Landing a big retailer is the win. Living inside their EDI portal is the tax. We turn portal invoices into matched QuickBooks invoices, mirror the numbers both ways, and stage everything for your final send.
Get a free teardown No call. The whole thing runs by email.Big retailers run on EDI. For them it is infrastructure. For a small brand it is a second bookkeeping job: 810 invoices that have to be validated, released, and sent inside a vendor portal, then re-created by hand in QuickBooks so your books match what the retailer sees.
Every invoice touched twice. Every number copied across by eye. One transposed digit and the chargeback email arrives weeks later.
The automation does the double-entry for you. It reads the invoices in your EDI portal (eZCom Lingo, SPS Commerce, TrueCommerce, and similar), drafts the matching invoice in QuickBooks, mirrors the QuickBooks invoice number back onto the EDI document, and stages the portal invoice through its validate and save cycle. The final release stays yours.
You stay in control. Invoices are staged, never auto-released. Nothing goes to the retailer and no money moves without you.
The workflow is built around web-based EDI portals such as eZCom Lingo, SPS Commerce, and TrueCommerce. If your retailer connection runs through a vendor portal you can log into, it can usually be automated.
No. Invoices are validated and staged, and the QuickBooks side is drafted to match. The final release and send stays a human action.
Yes. The QuickBooks invoice number is mirrored back onto the EDI invoice so the retailer document and your books always reference each other.
That is what the monthly management covers. When a portal or a compliance rule changes, we fix the workflow. That is our job, not yours.
Related: Faire invoicing ยท pricing
Free written teardown of your wholesale back office. No call, no obligation.
Get a free teardown No call. The whole thing runs by email.
Airscape Works