All modules
// 27ERP · Add-on
QuickBooks Sync & Accounting
Connect your own QuickBooks Online company from Settings, then send customers, items, invoices and payments for a date range after reading exactly what will be created, updated or voided. Every invoice, customer and product shows where it stands in QuickBooks. Sends happen when you choose; nothing leaves on its own.
// 01
Your books stay in QuickBooks. Nothing gets retyped.
What the QuickBooks Sync & Accounting add-on does in 27ERP today.
- Connect your own QuickBooks Online company from Settings → Accounting with Intuit's sign-in; any paid QuickBooks Online plan works
- QuickBooks Sync page: pick a date range and read the plan — which customers, items, invoices and payments would be created, updated or voided — before anything is sent
- A QuickBooks chip on every invoice, customer and product: Not in QuickBooks, the QuickBooks number, Send to QuickBooks, Update in QuickBooks, Open in QuickBooks
- Records QuickBooks already has by name or number are linked, not duplicated, and a second run updates instead of re-creating
- Every push is a row in an activity list, failures included, so you can see what went and what did not
- Sends happen when a person chooses; there is no automatic trigger yet
- The CSV export is still there: customers, products and services, invoices and vendor bills in the order QuickBooks imports them, taxable lines marked, for an accountant who prefers files
// 02 · Screens
QuickBooks Sync & Accounting in 27ERP
// 03 · Works with
Connected modules
Documents in this module link to the ones they came from and the ones they create.
// Boca Raton, FL · Columbus, OH → nationwide
See QuickBooks with your own data
A 30-minute walkthrough on the platform, using your real records, and a straight answer on where a custom rule would go.
Rather talk it through? Call today: (380) 270-2095