# Connect Epicor to QuickBooks > Stop re-entering invoices, purchase orders, inventory, and financial records by hand. tray.ai keeps Epicor ERP and QuickBooks in sync automatically. **Canonical page:** https://tray.ai/connectors/epicor-quickbooks-integrations/ **Epicor connector:** https://tray.ai/connectors/epicor-integrations/ **Epicor documentation:** https://tray.ai/documentation/connectors/service/epicor **QuickBooks connector:** https://tray.ai/connectors/quickbooks-integrations/ **QuickBooks documentation:** https://tray.ai/documentation/connectors/service/quickbooks ## Overview 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. ## Use cases ### 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 ### 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 ### 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 ### 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 ### 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 ### 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 ### General Ledger Journal Entry Automation Operational events in Epicor — work order completions, inventory write-offs, intercompany transfers — often need corresponding journal entries in QuickBooks. tray.ai generates and posts those entries automatically based on rules you configure, so the general ledger stays current without someone having to manually create an accounting entry after every operational event. - Automates GL posting for operational events without manual accounting intervention - Keeps journal entries consistent, timely, and fully auditable - Shortens accounting close cycles by eliminating batch manual journal entry ## Templates ### Epicor Invoice to QuickBooks Invoice Sync Automatically creates and updates QuickBooks invoices whenever a new invoice is generated or modified in Epicor, including line items, tax details, and customer references. Connectors used: Epicor, QuickBooks ### QuickBooks Payment to Epicor AR Reconciliation 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. Connectors used: QuickBooks, Epicor ### Epicor Purchase Order to QuickBooks Vendor Bill 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. Connectors used: Epicor, QuickBooks ### Epicor New Customer to QuickBooks Customer Sync 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. Connectors used: Epicor, QuickBooks ### Epicor Inventory Adjustment to QuickBooks Journal Entry Translates inventory adjustments and write-offs recorded in Epicor into general ledger journal entries in QuickBooks, keeping inventory asset and COGS account balances accurate. Connectors used: Epicor, QuickBooks ### Epicor Supplier Sync to QuickBooks Vendor Keeps vendor and supplier records consistent between Epicor and QuickBooks by automatically syncing new suppliers and updates to existing supplier details in real time. Connectors used: Epicor, QuickBooks ## Challenges Tray.ai solves ### 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. ### 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. ### 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. ### Keeping Tax Codes and Chart of Accounts Aligned Epicor and QuickBooks often maintain separate tax code libraries and chart of accounts configurations with different naming conventions. Syncing transactions without proper tax mapping produces incorrect tax calculations in QuickBooks and reports that won't survive an audit. **How Tray.ai helps:** tray.ai lets teams build and maintain lookup tables that translate Epicor tax codes and GL account identifiers to their QuickBooks equivalents. Those mappings live centrally within the workflow and can be updated by business users without touching the integration logic. ### Error Visibility and Reconciliation Auditing When a sync fails — a missing required field, an API timeout, a validation error — finance and operations teams often have no idea what broke, which records were affected, or whether a retry happened. Without proper error logging, sorting out the two systems after a failure can take days. **How Tray.ai helps:** tray.ai provides detailed execution logs, configurable error alerts via email or Slack, and automatic retry logic for transient failures. Every workflow run records exactly what data was processed, which step failed, and what error came back — giving finance and IT a full audit trail to resolve issues quickly. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/