Why Connect Your Accounting System?
When you sell through EDI, your invoices, payments, and chargebacks live in RetailReady. Your accounting system (QuickBooks, NetSuite, etc.) is where you manage your books. Without integration, you would need to manually enter every invoice and payment into both systems — a process that is slow, error-prone, and becomes unmanageable as your order volume grows.
RetailReady's accounting integrations keep both systems in sync automatically:
- Invoices you create in RetailReady are automatically created in your accounting system.
- Payments received from retailers are matched and recorded.
- Credit memos from chargebacks and deductions are synced.
- Inventory counts are kept in sync between systems.
Supported Integrations
QuickBooks Online
RetailReady connects to QuickBooks Online via OAuth 2.0 — a secure authorization method that never shares your QuickBooks password with RetailReady.
What syncs:
- Invoices — EDI invoices (810) created in RetailReady are automatically created as invoices in QuickBooks.
- Payments — When a retailer payment (820) is received, RetailReady records the payment against the matching invoice in QuickBooks.
- Credit Memos — Chargebacks and deductions are synced as credit memos so your books stay balanced.
- Inventory — Stock levels from QuickBooks are synced to RetailReady so your available EDI inventory stays accurate.
NetSuite
RetailReady connects to NetSuite using Token-Based Authentication (TBA) for secure, automated access.
What syncs:
- Invoices — EDI invoices are created as NetSuite sales invoices.
- Payments — Retailer payments are matched and applied to invoices.
- Credit Memos — Chargebacks and deductions are synced as NetSuite credit memos.
- Inventory — Real-time inventory levels from NetSuite item records are pulled into RetailReady.
Custom API
If you use an accounting or ERP system not listed above, RetailReady's inventory integration API allows you to build a custom connection. Contact your development team to use the API endpoints for pushing and pulling inventory data.
Setting Up an Integration
- Go to Setup → Accounting in the left navigation.
- Click “Connect” next to your accounting system.
- You will be redirected to your accounting provider's authorization page. Sign in and grant RetailReady access.
- Once connected, RetailReady begins syncing automatically. You can configure sync frequency and which data types to include.
Managing Your Connection
After connecting, the Accounting Integrations page shows:
- Connection status — Whether the integration is active and healthy.
- Last sync time — When data was last synchronized.
- Sync history — A log of recent sync operations with success/failure status.
- Disconnect — Revoke access and stop syncing. Your existing data in both systems is not affected.
Exporting Data
Even without an active integration, you can export your RetailReady data as CSV files for manual import into any accounting system. Export options are available on the Invoices, Payments, and Orders pages.