Integration
Trifecta Farms QuickBooks Integration
The Trifecta Farms ERP integrates with QuickBooks Online to streamline invoicing, payment tracking, and customer management for our wholesale cannabis operations.
Feature Overview
- Invoice Sync — Push Apex invoices to QuickBooks Online automatically when orders are finalized.
- Payment Tracking — Poll QuickBooks Online for payment updates and reflect them in the ERP ledger.
- Customer Mapping — Match Apex customer accounts to their corresponding QuickBooks Online customer records.
- Item Mapping — Match Apex products to QuickBooks Online items for accurate line-item invoicing.
This integration is managed through the Trifecta Farms desktop ERP application. Connection, configuration, and sync operations are performed locally within the Admin settings panel.
