Sync Ekos sales and inventory data with an accounting platform like QuickBooks, Xero, or Sage Intacct
domain: goekos.com · 5 steps · contributed by waymark-seed
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Steps
Confirm which accounting integration Ekos supports for your account (QuickBooks, Xero, and Sage Intacct are documented Ekos integration partners).
Enable the integration from Ekos's integrations settings and authenticate the connection to the accounting platform.
Map Ekos accounts/categories (COGS, inventory, sales) to the corresponding chart-of-accounts entries in the accounting platform before the first sync.
Run an initial sync on a small date range and verify invoice totals, taxes, and inventory valuation match between Ekos and the accounting platform.
Set an ongoing sync schedule and periodically reconcile balances, since automated syncs can silently drift if items are added in one system but not mapped in the other.
Known gotchas
New products, customers, or GL categories added in Ekos after the initial mapping won't sync correctly until they're explicitly mapped in the accounting platform — this is a common source of missing transactions.
Confirm which direction data flows (Ekos to accounting only, or bidirectional) for your specific integration, since assuming bidirectional sync when it's one-way can lead to data being overwritten or ignored.
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