OIAT/Projects/EPOS to QuickBooks automation
Automation · 2026

EPOS to QuickBooks automation

A single-command automation pipeline for downloading EPOS Now sales data, transforming it for QuickBooks Online, uploading Sales Receipts, archiving files and reconciling totals.

Problem

Sales, inventory and reconciliation lived across EPOS exports, QuickBooks Online, spreadsheets and Slack follow-ups. Daily and month-end work required manual downloads, transformation, upload checks and repeated review to confirm that QuickBooks matched EPOS.

Approach

OIAT built a Python orchestration flow around the real operating sequence: log into EPOS Now HQ with Playwright, download BookKeeping CSVs, transform sales rows into QuickBooks-ready receipts, handle spillover dates, check for duplicates locally and through QBO queries, then notify operators in Slack.

Solution

The finished workflow runs as a single command. It downloads, transforms, uploads, archives and reconciles automatically. Processed files move into dated archive folders, QuickBooks Sales Receipts are deduplicated, token refresh is handled, and reconciliation compares EPOS totals against QBO totals for confidence after upload.

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