Connectors / Integration
Connect Epicor and QuickBooks to Unify Operations and Financial Data
Stop re-entering invoices, purchase orders, inventory, and financial records by hand. tray.ai keeps Epicor ERP and QuickBooks in sync automatically.
Epicor + QuickBooks integration
Epicor and QuickBooks do different jobs. Epicor handles operational complexity — production orders, inventory, supply chain, customer management — while QuickBooks covers day-to-day accounting, payroll, and financial reporting. Keeping them in sync manually is slow, error-prone, and creates reconciliation headaches that eat up your team's time. With tray.ai, you can build reliable automations that bridge Epicor and QuickBooks so financial and operational data flows accurately without anyone having to touch it.
When Epicor and QuickBooks run separately, finance and operations teams end up re-keying the same data across both platforms — invoices, vendor bills, customer records, payments, inventory adjustments, all of it entered twice. Staff time gets wasted, discrepancies creep in, cash flow reporting gets distorted, month-end close drags on, and departments stop trusting each other's numbers. Integrating Epicor with QuickBooks through tray.ai cuts out that friction by syncing financial transactions, customer and vendor data, and inventory valuations the moment they're created or updated. You get one accurate source of truth across your ERP and accounting systems, faster close cycles, cleaner audit trails, and a finance team that can actually do finance.
Automate & integrate Epicor + QuickBooks
Automating Epicor and QuickBooks business processes or integrating data is made easy with Tray.ai.
Use case
Automated Invoice Synchronization
When a sales order is fulfilled and invoiced in Epicor, tray.ai automatically creates the matching invoice in QuickBooks — line items, tax codes, customer details and all. Finance teams don't re-enter invoices, accounts receivable stays current in both systems, and any updates or voids in Epicor show up in QuickBooks right away.
- Eliminates duplicate invoice entry across ERP and accounting systems
- Reduces billing errors and keeps revenue recognition consistent
- Speeds up accounts receivable cycles by keeping QuickBooks current instantly
Use case
Customer Master Data Sync
New or updated customers in Epicor are automatically pushed to QuickBooks — billing addresses, payment terms, credit limits, contact info, all of it. When a customer changes in either system, tray.ai picks it up and updates the other. No more invoices going to old addresses or wrong payment terms slipping through.
- Keeps customer records consistent across ERP and accounting
- Prevents billing errors from stale or mismatched customer data
- Cuts manual customer onboarding work for finance and operations teams
Use case
Purchase Order and Vendor Bill Automation
When a purchase order is approved in Epicor, tray.ai creates the matching vendor bill in QuickBooks with supplier details, quantities, and amounts already filled in. When goods are received in Epicor, the vendor bill in QuickBooks updates automatically. Accounts payable stays accurate and no vendor invoice gets lost between systems.
- Automates the AP workflow from PO approval through vendor payment
- Keeps vendor bills in QuickBooks aligned with actual receipts in Epicor
- Reduces the risk of duplicate or missed vendor payments
Use case
Inventory Valuation and Cost of Goods Sync
Epicor tracks detailed inventory movements, costs, and adjustments at the warehouse level. QuickBooks needs summarized inventory valuations for financial reporting. tray.ai bridges that gap by syncing inventory cost data from Epicor into QuickBooks journal entries or inventory asset accounts on a schedule you control. The balance sheet reflects true inventory value without anyone doing manual reconciliation.
- Keeps inventory asset accounts in QuickBooks aligned with Epicor's operational data
- Eliminates end-of-period manual journal entries for inventory adjustments
- Improves cost of goods sold accuracy in financial statements
Use case
Payment and Receipt Reconciliation
When a customer payment is recorded in QuickBooks, tray.ai updates the matching invoice status in Epicor — and vice versa — so accounts receivable stays reconciled across both platforms. Sales and operations teams can see which invoices are paid without chasing anyone for answers. Month-end no longer means hours of manual payment matching.
- Reconciles customer payments across QuickBooks and Epicor automatically
- Gives sales and operations teams real-time visibility into invoice payment status
- Cuts month-end close time by eliminating manual payment matching
Use case
Vendor and Supplier Master Sync
Supplier records created or updated in Epicor sync automatically to QuickBooks — vendor names, payment terms, tax IDs, banking details, all consistent for purchasing and accounts payable. Changes in either system flow through tray.ai to prevent the kind of outdated supplier info that delays payments or causes compliance problems.
- Maintains one accurate vendor master across procurement and accounting
- Reduces payment errors from outdated supplier banking information
- Removes duplicate vendor setup across two systems when onboarding new suppliers
Challenges Tray.ai solves
Common obstacles when integrating Epicor and QuickBooks — and how Tray.ai handles them.
Challenge
Mismatched Data Models Between ERP and Accounting Systems
Epicor's data structures — jobs, work orders, BOMs — don't map directly to QuickBooks' simpler accounting constructs. Cost centers, job codes, and multi-warehouse inventory all need to be translated into QuickBooks chart-of-account entries and line item formats. That translation logic gets messy fast in spreadsheets or point-to-point scripts.
How Tray.ai helps
tray.ai's data transformation tools let teams build custom field mappings and business logic between Epicor and QuickBooks without brittle code. The visual workflow builder and built-in data helpers let you define exactly how Epicor entities translate to QuickBooks structures — and update those mappings as business rules change.
Challenge
Handling Duplicate Records and Upsert Logic
Syncing customers, vendors, or invoices between systems always risks creating duplicates if the integration can't reliably tell whether a record already exists. Without solid deduplication logic, finance teams end up with duplicate vendors or customers that corrupt reporting and take hours to clean up.
How Tray.ai helps
tray.ai workflows can include lookup steps that query QuickBooks or Epicor for existing records before creating new ones, matching on customer codes, tax IDs, or email addresses. Every sync either creates a new record or updates the existing one — not both.
Challenge
Managing High Transaction Volumes at Period End
At month end or quarter end, transaction volumes spike — hundreds of invoices, payments, and journal entries may need to sync within tight closing windows. Manual export-based integrations buckle under that pressure, causing delays and incomplete financial records at exactly the wrong moment.
How Tray.ai helps
tray.ai handles high-volume, time-sensitive workflows with scalable execution and built-in error handling. Workflows can process transactions in parallel batches, retry on failure, and alert finance teams to any exceptions — so even the busiest period-end runs complete on time.
Templates
Pre-built workflows for Epicor and QuickBooks you can deploy in minutes.
Epicor Invoice to QuickBooks Invoice Sync
Epicor 
QuickBooks Automatically creates and updates QuickBooks invoices whenever a new invoice is generated or modified in Epicor, including line items, tax details, and customer references.
QuickBooks Payment to Epicor AR Reconciliation
QuickBooks Epicor When a customer payment is recorded in QuickBooks, this template automatically updates the matching invoice status in Epicor's accounts receivable module, keeping cash receipt records in sync.
Epicor Purchase Order to QuickBooks Vendor Bill
Epicor QuickBooks Automatically generates a vendor bill in QuickBooks when a purchase order is approved in Epicor, then updates it on goods receipt to keep accounts payable accurate.
Epicor New Customer to QuickBooks Customer Sync
Epicor QuickBooks Syncs new and updated customer records from Epicor into QuickBooks in real time, so billing details, payment terms, and contact information stay consistent across both systems.
Epicor Inventory Adjustment to QuickBooks Journal Entry
Epicor QuickBooks Translates inventory adjustments and write-offs recorded in Epicor into general ledger journal entries in QuickBooks, keeping inventory asset and COGS account balances accurate.
Epicor Supplier Sync to QuickBooks Vendor
Epicor QuickBooks Keeps vendor and supplier records consistent between Epicor and QuickBooks by automatically syncing new suppliers and updates to existing supplier details in real time.
How Tray.ai makes this work
Epicor + QuickBooks runs on the full Tray.ai platform
Intelligent iPaaS
Integrate and automate across 700+ connectors with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Epicor and QuickBooks — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway
Expose Epicor + QuickBooks actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Ship your Epicor + QuickBooks integration.
We'll walk through the exact integration you're imagining in a tailored demo.