3/26/2023 0 Comments Ekos brewmasterFor Desktop users, manual syncs will be made using the Ekos QuickBooks sync application. How often does the sync between systems take place?įor Online users, the sync will occur every 4 to 6 hours. Once confirmed, our support team first needs to review your chart of accounts and will assist in the setup process, including providing recommendations for a successful integration. Get more information about setup in the Knowledge Base. Reach out to our team to confirm the QuickBooks integration is included with your Ekos subscription. How do I start the process of activating the integration? We recommend setting up the integration after your team has completed onboarding with the customer success team at Ekos. Once the QuickBooks integration is active, you have the option to sync all inventory receipts, companies, invoices, credit memos, and journal entries in Ekos. When should I connect Ekos to QuickBooks? For Desktop, a version from 2012 or more recently is a minimum requirement. For Online, the Essentials version is a minimum requirement. What version of QuickBooks do I need to use this integration?Įkos integrates with QuickBooks Online and QuickBooks Desktop. Custom reports in Ekos allow you to easily pull the data needed for the TTB or other compliance requirements, giving you all the info you need to file your taxes. One of the biggest benefits of the QuickBooks Online and Desktop integration with Ekos is the ability to save time while filing taxes. In addition to syncing with the data you’re already adding to Ekos, real-time inventory costs accounting provides a transparent look into what it costs to make each product so you can price your items appropriately and focus on profit. Instead of your accountant or bookkeeper having to add those in manually after your sales team puts them into Ekos, your information will be automatically synced. This integration will minimize double-entry errors, streamline departmental communication, and collect compliance data - all in one place.Įkos syncs all your sales data to your QuickBooks Online or Desktop account, from ordering inventory to creating invoices. The QuickBooks Online and Desktop integration with Ekos takes your financials to the next level by creating automated accounting processes.
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