QuickBooks Desktop Product Overview

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

Technical Requirements:

QuickBooks Desktop Version

QuickBooks Web Connector

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 

Shipper Creation

Shipper Updates

Carrier Creation

Carrier Updates

Invoice Creation

Settlement Creation

Invoice Adjustment

Settlement Adjustment

Bi-directional Transactions 

Invoice Payments

Settlement Payments

Timing of Updates:

• QuickBooks Web Connector can be used to set a length of time between updates - typically this will be 2-5 minutes - and determines how often QuickBooks sends data over to the EKA site
• EKA’s processor runs every 10 minutes and takes all data synced from QuickBooks during that 10-minute span and updates the EKA Omni TMS

Things to Consider:

• Account codes are required for implementation
• Carrier and shipper records must be maintained within the EKA platform

To learn more about the integration process click here.

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.