Short answer
For entities that aren’t on QuickBooks Online or NetSuite, ERP Sync imports the chart of accounts and general ledger from CSV or Excel. Each transaction is classified as new, updated, skipped or orphaned, balances are checked, and re-imports replace what changed — so those entities report alongside your connected companies.
How the import works
- Upload the chart of accounts and the GL detail (CSV or Excel) and map the columns.
- ERP Sync processes in the background, groups lines into transactions and classifies each as new, updated, skipped or orphaned.
- Review duplicates and the balance reconciliation, then import.
- Later imports replace transactions that changed, so you can refresh monthly.
An agent can do the same thing from a dataset of debit and credit lines: validate first (balance and account checks), then import.
The ERP Sync tools behind it
These are the MCP tools an agent calls. Each one is switched on or off per user, and read-only versus read-write is set per feature.
| Tool | What it does |
|---|---|
| erp_gl_write | Validates and imports GL transactions into non-connected companies. |
Limits and requirements
- Only for companies without a QuickBooks Online or NetSuite connection; connected companies are written through their own tools.
- Import never creates accounts — load the chart of accounts first.
Frequently asked questions
Can I use this for QuickBooks Desktop files?
Yes, as a bridge: export the GL from Desktop and import it. Live Desktop sync is in early access — see the QuickBooks Desktop guide.