Integration
Turn the PDF and email purchase orders your customers already send into clean QuickBooks sales orders and invoices, matched to your items and customers, ready to review. No manual entry, no new portal for buyers to learn.
QuickBooks Online was never built to receive wholesale POs. So your team retypes every order by hand, and the longer it takes, the later you invoice and the later you get paid.
Every PDF and email PO gets keyed into QuickBooks line by line, all day long.
You juggle estimates and invoices to fake a sales-order flow, then re-enter it all on confirmation.
PO descriptions rarely match your QuickBooks items, so every line is a manual lookup.
Matching the buyer to the right QuickBooks customer, and creating new ones, eats time.
A mis-keyed quantity or item becomes a wrong invoice, a credit memo, and an awkward call.
An order you have not entered cannot be invoiced, stretching your cash conversion cycle.
Process a 100+ line PO into QuickBooks in minutes, not hours. Your team stops retyping and gets back to serving accounts. 10× more efficient · 100+ lines in under 4 minutes Accuracy
Every line is matched to your QuickBooks items, even with no item code, and the buyer to your customer list, consistently. Fewer wrong invoices · fewer credit memos Cash
Orders invoiced the same day instead of waiting in an inbox. Faster order-to-cash and a shorter cash conversion cycle. Shorten your cash conversion cycle
LevelOps sits between your customers and QuickBooks Online. It reads the orders they send, validates them against your catalog and accounts, and writes a clean sales order or invoice, ready to review.
Send incoming orders to a dedicated address, or upload them. LevelOps reads whatever your customers send. 02 · Validate
Identify the customer, match each line to your QuickBooks items, even with no code, and capture PO number, terms and tax. 03 · Route
Write a clean, validated sales order or invoice into QuickBooks, ready for one-click review and send. Most order tools need a master-data integration and a rules build before you see value. LevelOps delivers matched, priced QuickBooks orders from day one, on the data you already have. No master-data project Value from day one Learns over time
LevelOps writes clean sales orders and invoices straight into QuickBooks Online, no copy-paste, no migration, no portal for your buyers. When a customer changes their PO format next month, nothing breaks.
5.0 on the Shopify App Store LevelOps is effectively helping us become a more efficient business by automating drudgerous tasks. Their willingness and ability to improve was impressive. Manually processing B2B orders is something you simply have to deal with if you want to keep specific customers. LevelOps reads orders in various formats and converts them to draft orders for final review. Awesome app and awesome team! LevelOps was exactly what we needed to save manual processing time entering emailed purchase orders into our B2B store. It is literally reading my PDF and uploading a 100+ item order in under 4 minutes. This just made us 10x more efficient. Such a timesaver and super easy to implement! We process purchase orders via EDI, PDF, Excel or email and the entire process has been seamless. The team always listens to feedback.
LevelOps reads your inbound purchase orders and creates the matching sales order or invoice in QuickBooks Online, mapped to your existing items and customers. Book a demo and we will confirm the exact setup for your workflow.
PDFs, plain-text and HTML emails, scanned documents, Excel and CSV attachments, plus the order documents your EDI platform produces. There is no required template.
Matching is highly accurate even with vague descriptions or missing codes. Every order is created for your review first, and LevelOps flags any line it cannot confidently match so nothing wrong is sent.
Yes. The PO number, billing contact, payment terms and tax status are extracted and carried into the QuickBooks record so it is complete and ready to invoice.
Most teams are processing live orders within their first week. We handle the setup with you, so there is no master-data project and nothing to configure on your own.
Absolutely, that is what the free assessment is for. Send us a real PO and we will show you the exact QuickBooks output before you commit.
Show us a real purchase order and we will walk you through exactly how LevelOps turns it into a QuickBooks sales order, line by line. No commitment.
