Map your records.
Match SupplyDesk products to QuickBooks items and buyers to customer records during setup.
INTEGRATIONS / QUICKBOOKS ONLINEFrom order confirmed
From order confirmed
to invoice created.
Connect SupplyDesk to QuickBooks Online so confirmed order details become an open invoice for your team to review and send.
Example invoice handoffExampleDETAILYOUR WORKSPACE
Order#SD-2048
Mapped customerNorthfield Fabrication
Invoice statusOpen
Next stepReview in QuickBooks
One handoff. Clear responsibilities.
Confirm the order.
The order’s items, quantities, and prices flow into a new invoice through the integration.
Review and send.
The invoice remains an open record in QuickBooks. Your team checks it and sends it through its existing process.
Verify one complete order before rollout.
Choose a sample buyer and a small group of mapped products. Confirm that the intended customer, item descriptions, quantities, and prices appear in the resulting invoice. Include any configuration questions your bookkeeper needs answered.
Do not treat invoice creation as the end of the accounting process. Review the record, resolve adjustments, and use QuickBooks for the financial reporting and reconciliation your business already performs.
Understand the scope.
Which plans include the integration?
QuickBooks sync and invoicing are included on Growth and Enterprise.
Will an invoice be sent automatically to the buyer?
The workflow creates an open invoice for your team to review and send through QuickBooks.
Can we use SupplyDesk without connecting?
Yes. Catalog, buyer, and order management can operate independently.
What should we bring to a demo?
Bring your product and customer mapping questions, a typical order, and the accounting workflow you want to preserve.
LET’S TALK ABOUT YOUR BUSINESS
Book a personal demo ↗See how it fits your operation.
Walk through your catalog, buyer pricing, and ordering workflow with the SupplyDesk team.