Easy QuickBooks EDI Integration
Automate EDI directly in QuickBooks to eliminate manual data entry, reduce errors, and meet your trading partners' EDI requirements—all from one cloud-based platform.
When EDI is manual, everything slows down
Growing order volume exposes the cracks. Every manual touchpoint in QuickBooks is a delay, an error risk, and a chargeback waiting to happen.
- Purchase orders retyped by hand from email or PDF into QuickBooks
- Invoices created one at a time, with plenty of room for costly mistakes
- EDI requirements tracked in spreadsheets no one keeps current
- New trading partner setup takes weeks of manual configuration
- No visibility into transaction status until a partner calls
- Purchase orders flow automatically into QuickBooks — no rekeying
- Invoices generated automatically as orders are fulfilled
- Retailer and trading partner EDI requirements met automatically
- New partners onboarded fast with guided, no-code setup
- Full visibility into every EDI transaction, start to finish
See QuickBooks EDI Integration in Action
Watch how Cleo simplifies QuickBooks EDI — from purchase order to invoice — in under three minutes.
Watch how Cleo simplifies QuickBooks EDI.
See how purchase orders automatically flow into QuickBooks and invoices are generated with minimal manual effort — all while meeting your trading partners' EDI requirements.
In just a few minutes, you'll see how Cleo helps you:
- Automate purchase orders and invoices
- Eliminate repetitive manual entry
- Gain real-time visibility into EDI transactions
- Improve order accuracy
- Scale without adding administrative work
Everything you need to automate QuickBooks EDI
One platform handles the full order-to-cash cycle in QuickBooks — no add-ons, no extra tools, no manual workarounds.
Works with your QuickBooks environment
Every document. Every direction. Every trading partner.
Cleo's QuickBooks integration handles the full lifecycle of each EDI document — not just the happy path.
- Standard X12 850 inbound processing from any trading partner
- Automatic QuickBooks Sales Order creation — no manual entry
- Field mapping for ship-to, items, quantities, and pricing
- Duplicate PO detection and rejection with error alerting
- Per-partner field overrides for retailer-specific requirements
- 810 generated automatically from the QuickBooks invoice
- Header and line-level charge, allowance, and tax mapping
- Cross-references back to the original 850 PO number
- Freight and special charge line handling
- Partner-specific invoice formats and segment rules
Connect QuickBooks to every partner in your network
Retailers, marketplaces, distributors, carriers — Cleo connects them all to QuickBooks through a single integration platform.
15+ years of trust: how LunchSkins scaled with Cleo + QuickBooks
LunchSkins, the women-owned, eco-friendly food storage brand behind the world's first self-sealing disposable paper bag, has relied on Cleo for more than 15 years to keep its QuickBooks environment connected to major grocers and retailers — without adding headcount.
I have personally worked with this group for over 15 years. Their solutions and support are outstanding.
LunchSkins runs its order-to-invoice process on QuickBooks, and Cleo's Fulfillment Portal keeps that system in sync with the retailers and grocers it ships to every day — with zero manual re-entry. When LunchSkins migrated from QuickBooks Enterprise to QuickBooks Online, Cleo managed the transition end-to-end with no disruption to order flow.
From signup to live in days
Cleo's guided onboarding gets your QuickBooks EDI live fast — without a lengthy IT project.
Teams that trust their EDI
We eliminated manual order entry in QuickBooks and scaled operations without adding headcount.
Cleo gave us visibility into every EDI transaction — something we never had before. We catch issues in minutes, not when a customer calls.
We onboard new trading partners in a fraction of the time. What used to take weeks now takes days.
With Cleo, our whole order-to-invoice cycle in QuickBooks got faster — and a lot more accurate.
Ready to Automate QuickBooks EDI?
Connect QuickBooks with your trading partners through one cloud-based EDI platform and eliminate manual processing.
We value the 10-year relationship Cleo’s built with us
At the end of the day, we want to be easy to do business with … Cleo helps us accomplish that goal by allowing us to better communicate with both customers and partners. You can’t put a price on that.
Michael Hegarty
Vice President of Technology
