PureLogics
×
NPD Logistics
Confidential preview

Access required

This is a private walkthrough of the Xcelerator to QuickBooks integration prototype, prepared for an authorized stakeholder review.

Incorrect code, please try again
Encrypted preview Prepared by PureLogics
PureLogics
NPD Logistics
Xcelerator and QuickBooks Sync, Phase 1
Interactive Walkthrough
The current state · May 7, 2026

Two systems of record. One human bridge.

Every day someone on your team opens Xcelerator, exports an Excel, and hand carries customer and invoice records into QuickBooks. The data is right. The process is brittle, slow, and expensive.

Time spent this week
6.4hrs
Across 3 ops staff, ferrying customer and invoice rows between systems.
Errors flagged this month
17
Misspelled customer names, missed invoice updates, duplicate records.
Average lag
2.3days
From an Xcelerator update to QuickBooks reflecting the change.
XC
Xcelerator
Source of truth · May 7 export
IDCustomerInvoice
C-2041Hospital Group A$4,820.00
C-2042Bank A, Park Ave$1,245.00
C-2043Law Firm A$2,380.50
C-2044Hospital Group B$3,910.00
C-2045Hospital Group C$5,640.75
C-2046Bank B, 200 West St$1,820.00
→ → →
Manual copy
Download the Excel.
Open QuickBooks.
Re-key each row.
Hope nothing breaks.
Time on this run
00:42:18
QB
QuickBooks Online
Accounting · Downstream
IDCustomerInvoice
QB-1187Hospital Group A$4,820.00
QB-1188Bank A, Park Ave$1,245.00
4 more rows pending manual entry
Bottom line
Your Xcelerator is already the system of record for everything that moves. The friction is in the handoff to QuickBooks. Today, invoice numbers are pulled with Z Access into Excel and uploaded to QuickBooks, payments are not synced at all, and statements drift between the two systems. Your team is acting as a human API, and every minute spent ferrying is a minute not spent on dispatch, customer service, or growth.
The proposed solution · Phase 1

A purpose-built bridge between Xcelerator and QuickBooks.

A lightweight automation utility built on n8n sits between the two systems. Records flow both ways in real time, every step is logged, every exception is caught. Click any node to inspect.

XC
Xcelerator
TMS, source for invoices and operational data
sync, real time
SB
PureLogics Sync Bridge
Validate · Classify · Route · Log
sync, real time
QB
QuickBooks Online
ERP, source for payments and accounting
Overview
How the Bridge thinks about a record
Records flow both ways in real time. When an invoice is created in Xcelerator, the Bridge writes it to QuickBooks within seconds. When a payment is applied in QuickBooks, the Bridge writes it back to Xcelerator so your statements stay accurate. Customers, invoices, and payments are all in scope for Phase 1, and the framework is designed to be extended to vendors, items, and any custom object you rely on. Anything ambiguous is captured for human review in the Exception Inbox. Click any node above to see what happens at that step.
Tip in production: each green dot in the live system is a real record being synced, in either direction, the moment it changes.
The operator portal · Live data

Mission Control.

Your single pane of glass for every record that crosses the Bridge. Visibility in real time, manual overrides one click away, drill-down to the row level for any sync.

✓
Sync status
Healthy
Sync mode
Real time, continuous
Last event
12s ago
Reconciliation sweep
Sync runs continuously, this button forces a full sweep on demand.
XC
Xcelerator
Production · API v2.4 · Webhooks enabled
Connected
Last ping
2s ago
Latency
142 ms
Rate limit
12% used
Uptime, 30d
99.97%
QB
QuickBooks Online
Production · API v3.0 · OAuth 2.0
Connected
Last ping
4s ago
Latency
218 ms
Rate limit
8% used
Uptime, 30d
99.99%
Customers Synced
47
+8 created, 39 updated, both ways
Invoices Synced
312
XC → QB, real time
Payments Synced
86
QB → XC, statements updated
Needs Review
2
Routed to Exception Inbox
Live activity feed
Today, all events, both directions
✓
14:32:18
Payment applied, QB → XC
Bank A, $1,245.00 received, statement updated in Xcelerator
PAY-9821
✓
14:32:11
Invoice created, XC → QB
Hospital Group A, $4,820.00, written to QuickBooks
INV-4534
✓
14:30:45
Customer updated, XC → QB
Hospital Group A, address line 2 changed
QB-1187
✓
14:28:02
Customer created, XC → QB
New customer: Hospital Group D
QB-1212
!
14:25:37
Skipped
Duplicate customer record, no change needed
C-2046
×
14:23:14
Invoice not found
INV-4733 in Xcelerator has no match in QuickBooks
Review
✓
14:21:09
Payment applied, QB → XC
Law Firm A, $2,380.50 received, statement updated
PAY-9819
✓
14:18:41
Customer updated, QB → XC
Bank B, billing contact updated, written to Xcelerator
C-3041
Last 7 days
Records synced per day
Synced Skipped Needs review
Weekly average: 1,247 events synced per day, 2.1 needing review. The Bridge has been online 168 of 168 hours this week.
Security
Credential Management
All credentials encrypted at rest, AES-256
System
Credential
Value
Status
Last rotated
Action
XC
Xcelerator
API Key
xcl_live_••••••••3f4a
Active
23 days ago
XC
Xcelerator
Webhook Secret
whk_••••••••2b5d
Expires in 14d
76 days ago
QB
QuickBooks
OAuth Refresh Token
refresh_••••••••8c2e
Active
11 days ago
QB
QuickBooks
Company Realm ID
9341••••••••7a91
Active
Permanent
How this works. All credentials are stored in our encrypted vault, never in source code or logs. PureLogics engineers cannot read raw secret values, only metadata. Rotations propagate to the Bridge and both source and destination systems within 60 seconds. Every read and rotation is logged for SOC 2 audit.
For your team's inbox · End of business each day

The Daily Digest.

Sync runs in real time, but every evening your team gets one branded email summarizing the day's activity. Clean days require zero clicks. Items needing attention are linked directly to the Exception Inbox.

When the automation needs a human · One-click resolution

Exception Inbox.

The Bridge handles the 99% on its own. The 1% that needs a human shows up here, with full context and a clear resolution path. Click any item to expand.

!
Invoice INV-4733 in Xcelerator has no match in QuickBooks
Hospital Group C $5,640.75 Detected at 14:23, today
▾
In Xcelerator
Invoice ID
INV-4733
Customer
Hospital Group C
Amount
$5,640.75
Status
Paid (Apr 28)
Service date
Apr 22, 2026
In QuickBooks Online
Invoice ID
Not found
Customer
Hospital Group C
Match confidence
100%
Suggested action
Create invoice in QBO
Recommendation. This invoice was likely entered directly in Xcelerator after a verbal agreement and never reached QuickBooks. Click Create in QB and the Bridge will create the matching invoice with the same line items, then mark it Paid.
⧉
Possible duplicate: "Hosp Grp A" vs "Hospital Group A"
2 customer records 5 invoices on Hosp Grp A Detected at 13:47, today
▾
Record A
Name
Hosp Grp A
Address
1 Riverside Plaza
Invoices
5 ($12,400)
Created
Mar 12, 2024
Record B
Name
Hospital Group A
Address
1 Riverside Plaza
Invoices
42 ($186,200)
Created
Jan 4, 2023
Recommendation. Same address. Same invoice format. Almost certainly the same customer. Merging will roll all 5 invoices from Record A into Record B and update Xcelerator with the canonical name.
⚠
Field conflict: phone differs for "Bank A, Park Ave"
Xcelerator: (212) 555-0100 QuickBooks: (212) 555-0145 Detected at 12:18, today
▾
Xcelerator
Phone
(212) 555-0100
Last updated
Apr 30, 2026
QuickBooks Online
Phone
(212) 555-0145
Last updated
Jan 18, 2025
Recommendation. Xcelerator was updated more recently. The Bridge defaults to using Xcelerator as source of truth, but you can override per record or change the rule globally in settings.
Where this can go · 3-phase plan

Roadmap.

Phase 1 stops the bleeding. Phases 2 and 3 unlock the upside. Each phase is independently valuable, sequenced so you can stop or extend at any boundary.

Active now
Phase 1, East Coast
The Bridge
  • Bi-directional sync between Xcelerator and QuickBooks Online
  • Real time, every change reflected within seconds in both systems
  • Customers, invoices, and payments all in scope
  • Mission Control portal with live activity feed and credential management
  • End-of-day digest email plus instant failure alerts
  • Exception Inbox for the edge cases
Risk profile
Low, replaces a manual Z Access workflow with a real time integration
Future
Phase 3
Insights Layer
  • Profitability per customer, per route, per driver
  • Late-payment risk scoring on accounts receivable
  • Demand forecasting feeding warehouse capacity planning
  • One-click reconciliation reports for accountant
  • Public API for your customers to plug their own systems in
Outcome
NPD as the platform, end-to-end visibility
Next step
Let us run the first sync on a sandbox in your QuickBooks.
Phase 1 kickoff covers data source confirmation, sample export review, sandbox setup, and a working POC against your real data.
Schedule kickoff
Reconciliation sweep in progress
Forcing a full sweep
Comparing Xcelerator and QuickBooks
0 of 359 records
Sync complete
14.2 seconds, 44 deltas reconciled
Customers created+3
Customers updated12
Invoice statuses set28
Skipped, no change required1
Routed to Exception Inbox1