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AccountingIntuit Certified

QuickBooks Online + Orderwerks

Give your B2B customers a branded ordering portal that syncs directly with QuickBooks Online

Intuit Certified Integration for Seamless Order-to-Invoice Workflow

Professional setup included with your Orderwerks subscription

QuickBooks Online logo
Intuit Silver Partner

Key Benefits

24/7 B2B ordering portal — customers place orders anytime without calling you

Customer-specific pricing — each customer sees their negotiated rates

Bidirectional sync — customers, products, and inventory stay in sync automatically

One-click invoicing — orders become QuickBooks invoices instantly

Backorder management — track what is owed and allocate incoming inventory

Works with QuickBooks Online and Desktop — same platform, either version

B2B Ordering Portal Features

More than just an integration — a complete B2B ordering portal for your customers

B2B Ordering Portal

Your customers get a branded portal to place orders 24/7 — no phone calls, emails, or texts 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.

Order History & Reordering

Customers view past orders and reorder with one click. No more "what did I order last time?" phone calls.

Real-Time Inventory Visibility

Customers see what is in stock before they order. Out-of-stock items are automatically hidden or marked unavailable.

Mobile Ordering for Sales Reps

Sales reps enter orders from any device — works offline and syncs when back in range.

Self-Service Account Management

Customers view invoices, check order status, and manage their account without calling your team.

How It Works

1

Secure Connection

We handle OAuth connection during setup — completely secure, no credentials shared

2

Configure Your Portal

Set up customer pricing tiers, catalog visibility, and approval workflows

3

Customers Order, You Invoice

Customers place orders through your portal. Orders flow through your approval process, then sync to QuickBooks as invoices automatically

Detailed Features

Customer Synchronization

Create and sync customers bidirectionally between QuickBooks Online and Orderwerks. New customers added in either system appear in both.

Inventory Integration

Sync inventory from QuickBooks to automatically disable out-of-stock items in your Orderwerks catalog. Prevents overselling and keeps customers informed.

Pricing Management

Manage catalog pricing in Orderwerks without accessing QuickBooks. Create unlimited pricing tiers for different customer groups. Price changes sync automatically.

Invoice Automation

Create and send invoices directly from Orderwerks orders. Shipping charges, taxes, and line items transfer automatically. No double-entry.

Setup Information

Requirements

  • QuickBooks Online subscription
  • Admin access to QuickBooks
  • Orderwerks account

Timeline

15-30 minutes during onboarding

What's Included

  • OAuth setup
  • Data mapping configuration
  • Pricing tier setup
  • Portal customization
  • Workflow training
  • Ongoing sync monitoring
Technical Details
  • Uses official Intuit APIs
  • Real-time and scheduled sync options
  • Secure OAuth 2.0 authentication
  • Automatic rate limiting handling

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 Online as invoices automatically.

Can I set different pricing for different customers?

Yes. Create unlimited pricing tiers — wholesale, retail, volume discounts, contract pricing, or customer-specific rates. Assign pricing tiers to customers, and each one sees only their pricing when they log in to your portal.

What industries use Orderwerks with QuickBooks Online?

Wholesalers, distributors, and manufacturers across many industries, including wine & spirits, firearms, tobacco, food service, industrial supply, building materials, and more. We have industry-specific features for regulated industries like federal compliance reporting for tobacco and serial number tracking for firearms.

Is this a marketplace or my own portal?

Your own portal. This is not a marketplace where your customers see competitors. It is a private, branded B2B portal with your logo, your products, and your pricing. The customer relationship stays yours.

How is Orderwerks different from other QuickBooks B2B solutions?

Orderwerks is a full B2B ordering portal — not just a sync tool. Your customers place orders through your branded portal with their specific pricing. Orders flow through your approval workflow, then push to QuickBooks as invoices. We also offer industry-specific features, offline mobile ordering for trade shows and field sales, and backorder management with automated allocation.

Ready to Connect QuickBooks Online?

Professional setup included with your Orderwerks subscription