QuickBooks Desktop + Orderwerks
Give your B2B customers a 24/7 ordering portal that syncs with QuickBooks Desktop and Enterprise
Professional setup included with your Orderwerks subscription
Key Benefits
24/7 B2B ordering portal — customers place orders anytime without calling you
Customer-specific pricing — supports QuickBooks price levels and custom tiers
Multi-location inventory — customers see real-time availability across locations
Offline mobile ordering — sales reps take orders anywhere, even without internet
One-click invoicing — orders sync to QuickBooks Desktop as invoices
Backorder management — track and allocate inventory automatically
How It Works
Customers Order Online
Your customers log into your branded portal, see their pricing, and place orders 24/7
You Review & Approve
Orders flow to your dashboard. Review, adjust if needed, and approve when ready
Sync to QuickBooks
Approved orders push to QuickBooks Desktop as invoices via Web Connector. No double entry
Detailed Features
B2B Ordering Portal
Your customers get a branded portal to place orders 24/7. No more phone calls, emails, faxes, or spreadsheets to transcribe.
Customer-Specific Pricing
Set up unlimited pricing tiers — wholesale, retail, volume, contract, customer-specific. Each customer sees only their pricing when they log in. Supports QuickBooks price levels.
Order History & Reordering
Customers view past orders and reorder with one click. Reduces repeat inquiries and speeds up ordering for regular buyers.
Real-Time Inventory Visibility
Customers see what's in stock before they order. Supports multi-location inventory for Enterprise users.
Mobile Ordering for Sales Reps
Sales reps enter orders from any device. Works offline — perfect for trade shows, warehouses, or field sales without reliable internet.
Backorder Management
Track what's on backorder, for whom, and in what sequence. Allocate incoming inventory automatically when it arrives.
Setup Information
Requirements
- •QuickBooks Pro, Premier, or Enterprise
- •Web Connector installed
- •Dedicated workstation recommended for high volume
Timeline
45-60 minutes with specialist
What's Included
- Web Connector setup
- Product and customer import
- Price level configuration
- Portal branding and training
Technical Details
- •Web Connector integration for secure desktop sync
- •Works with QuickBooks Pro, Premier, and Enterprise
- •Multi-location inventory support (Enterprise)
- •Assembly and inventory assembly support
- •Custom field mapping
- •High-volume transaction support
Frequently Asked Questions
Does Orderwerks include a B2B ordering portal?
Yes. Your customers get a branded portal to place orders 24/7. They see their specific pricing, check inventory, view order history, and reorder with one click. Orders flow through your approval process, then sync to QuickBooks Desktop as invoices.
Can I set different pricing for different customers?
Yes. Create unlimited pricing tiers and assign them to customers. Supports QuickBooks price levels. Each customer sees only their pricing when they log in to your portal.
Does it work with QuickBooks Desktop Pro, Premier, and Enterprise?
Yes. Orderwerks integrates with all versions of QuickBooks Desktop — Pro, Premier, and Enterprise — through the Web Connector. Enterprise users get additional support for advanced features like multi-location inventory and assemblies.
What industries use Orderwerks with QuickBooks Desktop?
Wholesalers, distributors, and manufacturers across many industries, including wine & spirits, firearms, tobacco, food service, industrial supply, building materials, and more. Many businesses using QuickBooks Desktop have been operating for years and need a B2B portal that works with their existing system — not a forced migration to cloud software.
Is this a marketplace or my own portal?
Your own portal. This is not a marketplace where your customers see competitors. It's a private, branded B2B portal with your logo, your products, and your pricing.
Do my customers need to install anything?
No. Your customers access the portal through any web browser. Nothing to install. The Web Connector runs on your side to sync data with QuickBooks Desktop.
Can sales reps enter orders in the field?
Yes. The mobile app works on any device and even works offline. Sales reps can take orders at customer sites, trade shows, or warehouses without internet, then sync when they're back in range.
Why not just switch to QuickBooks Online?
Many businesses stay on QuickBooks Desktop for good reasons — advanced inventory features, assemblies, larger transaction volumes, or simply because it works and migration is disruptive. Orderwerks works with your existing QuickBooks Desktop installation. No forced migration required.
Ready to Connect QuickBooks Desktop?
Professional setup included with your Orderwerks subscription