PeasyOrders
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Features

What PeasyOrders does

A focused order-capture layer for small and mid-sized US wholesale distributors on QuickBooks Online. It compresses the read–decipher–price–retype cycle into review and confirm.

  • Email
  • PDF attachments
  • Spreadsheets

Capture

Reads the email, the PDF attached, and the spreadsheet.

The whole email becomes one draft — body text, PDF purchase orders, spreadsheets. Phone orders? Add them in one click with manual entry: same editor, same pricing, same export. Photos and scans: coming soon.

Inbox

2 messages
DW

Dana Whitfield

Fri 9:11 AM

dana@harborcafe.com

Subject

friday order

hey! usual bread order for friday + 2 cases of the sparkling lemonade. oh and swap the sourdough for rye this week. PO attached —dana

PO_HarborCafe.pdf · 84 KB

DW

Dana Whitfield

Fri 10:02 AM

dana@harborcafe.com

Subject

Re: friday order

hey again — small change: make it 3 cases of the lemonade instead of 2. also add olive oil, a dozen boxes should do. updated sheet attached —dana

Order_update.xlsx · 9 KB

Drafts

Flags, not guesses

Only data the system is sure of gets pre-filled. Anything ambiguous is flagged for a human decision. Anything missing stays empty until your team fills it in. When only your customer has the answer, ask them by email — the reply links back to the order. Nothing is submitted automatically.

  • Pre-filled

    Rye Loaf · 6 units

  • Confirm quantity

  • Add

Pricing

The right price for every customer, every time — the pricing QuickBooks can't do.

Connect QuickBooks and PeasyOrders reads your past invoices — once — to propose each customer's price for each product. You accept, adjust, or discard; you can also import prices by CSV. Every applied price shows the rule that set it: customer price, list price, or base price.

Pricing · Harbor Café

  • Olive Oil 500 ml

    $8.40

    Customer price

  • Rye Loaf

    $3.80

    Customer price

  • Sourdough Loaf

    $4.10

    List price

Proposed from your past invoices — nothing applies until you accept it.

Traceability

Every number knows where it came from

Hover any value and see its source — the exact email, who sent it, when. Every order keeps a full timeline. You review everything before it touches QuickBooks.

hey again — small change: make it 3 cases of the lemonade instead of 2. also add olive oil, a dozen

DWDana Whitfield · Fri 10:02 AM

  1. Email received

    Fri 9:11 AM

  2. PDF attachment parsed

    PO_HarborCafe.pdf

  3. Follow-up email

    Fri 10:02 AM · "make it 3 cases"

  4. Draft updated

    flagged for your review

  5. Validated by Sam (operator)

  6. Sent to QuickBooks Online

Export

From review to QuickBooks in one click

A final review step always: complete what's missing, confirm, and the order lands in QuickBooks Online as an Estimate (configurable) — or exports to Google Sheets and CSV. On confirm, PeasyOrders can also send your customer a structured order confirmation (configurable, with per-customer opt-out). Export issues are visible and retryable, never silent.

Review & confirm

Harbor Café · 4 lines

2 items need your review

Confirm → QuickBooks Online

or export to Google Sheets / CSV

Team

Built for a small office, not an IT project

Self-serve onboarding. Two roles: an admin who manages settings, users, billing, and the QuickBooks connection — and operators who process and validate orders. Every plan includes 3, 6, or 12 users — the first user is the admin, who invites the rest. Usage is always visible: clear warnings at 70% and 90% of your monthly quota, and at 100% only new confirmations pause until you upgrade.

QuickBooks Online

Connected

~2 min setup

Google Sheets · CSV

Export instead

Admin × 1Operator × 2

What PeasyOrders does not do

  • It is not an ERP.
  • It is not an accounting system.
  • It is not an inventory management system.
  • It is not a B2B marketplace or customer-facing portal.
  • It does not replace QuickBooks or your CRM.

Frequently asked questions

Is PeasyOrders an ERP?

No. PeasyOrders is an order capture layer. It complements systems like QuickBooks Online rather than replacing them.

Does PeasyOrders manage inventory?

No. Inventory remains in your existing tools. PeasyOrders produces structured order drafts from the SKU information you provide.

Do customers need to log in to a portal?

No. PeasyOrders is built for distributors whose customers will not adopt a portal. Customers keep emailing orders the way they already do — and phone orders can be added manually in one click.

Which QuickBooks does it work with?

QuickBooks Online, with a native integration. QuickBooks Desktop is not supported.

Try PeasyOrders on your real orders

30-day money-back guarantee. If PeasyOrders doesn't save your team real time in the first month, reply to any of our emails and we'll refund you in full. No forms, no phone calls.

See plans and pricing

30-day money-back guarantee