persistent errors (e.g., invalid data), the failed transaction is logged, moved to a dead-letter queue for manual investigation, and automated alerts notify relevant teams. This ensures no data is lost and issues are resolved quickly.

Customization FAQs

▸ Can I customize the integration to fit my unique business rules?
Yes, the iPaaS offers extensive customization capabilities. You can define complex business rules using a visual rules engine, map custom fields, and extend workflows with conditional logic. All configurations are version-controlled, allowing for flexible adaptation to evolving business needs without coding.
Pricing

Simple, transparent pricing for QuickBooks + Epicor Kinetic.

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 Kinetic 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