PeasyOrders + QuickBooks Online integration

How the integration is designed to work

1. Connect QuickBooks Online. Authorize the connection with your Intuit login — standard OAuth, about two minutes. PeasyOrders imports your customers and items, then reads your past invoices once to propose each customer's pricing and build each account's order history. Nothing applies until you accept it.
2. Capture incoming orders. PeasyOrders ingests orders from email — body text plus PDF and spreadsheet attachments — and turns them into structured order drafts. Phone and texted orders are added in one click with manual entry.
3. Review the draft. Each line is matched to your QuickBooks Online customers and items and priced by that account's rules, with the source of every value shown. Ambiguous lines are flagged, not guessed. The system suggests; the operator validates.
4. Export to QuickBooks Online as an Estimate. When you confirm the draft, the order lands in QuickBooks Online as an Estimate by default — the document type is configurable, with Invoice as an option. Failed exports are visible and retryable.
5. 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
• Recurring spreadsheet orders that should produce a consistent draft each cycle
• PDF and spreadsheet orders that would otherwise require re-typing
• Phone and texted orders added in one click with manual entry
• Per-customer pricing applied and explained on every line — the pricing QuickBooks Online's API can't provide

What does the QuickBooks Online integration do?

PeasyOrders connects natively to QuickBooks Online: you authorize the connection with your Intuit login, PeasyOrders imports your customers and items, and every order your team reviews and confirms exports back as an Estimate. The goal is narrow and specific — stop re-typing line items into QuickBooks Online.

PeasyOrders is the order capture layer for small and mid-sized US wholesale distributors on QuickBooks Online. QuickBooks Online stays the accounting and financial system of record. The integration is a structured handoff between the two, so what enters QuickBooks Online matches what the customer actually ordered — and a person has reviewed it first.

How does the connection work?

Connecting takes about two minutes: you sign in with your Intuit login and authorize PeasyOrders through standard OAuth. From there, PeasyOrders reads two lists from your account and keeps them current:

• Customers — to match each incoming order to the right account.
• Items — to match order lines to the right products, including each item's base price.

On setup it also reads your past invoices once. That one-time read proposes each customer's pricing from what you actually charged and builds each account's order history, so "the usual" means something from day one. Proposed pricing is exactly that — proposed. You accept, adjust, or discard it before it applies.

Beyond that one-time read, PeasyOrders doesn't sync documents out of QuickBooks Online, doesn't write to your item list, and doesn't touch payments.

A typical session

1. Forward an order email — PDFs and spreadsheets included — to PeasyOrders. A phoned order is added in one click as a manual entry.
2. Review the structured draft: lines matched to your customers and items, each line priced by that account's rules with the rule shown, anything ambiguous flagged for you rather than guessed.
3. Confirm. The order exports to QuickBooks Online as an Estimate — or an Invoice, if that's how you've configured it.
4. Continue in QuickBooks Online as you always do.

Nothing exports until a person confirms it. The system suggests; the operator validates.

Email

AD

Ana Delgado

PO_8823.pdf

Review

Matched to your QBO customers & items

1 line flagged for your review

You confirm — nothing exports on its own

QuickBooks Online

Estimate created

or Google Sheets / CSV

Why does the export create an Estimate?

Because that's what the QuickBooks Online API offers integrations. QuickBooks Online added a native sales order to the product on Plus, Advanced, and Intuit Enterprise Suite, but its API doesn't expose a sales order entity — no integration can create one. The Estimate is the standard non-posting document that carries a full order into QuickBooks Online without touching your books; from there, QuickBooks Online can convert it into an invoice, or into a sales order on the plans that include one.

If you'd rather land orders as Invoices directly, the document type is configurable. Prices land net either way — tax is calculated by QuickBooks Online's Automated Sales Tax, never by PeasyOrders. And PeasyOrders never creates any document that records a payment; payments stay entirely inside QuickBooks Online.

What about customer-specific pricing?

QuickBooks Online can't hand your customer pricing to any integration. Price Rules — QuickBooks Online's per-customer pricing feature — has been in beta for years and isn't exposed in the API; the only price an integration can read is each item's base price. So PeasyOrders is the pricing engine itself, not a mirror of one.

On setup, PeasyOrders reads your past invoices once and proposes each customer's price from what you actually charged. You accept, adjust, or discard those proposals before anything applies. From then on, every captured line is priced by that account's rules, the rule that set each price is shown on the line, and a line PeasyOrders can't price is flagged instead of defaulting to list. It does not invent prices.

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.

QuickBooks Desktop is not supported. Intuit stopped selling Desktop to new US subscribers in 2024 (Enterprise excepted), and PeasyOrders integrates with QuickBooks Online only.

What happens if the connection drops?

You keep working. Orders keep arriving and drafts keep moving; the QuickBooks Online export pauses with a visible notice and a one-click re-connect. Export to Google Sheets or CSV keeps working in the meantime, and paused exports are retryable once the connection is back.

What does it cost?

Plans run $99, $199, and $349 per month by confirmed order volume, with a 30-day money-back guarantee — details on the pricing page.

The bottom line

If your back office runs on QuickBooks Online and someone on your team still re-types emailed orders into it, this integration is the fix: orders arrive as written, a person reviews every draft, and confirmed orders land in QuickBooks Online as Estimates with each customer's pricing already applied. To see the workflow end to end, start with how email orders reach QuickBooks.

Honest limitations

• PeasyOrders is not an accounting system and does not replace QuickBooks Online.
• QuickBooks Desktop is not supported. PeasyOrders integrates with QuickBooks Online only.
• PeasyOrders does not provide inventory management; on-hand quantities continue to live in your existing tools.
• Exports create an Estimate by default (Invoice is a configurable option) — never a native sales order, which the QuickBooks Online API doesn't expose, and never any document that records a payment.
• Customer-specific pricing can't be read from QuickBooks Online — its API doesn't expose it — so PeasyOrders maintains that pricing itself, proposed once from your past invoices and applied only after you accept it. It does not invent prices.