QUICKBOOKS ENTERPRISE AND EDI

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.

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 in 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.

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.

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

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 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.

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.

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