Turn customer POs into QuickBooks Online Estimates.
Poppelo connects to QuickBooks Online through OAuth and prepares approved customer orders for delivery as Estimates or Invoices, your choice. QuickBooks Online has no sales-order API object.
Connect the intended QuickBooks company
An administrator authorizes the connection through Intuit and confirms the company used for delivery. The connector syncs your customers and items from QuickBooks to support matching. Self-serve connection is finishing Intuit's production verification; the product status page says when it is live.
Choose Estimate or Invoice, and review before delivery
QuickBooks Online has no sales-order API object, so an approved order becomes an Estimate (a draft nobody has to act on yet) or an Invoice (posts immediately as a receivable), by your choice, set once for the company or per QuickBooks company if you connect more than one. Customer PO fields and line items pass through extraction, catalogue matching, and review first. Before approval, the review screen shows what the created record will and will not carry: QuickBooks calculates its own sales tax rather than carrying the PO's stated tax amount; freight and other charges post only when your company's posting settings choose an item for them; a discount posts only when discounts are turned on in your QuickBooks sales settings; and the PO's currency is applied only when it differs from the company's home currency and multicurrency is on. After delivery, Poppelo compares the created total against the approved order and flags anything it cannot explain.
QuickBooks boundaries to plan around
Poppelo does not support QuickBooks Desktop. An order that needs a mapping the connector does not support, or a revision QuickBooks cannot take, is held for a person. A second QuickBooks company under one account can degrade customer and SKU matching because resolution reads across the account. Review that setup before enabling automatic approval.
Questions about this workflow
Why does Poppelo create an Estimate?
QuickBooks Online has no sales-order API object, so approved customer orders are delivered as an Estimate by default, a draft nobody has to act on immediately. You can switch to Invoice, which posts immediately as a receivable, in Settings or per QuickBooks company.
Will the created record carry everything from the PO?
The order lines, ship-to, and PO reference do. Four things depend on your QuickBooks company: QuickBooks calculates its own sales tax rather than carrying the PO’s stated tax amount; freight and other charges post only when your posting settings choose an item for them; a discount posts only when discounts are turned on in your QuickBooks sales settings; and the PO’s currency is applied only when it differs from the company’s home currency and multicurrency is on. The review screen shows this before you approve, and Poppelo checks the created total against the approved order afterward.
Can I connect QuickBooks Desktop?
No. This connector is for QuickBooks Online and does not support QuickBooks Desktop.
Ready to test the workflow?
Use your own orders during the trial, then review pricing and trial terms before you decide.