Integration · QuickBooks Online
PeasyOrders + QuickBooks Online integration
How PeasyOrders is designed to work with QuickBooks Online for small US wholesale distributors who want to stop re-keying orders by hand.
How the integration is designed to work
- Capture incoming orders. PeasyOrders is designed to ingest orders from channels like email, PDFs, spreadsheets, and screenshots — and from SMS and voicemail where transcription is available — and turn them into structured order drafts.
- Match line items to your SKU list. Drafts are designed to align with the SKU catalog you maintain so the right item codes, descriptions, and prices are used.
- Send a structured draft into QuickBooks Online. From a reviewed draft, the structured data is designed to land in QuickBooks Online — as an estimate or sales receipt — using the connection method available in your QuickBooks Online setup.
- Continue your normal QuickBooks Online workflow. Invoicing, payment collection, and reporting continue in QuickBooks Online exactly as they do today.
Supported workflows
- Email orders that need to land in QuickBooks Online as estimates or sales receipts
- Recurring spreadsheet orders that should produce a consistent draft each cycle
- PDF and screenshot orders that would otherwise require manual entry
- Voicemail orders captured as transcripts and turned into drafts
What this integration is for
The goal is narrow and specific: stop re-keying line items into QuickBooks Online.
PeasyOrders is the order capture layer. QuickBooks Online stays the accounting and financial system of record. The integration is a structured handoff between the two so that what enters QuickBooks Online matches what the customer actually ordered.
What this integration is not
It is not a replacement for QuickBooks Online. It is not an inventory system. It is not a tool that decides whether to invoice or collect payment on your behalf. Those decisions remain inside QuickBooks Online and inside your business processes.
A typical session
- Forward an order email (or upload a PDF, spreadsheet, or screenshot) to PeasyOrders.
- Review the structured draft. Confirm anything PeasyOrders flagged.
- Hand the draft to QuickBooks Online — as an estimate or sales receipt — using the connection method available in your QuickBooks Online setup. The mechanism (direct connection, structured export, or otherwise) depends on your current product configuration.
- Continue in QuickBooks Online as you always do.
Honest limitations
Customer-specific pricing, complex discounting, and inventory state remain owned by QuickBooks Online or your SKU catalog. PeasyOrders is designed to reflect what your back-office knows, not to override it.
If you are unsure whether your QuickBooks Online setup is a good fit, the email workflow page covers the most common entry point in more detail.
Honest limitations
- PeasyOrders is not an accounting system and does not replace QuickBooks Online.
- QuickBooks Desktop is not the primary target; the smoothest experience is QuickBooks Online.
- PeasyOrders does not provide inventory management; on-hand quantities continue to live in your existing tools.
- Pricing logic that lives only in QuickBooks Online (e.g. customer-specific price rules) must be reflected in your SKU/catalog data for drafts to use it.
Frequently asked questions
- Is this a native QuickBooks Online integration?
- PeasyOrders is designed to align with QuickBooks Online workflows so that structured order drafts can be brought into QuickBooks Online without manual re-keying. The exact integration mechanism (direct connection vs. structured export) depends on your QuickBooks setup; we describe the workflow conceptually here without overclaiming.
- Will PeasyOrders create invoices for me automatically?
- PeasyOrders is intended to produce a structured order draft ready for QuickBooks Online. Whether you create an estimate, sales receipt, or invoice from there is a decision you keep inside QuickBooks Online.
- What about customer-specific pricing?
- Customer-specific pricing typically lives in QuickBooks Online or your SKU catalog. PeasyOrders is designed to respect what you provide; it does not invent prices.
Related pages
See how PeasyOrders fits your workflow
Designed for small US wholesale distributors who still receive orders by email, SMS, voicemail, PDFs, and spreadsheets.