QuickBooks Online Product Overview

The EKA Omni TMS can be integrated with a QuickBooks Online instance.

Technical Requirements:

QuickBooks Online

Transactions Supported:

Uni-directional transactions allow data to pass from EKA Omni TMS to QuickBooks only.

Bi-directional transactions allow data to pass both from EKA Omni TMS to QuickBooks and from QuickBooks back into EKA Omni TMS.

Uni-directional Transactions 

Business Units (used to determine Class)

Customer Creation

Customer Updates
Carrier Creation

Carrier Updates

Invoice Creation

Settlement Creation

Invoice Adjustment

Settlement Adjustment

Products/Services

Payment Methods

Payment Terms

Bi-directional Transactions

Invoice Payments

Settlement Payments

Timing of Updates:

• Transactions are processed hourly beginning at the top of each hour

Things to Consider:

• Account codes are required for implementation
• Carrier and customer records must be maintained within the EKA platform
• Carrier and customer matching must be considered and planned for prior to implementation

To get started with a QuickBooks integration, contact the Customer Success team at support@go-eka.com.

For more information about QuickBooks, visit www.quickbooks.intuit.com.