QuickBooks EDI

QUICKBOOKS® INTEGRATION FOR WEB EDI

The QuickBooks integration for WebEDI provides an efficient way to load customer orders directly into QuickBooks
Sales Orders and send QuickBooks Invoices to EDI customers.

STREAMLINE QUICKBOOKS SALES ORDER ENTRY
AND INVOICE PROCESSES

WebEDI users can load customer Purchase Orders (POs) and invoices directly into QuickBooks and send invoices created in QuickBooks to WebEDI for conversion to EDI and delivery to customers. This saves time and reduces manual Sales Order entry errors. The integration can also keep transactions, customer information, items, and terms synchronized between WebEDI and QuickBooks.

HOW WEB EDI WORKS WITH QUICKBOOKS

1Your customer sends an EDI PO the way they do with all of their EDI suppliers.

2You receive an email alerting you a PO has arrived. Then you log into WebEDI using a web browser.

3You process your new PO for viewing and printing in a readable format. WebEDI then sends an EDI acknowledgment back to your customer confirming you received the PO.

4From within WebEDI, you select “Export to QuickBooks”. This displays a list of EDI POs that can be loaded into QuickBooks as Sales Orders the next time it connects to WebEDI.

5When you’re ready to invoice, you can either create your invoices within WebEDI and export to QuickBooks or import your invoices created within QuickBooks to WebEDI.

6By processing the WebEDI Outbox, your invoices are converted to EDI and delivered to your customer.

WebEDI users can load POs and invoices directly into QuickBooks and send invoices created in QuickBooks to WebEDI for conversion to EDI and delivery to customers.

QUICKBOOKS INTEGRATION FEATURES AND BENEFITS

  • Reduce QuickBooks Sales Order entry time and avoid data entry errors.

  • Turn QuickBooks Sales Orders into Invoices and send as EDI to customers or export invoices created within WebEDI to QuickBooks.

  • Synchronize customers, items, and terms between QuickBooks and WebEDI.

  • Locally installed or hosted versions of QuickBooks Premier and Enterprise are supported.

  • Match WebEDI customer information to QuickBooks records using the web-based cross reference tool.

  • Integration with WebEDI uses the standard Intuit QuickBooks Web Connector.