Maximize capabilities with QuickBooks EDI Integration

by | Jan 22, 2020 | Automation, Compliance, Data Management, Retailers, Suppliers

At some point in your business’s evolution, manual processes are going to get in the way of your ability to grow and scale your operations Let’s say you’re a small to a mid-sized supplier or a retailer who currently uses QuickBooks as your ERP solution. You’ve decided that this is the year to expand/enhance your current system, which is excellent, but there are a few additional considerations you may want to think about before you commit to making the leap –– including the value of a QuickBooks EDI integration.

  • Find a solution that checks off all your “must-have” functionality boxes. 
  • Evaluate your trading partner requirements.
  • Integrate EDI at the same time as implementing other changes to your ERP to weave automation into your processes.

Let’s examine how to incorporate SPS Fulfillment (EDI) into your QuickBooks solution. Here’s how to begin.

Start with an audit of your existing capabilities.

Your ERP solution will need to be able to scale and change as your company grows, so answer four primary questions first:

  1. How well is your current QuickBooks solution working for you now?
  2. What are your current process pain points?
  3. What are your process/system must-haves vs. the nice-to-haves?
  4. Where do you want to be in 12, 18 or 24 months, even 5-10 years down the road?

Taking these steps at the beginning of your process will give you a good idea of what you’ll need immediately and into the future as your business grows.

Make a list of all your necessary trading partner requirements.

Imagine not being able to send accurate invoices (based on what shipped), or, create a packing slip because you missed one or two areas of trading partner compliance by doing this task manually?

Unless you want to continue spending hours reconciling invoices, finding and confirming purchase orders, advance ship notices (ASN), etc., you’re going to need an EDI solution that is purpose-built for QuickBooks.

SPS Commerce Fulfillment EDI for Intuit QuickBooks is a system extension to your existing QuickBooks instance, expanding the capabilities of your system to make it more robust and automated.

Here’s how to combat challenges with custom data and compliance

  • Automatically map EDI data to practically every possible IMS, OMS, and WMS with SPS Commerce EDI for QuickBooks. Simply connect your system into ours (or we can map to yours), and you can instantly exchange data with all of your trading partners.
  • Easily scale and reduce errors, staffing costs, and order processing time. Shift your customer order entry and document exchange from several manual steps to a single ‘click’ and the ability to manage disruptions by exception and streamline your order to cash process.
  • Enhance your QuickBooks capabilities. Information continually changes when you are adding new items to your system or selling new items to an existing customer. EDI for QuickBooks can increase your overall productivity and decrease costs, allowing you to scale your business quickly and painlessly.

Ready to take the next step with Intuit QuickBooks EDI integration?

EDI integration for QuickBooks means all of the manual tasks you are currently doing by hand are automated, easily managed, and in-sync with your system.

To learn more about how SPS Commerce can help you select or expand your QuickBooks solution, and make sure it integrates with our EDI platform and fulfillment solution, please ask to speak with one of our SPS retail and supply chain experts.

SPS Commerce Blog Team