QuickBooks Desktop EDI Integration
Automate Your Order-to-Cash Process Right From Your Accounting System
QuickBooks Desktop is the backbone of many small to mid-sized businesses. But manually retyping EDI orders and invoices can slow you down and introduce errors. Our EDI integration plugs directly into QuickBooks Desktop—automating key sales, purchasing, and fulfillment documents so you can keep your accounting process in sync with your trading partners.
Why Integrate EDI with QuickBooks Desktop
- Seamless Accounting Workflow
- Automatically import purchase orders, export invoices, and process acknowledgments without leaving QuickBooks.
- Reduce Manual Entry
- Eliminate the need to re-key data just because a customer uses EDI.
- Improve Accuracy
- Automation minimizes costly typos, mismatches, and reconciliation headaches.
- Boost Efficiency
- Spend less time on order entry and more time on strategic financial work.
Supported Documents
Our QuickBooks EDI integration supports the most common and critical EDI transaction types, including:
- 850 — Purchase Order
- 810 — Invoice
- 856 — Advanced Ship Notice (ASN)
- 855 — Purchase Order Acknowledgment
- Inventory updates and other partner-specific document types
Key Capabilities
- Automated Order Import
- Incoming EDI purchase orders are mapped directly into QuickBooks sales orders, removing manual entry and processing delays.
- Invoice & ASN Generation
- Outbound invoices and ASNs are created in QuickBooks and sent through EDI, tied to the corresponding transactions.
- Partner Mapping & Validation
- We configure EDI maps to match each trading partner’s specifications and apply validations to ensure documents are accurate and compliant.
- Real-Time Transaction Visibility
- Track EDI status, document acknowledgments, and transaction history from within an integrated dashboard.
- Compliance Management
- As partner requirements change, we maintain your maps and compliance rules—so you don’t have to manage updates on your own.
Business Benefits
- Save Time
- Turn hours of manual entry into minutes of automation—so your team can focus on strategic finance tasks.
- Reduce Errors
- Remove guesswork from order entry and invoicing; reduce chargebacks and data mismatches.
- Accelerate Payment Cycles
- Automatically generate invoices and send them via EDI, helping you get paid faster.
- Scale Without Overhead
- Add new trading partners without adding administrative burden—our platform handles the mapping and spec changes.
- Full Audit Trail
- Maintain a transparent, traceable record of all EDI transactions directly in QuickBooks.
How It Works — High-Level Workflow
- Connect QuickBooks Desktop to the EDI Platform
- We configure your system and set up the translators and maps.
- Import & Validate Inbound Orders
- Purchase orders arrive via EDI and are automatically loaded and validated in QuickBooks.
- Generate Outbound Documents
- Invoices and ASNs are created from your QuickBooks entries and sent out via EDI.
- Monitor & Manage Transactions
- Use our dashboard to see order status, acknowledgments, and any issues that need attention.
- Maintain & Grow
- As you bring on new customers, we build their specs and maintain the necessary EDI maps.
Who This Is For
- Small to medium merchants who rely on QuickBooks for financials
- Wholesalers and distributors handling EDI orders
- Companies with manual order-entry bottlenecks
- Businesses that want to scale without ballooning their accounting workload
Ready to Get Started?
Integrating EDI with QuickBooks Desktop gives you fast, reliable, and automated order and invoice processing—right where your finance team works.
Schedule a demo or contact us today to see how our integration can streamline your EDI workflows and improve your bottom line.
