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QuickBooks Order Management: From POs to Full B2B Integration

As a B2B supplier, QuickBooks is often the first system you invest in to keep your financials organized. Whether you’re on QuickBooks Online or QuickBooks Desktop, it’s powerful for accounting and invoicing. But when it comes to order management, QuickBooks alone falls short.

Many businesses discover this when they try to:

  • Create purchase orders in QuickBooks Online, and realize it doesn’t handle complex catalogs or multi-tier pricing.

  • Use QuickBooks but still have to manually re-key orders.

  • Sell to retailers who require EDI compliance.

 

The Limits of QuickBooks for Order Management

QuickBooks can handle basic purchase orders. But for growing B2B companies, limitations appear quickly:

  • Customer Self-Service → QuickBooks doesn’t give your buyers a B2B ordering portal.

  • Purchase Orders in QuickBooks → Creating them is simple for single customers, but not scalable across segmented catalogs or special pricing.

  • Complex Pricing → QuickBooks doesn’t natively handle multiple price lists.

  • Sales Reps → No native sales rep app to take orders in the field.

  • EDI Integration → QuickBooks can’t natively connect to retail portals.

  • Inventory Visibility → Unless you upgrade to higher-cost versions, you won’t see real-time stock or allocations across channels.

For a supplier trying to scale, these gaps drive up cost per order, slow fulfillment, and frustrate customers.

As frustrating as QuickBooks limitations are, at the end of the day, it does what it was designed for - accounting.  While many suppliers will eventually migrate to an ERP as a means of closing the gaps QuickBooks leaves, order management still remains in silos. Whether it's QuickBooks or an enterprise-grade ERP, these systems are industry agnostic, meaning they service your needs as a manufacturer, a B2B SaaS company, and a hospital all at once. Their core function is not order management. 

The key is to use a B2B order management layer alongside QuickBooks. If you’re already getting what you need from QuickBooks for your accounting and invoicing needs, why disrupt that?



How OrderEase Extends QuickBooks Order Management

Instead of replacing QuickBooks, you can extend it. That’s where OrderEase comes in.

OrderEase integrates directly with QuickBooks to create a complete B2B order management system that gives customers and sales reps a modern ordering experience.

Here’s how it works:

 

QuickBooks Order Management: Customer Ordering Portal

QuickBooks doesn’t have a way for customers to place orders directly. That means you’re stuck receiving them through email or retailer's portals and re-keying data into QuickBooks.

With OrderEase:

  • Customers log in to a branded ordering portal, see custom catalogs, and submit digital orders.

  • Orders flow straight into QuickBooks.

 

QuickBooks Order Management: Digital Catalogs

Managing print catalogs is slow and costly and by the time they’re in your customers’ hands, the products or pricing may already be out of date.

With OrderEase:

  • Your team can create unlimited digital catalogs.

  • Launch new products instantly instead of waiting for the next print run.

Outcome: Faster time-to-market, lower costs, and customers always see the most up-to-date catalog tied to your QuickBooks data.

 

QuickBooks Order Management: Multi-Pricing Levels

QuickBooks doesn’t natively support complex pricing structures. Many wholesalers end up duplicating products or building messy workarounds just to handle contract pricing.

With OrderEase:

  • Set up customer groups and assign tiered or contract pricing.

  • Bulk-edit pricing and run promotions without touching QuickBooks product codes.

 

 

QuickBooks Sales Rep Tools

For sales reps on the road, QuickBooks alone doesn’t help them write or manage orders. They’re often stuck with pen and paper or spreadsheets.

With OrderEase:

  • Reps can build orders on the go and sync them directly to QuickBooks.

  • Orders can be held for review, giving reps the opportunity to upsell before finalizing.

 

QuickBooks and EDI Integration

For suppliers selling to large retailers, EDI is often unavoidable. But QuickBooks isn't EDI compliant, and most third-party EDI providers are costly, fragmented, and hard to scale.

With OrderEase:

  • Workflows are standardized and automated across multiple retailers and trading partners.

  • EDI costs are reduced compared to traditional providers.

 

Why Extend QuickBooks with OrderEase?

QuickBooks is great for accounting, but it wasn’t designed for modern B2B order operations. By adding OrderEase, you transform QuickBooks into a true order management system: 

The result? Lower costs, fewer errors, and a scalable way to manage B2B orders without leaving QuickBooks.

👉 Ready to see how it works?  Book a discovery call and we’ll show you how OrderEase extends QuickBooks to support every part of your B2B order operations.

Meet the author

Harmonie Poirier is Head of Marketing at OrderEase, a B2B Order Management System that helps suppliers automate orders across marketplaces, eCommerce, EDI, and ERP systems. She writes on order automation, digital supply chain strategies, and B2B eCommerce growth.

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