Easy QuickBooks EDI Integration
Make your QuickBooks EDI integration easy with an affordable, cloud-based EDI
portal and meet your trading partners' requirements.
QuickBooks EDI Integration Overview
Manage bookkeeping effortlessly with QuickBooks EDI integration. Cleo’s QuickBooks EDI Integrator combines the power of our cloud-based web EDI solution with QuickBooks Desktop or QuickBooks Online.
Easily integrate to QuickBooks and meet trading partner requirements
Reduce time and labor by streamlining your EDI transaction processing with the powerful, easy-to-use, web EDI solution and QuickBooks.
- Seamlessly integrate web EDI with QuickBooks while maintaining portal access as needed
- Process non-integrated EDI transactions when required
- Gain complete visibility into process flows with detailed reporting capabilities
- Receive email notifications for inbound messages and outbound error alerts
- Connect your web EDI with shipping services, such as ShipStation, FedEX, or UPS, with the ability to also generate labels
Why Integrate Your EDI into QuickBooks?
Manual entry into QuickBooks is a recipe for errors, chargebacks, and is costly to scale. QuickBooks EDI integration automates these processes to give you speed and accuracy.
Purchase orders convert instantly into QuickBooks sales orders and invoices. Shipments trigger automated invoices. And inventory data syncs in real time, so you’re never overselling or understocking.
And it doesn't stop there:
Every inbound and outbound EDI document flows automatically to your QuickBooks system. Manual processes disappear, along with costly errors and delays. And you gain complete visibility and control across your QuickBooks ERP and other internal applications.
Get started with #1 rated QuickBooks EDI integration solution
Features of Cleo's QuickBooks EDI Solution
Cleo offers features designed to make QuickBooks EDI processes fast and easy.
With Cleo's EDI Software
vs
Without Cleo's EDI Software
Receive real-time alerts for inbound orders that flow into QuickBooks
Missed or delayed orders due to lack of real-time alerts
Auto-fill response documents that reduce manual data entry into QuickBooks
Slow, manual data entry that causes costly errors
Simple audit and fulfillment processes through dynamically organized EDI documents
Disorganized document storage and difficult retrieval during audits or fulfillment
Complete visibility of order statuses whether unfulfilled, partial, or complete orders
Confusing, discombobulated visibility into orders and live order statuses
Pair with Auto-Pack ASN for rapid order response
Delays in ASN creation due to disconnected catalog systems
Easily process and print multiple documents and labels at once
Inefficiency when processing documents or labels one-by-one in high-volume scenarios
Seamlessly integrate with QuickBooks including other internal systems
Disjointed systems requiring repetitive data entry across QuickBooks and other applications.
QuickBooks EDI Integrations
Ready for an easy QuickBooks EDI integration?
What QuickBooks EDI Transactions are Supported?
EDI 810 – Invoice
EDI 820 - Payment Order/Remittance
EDI 824 – Application Advice
EDI 830 – Planning Schedule with Release Capability
EDI 850 – Purchase Order
EDI 855 – Purchase Order Acknowledgment
EDI 856 – Advanced Shipment Notice
EDI 997 - Functional Acknowledgment
*EDI document requirements may vary.
What QuickBooks EDI Transactions are Supported?
With EDI integrated into your QuickBooks systems, you’re not just exchanging documents — you’re streamlining your entire order management process.
Join thousands of businesses already leveraging Cleo's flexible EDI services
Get clear answers about QuickBooks EDI integration
Dive into these case studies to see tangible results – from faster fulfillment to stronger partner connections – achieved with Cleo.
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Four Hands Quickly Creates Integrations with Cleo"Cleo has provided much greater flexibility across our critical operational systems."
Jim Anderson, COORead Case Study
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Lunchskins Chooses Cleo's Web EDI Solution"Cleo’s support team is outstanding. They always get the job done, allowing us to focus on what we do best - growing our business."
Shannon Peters, CFO / COORead Case Study
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Victrola Amplifies Omnichannel Order-to-Cash Automation"We are performing vastly better than when we had with our previous third-party managed service provider handling EDI for us."
Adam Schneider, Sr. Director of Enterprise Systems
Read Case Study
Read user reviews
- Ready for real-world results? Read our customer reviews and see why we’ve been rated a G2 Leader for 4 consecutive years.
Verified G2 User Before Cleo, we had seen issues with our internal APIs or custom connectors with EDI services (between our ERP and vendors). But with Cleo, we were able to solve them, and processes are running much efficiently and less error-prone.
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Verified G2 User Cleo has been a great software provider for us to use in our EDI Integration to our ERP.
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Mauro B. We were reliant on our ERP vendor to provide what we needed and were at their mercy for timelines and for cost. Now we are self sufficient and can also integrate with various systems.
