Operational detail in CubeERP, financial summary in QuickBooks.
CubeERP and QuickBooks
QuickBooks Online integration - invoices, bills, payments and journals posted from CubeERP with the nominal coding already applied.
- Accounting
- No per-connector licence
- 01234 672 617
QuickBooks is a capable accounting package and a poor inventory system, which is why businesses outgrow the inventory side long before they outgrow the accounting. CubeERP takes over stock, orders, production and job costing, and posts invoices, bills, payments and journals back into QuickBooks Online. The accounts stay where your accountant expects them; the operational detail lives where it can be used.
What moves
Exactly what is synced, and which way
Being specific about this up front avoids the single most common integration disappointment - discovering after go-live that one field never travelled.
- Out of CubeERP
Invoices and credit notes
Raised from despatch or job completion with customer, account coding, class and VAT treatment applied.
- Out of CubeERP
Bills and expenses
Matched supplier invoices posted with the correct expense or inventory account and any project coding.
- Out of CubeERP
Inventory journals
Stock and cost-of-sales journals so the accounts reflect the actual movement of goods rather than a periodic adjustment.
- Into CubeERP
Payments
Receipts and allocations returned so credit control works from the current position.
How it behaves
The detail that decides whether it is actually useful
Posts on approval
Documents reach QuickBooks when they are approved, not overnight, so the ledger is never a day behind the operation.
Accounts and classes mapped
Chart of accounts, classes and locations mapped to CubeERP product groups and cost centres at setup.
Errors visible
Rejected postings are queued with the reason shown and retried, with a reconciliation report covering anything outstanding.
UK VAT treatment
Standard, reduced, zero, exempt, reverse charge and export treatment applied at source rather than corrected later.
Setting it up
Three steps, done during implementation
- 1
Connect using QuickBooks’ standard OAuth authorisation - revocable from your QuickBooks account at any time.
- 2
Map the chart of accounts, classes and tax codes to CubeERP groups during discovery.
- 3
Parallel run, compare, then stop manual entry once the numbers agree.
Questions
What people ask about this one
QuickBooks Online is the supported product. Desktop can be handled by file exchange, but we would rather talk through whether that suits you than oversell it.
No - running two inventory systems guarantees they will disagree. Stock is managed in CubeERP and represented in QuickBooks as a value via journals.
Yes. Classes and locations map to CubeERP cost centres and sites, so departmental reporting continues to work as it does now.
Supported where QuickBooks multi-currency is enabled, with exchange rate handling agreed at setup so gains and losses land in the right place.
No. It is part of the platform. Your QuickBooks subscription is separate and remains yours.
Related
Usually set up at the same time
- XeroSales and purchase invoices, credit notes, payments and stock journals posted to Xero automatically, with no rekeying at month end.
- SageIntegration with Sage 50 and Sage 200 - sales and purchase ledger postings, nominal analysis and stock journals without rekeying.
- ShopifyOrders in, stock and pricing out, fulfilment and tracking back - so the website sells what you actually have.
QuickBooks
Check the QuickBooks detail before you commit
Send us the specifics - your chart of accounts, your tax treatment, your product structure - and we will tell you exactly how it maps rather than promising it will be fine.