Automated EverLogic QuickBooks Sync Checks
Every night, WebRun opens Sales & Finance in EverLogic, pulls every deal closed or funded that day, checks each one against QuickBooks for a matching invoice and amount, and posts accounting a Slack list of anything missing or mismatched before the morning close.
How do I catch EverLogic sales that were never posted to QuickBooks?
Every night, WebRun compares every deal closed in EverLogic's Sales & Finance module against QuickBooks, checking for a matching invoice and a matching amount. It posts any missing or mismatched deal to your accounting Slack channel before the morning close, so a sale never slips through without hitting the books correctly.
- Unposted sales get caught the same night instead of at month end
- Amount mismatches are flagged before they compound across statements
- Accounting starts the morning with a ready made fix list
Built for trailer dealership accounting · office managers · controllers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
apps.everlogic.comin a real browser with your saved login - no setup, no API keys. -
1
EverLogic - list deals closed today
everlogic.com
WebRun opens EverLogic to list deals closed today. - Open Sales & Finance in EverLogic and pull every deal marked closed or funded today
- Capture the deal number, customer, sale amount, and funding date for each
Done when Every deal closed today is listed with its sale amount and funding date.
-
2
QuickBooks - check each deal against the ledger
- Search QuickBooks for a matching invoice or sales receipt for each EverLogic deal
- Compare the posted amount to the EverLogic sale amount
- Flag any deal with no matching entry and any entry with a mismatched amount
Done when Every closed deal has been checked against QuickBooks and any gap is flagged.
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3
Slack - flag discrepancies for accounting
slack.com
WebRun opens Slack to flag discrepancies for accounting. - Post the list of unmatched or mismatched deals to the accounting channel
- Include the deal number, customer, and the size of the discrepancy
- Sort with missing entries first, then amount mismatches
Done when Accounting has tonight's discrepancy list in Slack before the morning close.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it post or fix anything in QuickBooks?
No. It only reads and compares. Every discrepancy is flagged in Slack for your accounting team to fix by hand in QuickBooks or EverLogic.
What counts as a mismatch?
Any closed EverLogic deal with no matching QuickBooks invoice or sales receipt, or one where the posted amount differs from the EverLogic sale amount by any margin you set.
Will it flag the same deal every night until it's fixed?
Yes. It checks live QuickBooks data each run, so a deal stays on the list until a matching, correct entry exists, then it drops off automatically.
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