Integrating Quickbooks through EDI automation

1. QUICKBOOKS ENTERPRISE
AND EDI

2. EDI ORDERS AND QUICKBOOKS
• Customer orders are entered in QuickBooks Enterprise as Sales orders.
• This gives the flexibility to ship them and create invoice in one step.
• Also QuickBooks will update inventory when sales orders are shipped.

3. EDI ORDERS PROCESSING
• Some of the customers may send invoices through EDI.
• For example, large customers like Amazon Vendor central, Grainger, Fry’s electronics sends their
orders through EDI.
• There are many ways of handling these orders.
• One of the process is to receive these orders through Email or log into customer portal to note down
the order details.
• Later, these orders are to be entered into QuickBooks Enterprise as Sales orders.
• This is manual Key in process and is not efficient.
• It will also lead to input errors and quantity errors. Better option is to process them through EDI.

4. CUSTOMER ORDERS AND SALES ORDERS
• In one of our earlier posts on Amazon Vendor Central EDI , we explained how to do
EDI Integration with EDI customers.
• When EDI customers send purchase orders, it should be posted into QuickBooks as
Sales orders.
• EDI Service providers like TPSynergy do this process automatically avoiding any
data entry work.
• As the orders are processed electronically, there is minimum risk for data errors.
• Customer purchase orders are automatically posted into QuickBooks Enterprise as
Sales orders.

5. SHIPPING OF CUSTOMER ORDERS
• When it is time to ship the orders, it can be done in QuickBooks itself or in the EDI
system like TPSynergy .
• It is necessary that the EDI system should be able to handle partial shipments.
• When shipments are made invoices will be created automatically.

6. EDI INVOICES AND QUICKBOOKS INVOICES
• EDI customers will need the invoice to be sent through EDI -810 format.
• The invoices can be created in the QuickBooks Enterprise system or in the EDI system and then post it
back into QuickBooks Enterprise.
• TPSynergy EDI system for example provides UCC-128 Shipping Labels as per customer requirements.
• Hence shipping the orders within the EDI system will meet both printing requirements and also
Invoicing requirements.
• Once invoices are sent to customer through EDI, same invoice should be posted into QuickBooks
Enterprise.
• While posting the invoices into QuickBooks Enterprise, sales order is linked.
• So the sale order will be closed automatically.

7. CONCLUSION
• It is possible to add EDI Integration into QuickBooks Enterprise easily if the right
software is used.
• Customer EDI requirements can be met from within QuickBooks itself and there is
no need for any expensive EDI software

8. TPSYNERGY.COM LLC
Email: marketing@tpsynergy.com
Ph: 512-827-7407