Bridging QuickBooks and ERP
Many SMBs run QuickBooks for accounting and a separate ERP for operations. The bridge between them is where errors hide.
Common SMB pattern: operations run in something specialized (Cin7 inventory, ServiceTitan field service, MindBody for fitness studios) and accounting lives in QuickBooks Online. The bridge between them is constantly leaking.
What typically syncs:
- Sales — invoices, payments — from operations to QB.
- Purchases — bills, vendor payments — from operations to QB.
- COGS / inventory adjustments — from operations to QB.
- Customer master — usually from operations.
What breaks:
- Sales tax mismatches. Operations system calculates one way, QB another. Reports won't reconcile.
- Multi-currency. Different rate sources, different rounding. Even cents matter at trial balance.
- Voided transactions. Operations void doesn't always trigger QB void cleanly.
- Date timing. Operations posts on transaction date, QB on receive date — month-end gap.
Tools:
- Native integrations — many ops tools have official QB connectors. Try first, but verify they handle all your edge cases.
- Webgility, OneSaaS, A2X — middleware specifically for QB sync. Ranges $50-300/month.
- Custom integration — only if no off-shelf works. Costs $20-50k typically.
- Spreadsheet imports — fine for <100 transactions/month, breaks at higher volume.