Integration with accounting software for transaction syncing

Purpose

 1.1. Automate seamless synchronization of sales, purchase, and payment transactions between operational systems and accounting software.
 1.2. Eliminate manual data entry, reduce reconciliation errors, and ensure real-time financial visibility for wholesale carbonated drinks distribution.
 1.3. Enable audit-ready records, instant financial reporting, and faster month-end closing by syncing order, invoice, and payment data.
 1.4. Support multi-branch operations integration, tax calculation, and compliance.

Trigger Conditions

 2.1. Creation or update of an invoice, bill, or payment in the sales or ERP system.
 2.2. New customer or supplier added to the CRM.
 2.3. Payment or refund confirmation from bank or payment gateway.
 2.4. Scheduled periodic sync (e.g., hourly, daily, weekly).

Platform Variants

 3.1 QuickBooks Online
  • API: Create/Update Invoice (POST /v3/company/{companyId}/invoice)
  • Configuration: Map ERP invoice fields to QuickBooks structure, setup auth token.

 3.2 Xero
  • API: Invoices (POST /invoices)
  • Configuration: Connect via OAuth2, schedule batch sync per branch.

 3.3 Sage Business Cloud
  • Function: Transaction Synchronization API (POST /transactions)
  • Configuration: Specify ledger codes, match supplier/customer IDs.

 3.4 FreshBooks
  • API: Invoice Creation (POST /accounting/account/{accountId}/invoices)
  • Configuration: Sync payment status on invoice state change events.

 3.5 Zoho Books
  • API: Sales Invoice (POST /invoices)
  • Configuration: Map SKU codes, branch locations for reporting.

 3.6 NetSuite
  • Function: REST API / Record Service (POST /record/v1/invoice)
  • Configuration: Enable token-based authentication, sync batch by date.

 3.7 MYOB
  • API: General Journal Transactions (POST /general-journal)
  • Configuration: Map tax rates; schedule nightly imports.

 3.8 Wave
  • API: Transaction Import (POST /businesses/{businessId}/transactions)
  • Configuration: Auto-categorize based on item class.

 3.9 Odoo
  • Function: create() RPC for account.move
  • Configuration: Invoke after order completion, push line items.

 3.10 SAP Business One
  • API: Service Layer (POST /Invoices)
  • Configuration: Map UDFs for product categories; configure error handling.

 3.11 Dynamics 365 Finance
  • API: Data Entities - Customer Invoice (POST /data/CustomerInvoices)
  • Configuration: Set auto-post for synced documents.

 3.12 QuickFile
  • API: Invoice Creation (POST /invoice/create)
  • Configuration: Link to client ID via custom reference.

 3.13 KashFlow
  • API: Invoice (POST /invoices)
  • Configuration: Include settlement discount, match SKU.

 3.14 FreeAgent
  • API: Sales Invoices (POST /v2/invoices)
  • Configuration: Match payment method, auto-allocate receipts.

 3.15 Bill.com
  • API: Invoices Sync (POST /apis/v3/invoices)
  • Configuration: Connect vendor bank details for payment reconciliation.

 3.16 Oracle NetSuite
  • REST API: Invoice (POST /invoice)
  • Configuration: Map between custom fields for product lines.

 3.17 TallyPrime
  • Function: XML Import (Tally Integration)
  • Configuration: Export to XML, automate import batch.

 3.18 Intacct (Sage)
  • API: Create Invoice (POST /create_invoice)
  • Configuration: Group items by department, assign to classes.

 3.19 ClearBooks
  • API: Invoice (POST /invoices)
  • Configuration: Match contact, update status when paid.

 3.20 QuickBooks Desktop
  • SDK: qbXML InvoiceAddRq
  • Configuration: Enable queue process, push on interval.

Benefits

 4.1. Eliminates human error by ensuring exact data transfer between systems.
 4.2. Reduces time and labor spent on repetitive bookkeeping tasks.
 4.3. Enables real-time financial insights, dashboards, and timely compliance.
 4.4. Facilitates consolidation across multi-outlet operations.
 4.5. Enhances audit trails, making record-keeping more transparent and efficient.