QuickBooks Batch Process Product Overview

The EKA Omni TMS can provide scheduled batch files that can then be uploaded into QuickBooks and can upload files from QuickBooks back into EKA.

Technical Requirements:

The use of a third party service is required in order to upload data into QuickBooks. This is not a service that EKA provides.

EKA Export Files:

The following export files are available from EKA and each file can be set up to run daily, weekly or monthly. 

Business Units - Used to determine Class

Customers/Shippers - Creates the customer records

Carriers - Creates the vendor records

Load Customer Invoices - Creates/updates the customer invoice

Load Carrier Settlements - Creates/updates the vendor bill

Invoice Payments - Closes and pays the customer invoice

Settlement Payments - Closes and pays the vendor bill

These files can be imported into QuickBooks via a third party upload service. 

EKA Import Files:

Invoice and Bill payments can be exported from QuickBooks and imported into EKA. 

The “Invoices and Received Payments” report generated in QuickBooks can be uploaded back into EKA to update the customer invoice status to Paid.

The “Bills and Applied Payments” report generated in QuickBooks can be uploaded back into EKA to update the carrier settlement status to Paid.

Things to Consider:

• A third party service is required to upload data into QuickBooks
• Account codes are required for implementation
• Carrier and customer 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.