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EDI Integration with QuickBooks

EDI Solution for QuickBooks makes growing your business easier

Major retailers and many large customers require EDI because it eliminates keying errors, speeds up the order fulfillment cycle and reduces the cost of processing transactions. You can have these same advantages for your business with Data Integrator, a solution designed to make EDI efficient for small businesses. All versions of QuickBooks are supported:

  • Online
  • Pro
  • Premier
  • Enterprise

Data Integrator is a simple-to-use solution that combines the comprehensive functionality of MyB2B with a QuickBooks interface certified by Intuit, makers of QuickBooks.  You will be able to:

  • Quickly become compliant with any EDI customer’s requirements while directly integrating EDI transactions with any version of QuickBooks
  • Save time and eliminate manual key entry of Electronic Data Interchange (EDI) purchase orders, and invoices by importing data into QuickBooks
  • Deliver customer satisfaction by having the capability to quickly and accurately process thousands of orders, shipments and invoices per month
  • Avoid costly charge-backs through ease of use and validation of transactions
  • Grow your businesses efficiently by optionally interfacing with 3PL’s, warehouses, inventory systems, and shipping provider’s systems such as UPS Worldship and Federal Express.
  • Advance Ship Notices (ASN’s) and shipping labels that meet your customers' requirements are included in the solution.
  • Read a QuickBooks case study.


EDI purchase orders can be interfaced with QuickBooks anytime 24 X 7. Purchase order information such as item, quantity, price, date for shipment, PO date, and more are imported. Orders can be printed. Order notifications can be sent to as many people as needed. Any kind of EDI order is supported.

EDI orders can be interfaced into QuickBooks as sales receipts, sales orders, or as invoices. Order fulfillment is facilitated by support of UPC, SKU, buyer item number, and seller item numbers.

Information imported into the QuickBooks Premier and Enterprise editions can be used to adjust/relieve inventory and to manage orders using the sales order fulfillment worksheet tool.



Advance Ship Notices (ASN’s) and the associated GS1-128 (formerly known as UCC-128) barcodes shipping labels, packing slips, branded packing slips for drop ship suppliers, and pick lists are included. ASN fields are auto-filled from the purchase order and common fields are pre-set with default values. Extensive validation is designed to catch errors that cause charge backs.

Barcode shipping labels and branded packing slips can be printed on any printer.



Invoices are auto filled with data from purchase orders, and if applicable, ASN’s. Extensive validation is designed to catch errors and prevent charge backs.

Any type of EDI invoice is supported. Multiple invoices can be created automatically from multiple orders. If needed, purchase order lines can be split into multiple lines on invoices.



Order, ASN and invoice summary listings are available and can be filtered and sorted. Confirmation of ASN receipt and invoice receipt is available online to confirm EDI customers have received transactions that have been sent.


Any EDI transaction type

Any EDI transaction type required by an EDI customer is supported including purchase order, ASN, invoice, purchase order change, purchase order acknowledgment, planning schedule, product activity report, inventory inquiry, order inquiry, transportation document, distribution document, logistics document, remittance advices, warehouse order, warehouse shipping notice, and functional acknowledgment.


Any Industry

EDI compliance with customers in any industry is supported including retail, grocery, pharmacy, healthcare, automotive, shipping and transportation, industrial, wholesale / distribution and trucking solutions.


What do I need?

There is no software or hardware to worry about. Except for a one-time QuickBooks interface download, CovalentWorks solution is web-based so it frees you from concerns about software installation, maintenance, updates and testing.

Use any PC or Mac. View orders on a smart phone. CovalentWorks runs on secure servers accessible from anywhere in the world with an internet connection. Value Added Network (VAN) and AS/2 communication with your EDI business partners are included.

Forget about complicated technology headaches – CovalentWorks staff and smart technology manage your EDI requirements so you can focus on your business.


Online help provides fast answers to virtually any question. Even EDI customer specific instructions are included. Self-paced training videos provide training anytime that you or new employees need it. Online EDI best practices provide the benefit of CovalentWorks’ experience with thousands of EDI implementations since 1999.

Phone and email support are provided by experienced professionals who understand your customers’ requirements and are located in the United States. Your QuickBooks interface implementation includes an Intuit Certified Pro Advisor.


Satisfaction guarantee

CovalentWorks has been providing excellent EDI service since 1999 and is trusted by thousands of clients in the United States, Canada and around the world.

No long term contract is required. All clients have month-to-month agreements because great service and industry leading solutions are the keys to retaining satisfied clients.



All you need is an internet connection. CovalentWorks takes care of the rest and makes “EDI as easy as email®.”

Our web-based EDI services are as affordable as a cell phone. All services are scalable to your specific needs.


Certified by Intuit

CovalentWorks provides an affordable web-based EDI solution that improves order, shipping, and billing efficiency.

Everything you need is included in a simple-to-use solution that has been certified by Intuit, makers of QuickBooks.

We invite you to contact us if you would like our assistance in determining which EDI solution is the best value for your company. It's also a practical way for you to get to know us, and for us to get to know you.



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EDI Solution Comparison

Comparison Item




Web-based portal
Interfaces to other systems Optional
Complete turnkey solution: ✓*
GS1-128 bar code labels Optional
Web-based software
Works with 3PL
Phone and email support
Online help
Transaction mapping
Trading partner testing

All EDI Solutions Also Include:

Access from Anywhere

Unlimited number of users

No annual fee, no maintenance fee

No fee per EDI customer per month

Month to month agreement, no long-term contract

*IT support required during testing for B2BWorks.

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