QuickBooks automation
Runtara automates the operations work around QuickBooks: customer orders, supplier invoices and product data move into QuickBooks automatically, and your team handles only the exceptions. Our team has integrated QuickBooks for distributors.
01 / Workflows
What you can automate.
Customer orders into QuickBooks
Customer orders that arrive by email, PDF, EDI or API become QuickBooks sales orders, with exceptions held for a person.
Supplier invoice processing
Supplier invoices matched against purchase orders and receipts in QuickBooks, with variances held for approval before they are posted.
Product data and pricing
Supplier price changes from letters, spreadsheets or files go into QuickBooks price lists and items, with unclear changes held for review.
EDI with trading partners
Orders, invoices and ship notices exchanged with customers and suppliers over EDI or SFTP, connected to QuickBooks by our team.
02 / Connection
How the connection works.
Runtara connects to QuickBooks through its API, or by file exchange where a partner sends files instead. Our team scopes the connection with your QuickBooks administrator during implementation.
Each workflow step declares the connection it uses, and the runtime denies anything else. There is no custom code for your team to own or maintain.
03 / Approval
Exceptions wait for a person.
In the illustrative order PO-58213, five lines match the customer, items and contract prices. Line 04 is priced $26 above contract and is held. Inside sales approves the contract price, and the workflow creates the sales order in QuickBooks.
Everything else posts automatically. One query against the instance database returns the order, the match, the approval, and the ERP response.
04 / Availability
In every edition.
QuickBooks is a standard integration, included in Cloud, Enterprise and the open-source engine. Compare plans
- Open-source engineAGPL-3.0, run and operate it yourself.Included
- CloudWe host and manage your instance.Included
- EnterpriseYour cloud or on-premises, supported by our team.Included
05 / Questions
Common questions.
Has your team integrated QuickBooks before?
Yes. Our team has integrated QuickBooks for distributors, so the connection behind the workflow is work we have done before.
How long until it is live?
Live in two weeks once access is in place: API keys, system URLs and endpoints, credentials, the specs for your files and EDI documents, and network access for Runtara.
Is QuickBooks included in my plan?
Yes. QuickBooks is a standard integration, included in Cloud, Enterprise and the open-source engine. The connection and field mappings for your setup are scoped and quoted as part of implementing each process. EDI, SFTP, FTPS and SSH connections to it are premium.
Can a person approve before anything is written to the ERP?
Yes. A workflow holds an exception for approval and writes to QuickBooks only after the person decides. The run keeps the source, the decision, who made it, and the ERP response together.
Which other ERPs do you work with?
Our team has integrated Odoo, Business Central, Infor CSD/SX.e, Epicor Prophet 21, Epicor Eclipse. Other ERPs that expose an API, EDI or file exchange are scoped during implementation.
Bring your QuickBooks process.
Start with a paid pilot of one real process, such as order intake. Our team builds and runs it, live in two weeks once access is in place.
All product names, logos and brands are the property of their respective owners and are used here in good faith, only to identify the systems Runtara connects to. Their use does not imply any affiliation with, or endorsement or sponsorship by, those owners.