Stop re-keying orders into QuickBooks
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.
Wholesalers & distributors automating order entry with LevelOps
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The payoff, in real numbers.
Typing purchase orders into QuickBooks
is slow, error-prone, costly
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.
Hours lost to retyping
Every PDF and email PO gets keyed into QuickBooks line by line, all day long.
No native sales orders
You juggle estimates and invoices to fake a sales-order flow, then re-enter it all on confirmation.
Item-matching headaches
PO descriptions rarely match your QuickBooks items, so every line is a manual lookup.
Customers typed by hand
Matching the buyer to the right QuickBooks customer — and creating new ones — eats time.
One typo, one wrong invoice
A mis-keyed quantity or item becomes a wrong invoice, a credit memo, and an awkward call.
Cash trapped in your inbox
An order you have not entered cannot be invoiced — stretching your cash conversion cycle.
Less manual work, fewer errors, cash sooner
5–15 hours back every week
Process a 100+ line PO into QuickBooks in minutes, not hours. Your team stops retyping and gets back to serving accounts.
Right the first time
Every line is matched to your QuickBooks items — even with no item code — and the buyer to your customer list, consistently.
Your cash lands sooner
Orders invoiced the same day instead of waiting in an inbox. Faster order-to-cash and a shorter cash conversion cycle.
From inbox to QuickBooks in three steps
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.
Forward the PO
Send incoming orders to a dedicated address, or upload them. LevelOps reads whatever your customers send.
- +PDF, email (body & attachment), Excel, CSV
- +Scanned documents and the documents your EDI platform produces
- +No template to build or maintain
Match to QuickBooks
Identify the customer, match each line to your QuickBooks items — even with no code — and capture PO number, terms and tax.
- +Customer auto-detected — even brand-new ones
- +Description-based item matching when there is no code
- +Exceptions flagged for a human before anything is sent
Into QuickBooks Online
Write a clean, validated sales order or invoice into QuickBooks, ready for one-click review and send.
- +QuickBooks sales orders & invoices
- +PO number, terms and tax carried through
- +Human-in-the-loop · learns from corrections
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.
Runs into the QuickBooks you already use
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.
Book a demo →Loved by wholesalers & distributors
5.0 on the Shopify App Store
Companies are looking for the magic AI wand. For me, LevelOps is the first easy step into AI — relevant, and you see the impact the day you install it.Anie Rouleau — Founder & CEO, The Unscented Company Read the case study →
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.
Questions, answered
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.
Stop typing POs into QuickBooks
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.