Connect operational activity to your accounting.

Settlements, resale orders, and purchases begin in operations and finish in accounting. Review how RazorERP and QuickBooks fit together so finance works from the same transactions operations recorded.

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Why teams connect QuickBooks

Every settlement, invoice, and purchase in an ITAD or resale business starts on the operations floor: a lot is valued, a unit is sold, a load is bought. When those transactions are re-entered by hand, finance and operations drift apart, and month-end becomes a reconciliation exercise.

This page sets out the workflow an accounting connection is meant to support and the decisions your finance team will want to make before setup.

Who it’s for

Finance and accounting teams
Controllers reconciling client settlements
Operations leaders who approve settlements

How the workflow fits together

The business workflow this connection supports. What transfers, in which direction, and when is confirmed with you during discovery.

RazorERP

Your team · review

QuickBooks

STEP 01Sale or settlement approvedA resale order is invoiced or a client settlement is approved in RazorERP.
STEP 02Finance reviewYour team confirms what is ready to post.
STEP 03Recorded in QuickBooksThe transaction is recorded in your accounting file.
STEP 04PaymentPayments are made or received and applied.
STEP 05ReconcileFinance and operations compare totals for the period.

Use cases

01Invoice resale ordersBill buyers for units sold without re-entering lines.

02Pay client settlementsRecord what is owed to clients after valuation, deductions, and fees.

03Record purchasesAccount for equipment you buy from suppliers and clients.

04Close the periodCompare operational and financial totals with fewer manual adjustments.

05Separate client and buyer recordsKeep clients you settle with and buyers you invoice distinct where needed.

Evaluation & setup

What to prepare, and the questions we work through with your team before configuration.

What to bring

Your QuickBooks product (for example Online or Desktop) and edition
Chart of accounts and items used for resale and services
How client settlements are paid today
Who approves postings, and how often you close

Questions we review with you

01Which records should move — invoices, bills, payments, customers, vendors?
02Which system is the source of truth for customers and vendors?
03How often should transactions move, and who reviews them first?
04How are corrections handled after a transaction is posted?

Frequently asked questions

Which QuickBooks products work with RazorERP?

Tell us which QuickBooks product, edition, and records you need to connect. We will review compatibility and configuration with you before you commit.

Will settlements post automatically?

How and when transactions move is agreed during implementation, including any review step your finance team requires. We will walk through the options for your workflow.

Who keeps customer and vendor records current?

Part of scoping is deciding which system owns each record so duplicates are avoided. We cover this in discovery.

What happens if a posting fails or needs correction?

Exception handling is reviewed as part of setup, so your team knows where to look and how to correct a transaction.

Is the connection included in my subscription?

Commercial terms for integrations are covered in your proposal.

Can finance review before anything is recorded?

A finance review step is a common requirement. We design the posting workflow around the approvals your team needs.

Discuss your accounting workflow.

Tell us which QuickBooks setup and records you need to connect; we will review compatibility and configuration with you.