How-to
How to automate order entry in QuickBooks Enterprise from emailed POs
Customers email you purchase orders as PDFs and plain text, and someone re-types each one into QuickBooks Enterprise by hand. Here is how to automate that order entry end to end with OrderPier, so a forwarded email becomes a validated QuickBooks Enterprise sales order.
5 steps
start to first order
Any format
PDF, scan, or email
Self-serve
no IT project
IIF
into QuickBooks Enterprise
What you will set up
Forward a customer's PO email to OrderPier, it reads and validates the order against your QuickBooks Enterprise data, you review anything uncertain, and the sales order is created, with no per-customer templates to build.
Step 1: Get your OrderPier order inbox
When you sign up, OrderPier gives your workspace a dedicated inbound email address. This is where customer purchase orders go to become QuickBooks Enterprise orders.
Step 2: Forward or auto-forward the PO emails
- Forward a single customer order to your OrderPier address to try it.
- Or set an auto-forward rule on your shared orders mailbox so every PO flows in automatically.
- Attachments, scans, and plain-text order emails all work. No special format is required.
Step 3: OrderPier reads and matches the order
OrderPier extracts every field and line item, then matches them to your QuickBooks Enterprise customers, items, and pricing, scoring each field for confidence. A layout it has never seen works on the first order.
Step 4: Review anything flagged, or auto-post
Confident orders can post automatically. Anything uncertain waits in a review queue with the flagged field next to the source document, so a CSR resolves it in seconds. Nothing is ever guessed into QuickBooks Enterprise.
Step 5: Import the order into QuickBooks Enterprise
OrderPier generates a QuickBooks Enterprise-ready IIF file from each approved order. Download it from the order and import it in QuickBooks Enterprise the same way your team handles any other batch import.
Setup questions
- How do I automate order entry in QuickBooks Enterprise?
- Point OrderPier at the mailbox where customer POs arrive. It reads each emailed order, matches it to your QuickBooks Enterprise customers, items, and pricing, and produces a QuickBooks Enterprise import file after a quick review of anything uncertain. There are no per-customer templates, so it automates order entry from the very first PO, including formats it has never seen before.
- How do I forward a PO email as an order in QuickBooks Enterprise?
- Forward the customer's purchase order email to your OrderPier inbound address. OrderPier reads the PO, matches it to your QuickBooks Enterprise data, and produces a QuickBooks Enterprise import file after you approve it. To do this at scale, set an auto-forward rule on your shared orders mailbox so every PO flows in automatically, with a review step for anything uncertain.
- Can I turn PDF attachments into QuickBooks Enterprise sales orders?
- Yes. PDF attachments are the most common case. OrderPier reads digital PDFs, scans, and images, extracts the order, and turns it into a validated QuickBooks Enterprise order. There are no templates to set up per customer or per layout.
- Do I need EDI to automate orders into QuickBooks Enterprise?
- No. This flow is for the customers who email POs, which is exactly the volume EDI never covers cost-effectively. Keep EDI for the partners that have it, and let OrderPier automate the emailed long tail into QuickBooks Enterprise.