Order Entry for QuickBooks — From Anywhere
Your reps can't enter an order without sitting at a QuickBooks PC or phoning the office. This addon gives them a scoped order-entry form on any device — customer lookup, items, your price rules — which posts into the company file. £9 order-taking seats instead of £50+ QuickBooks licences.
Reps create quotes and sales orders remotely — £9 seats instead of £50 QB licences
Why Orders Wait for the Office
Orders phone in to the office
The rep writes the order on a pad, calls the office, someone rekeys it into QuickBooks — errors and a day of latency guaranteed.
A seat just to type
Giving a rep a QB licence for order entry costs £50+/mo per person — so most businesses use the paper-and-phone workaround instead.
Pricing happens from memory
Without live access to customer price levels, reps quote from the price list they printed last quarter.
The customer asks for a copy
'Send me the quote' waits for the office to produce it — hours after the conversation ended.
How It Works
Agent on your server
A lightweight agent installs beside your existing system — reads the data store directly, makes outbound connections only. No open ports, no VPN, no firewall changes.
Continuous replica
Your records flow to an encrypted, read-only cloud copy via a private tunnel — change-tracking, not dumps. The production system never takes the load.
Web dashboard
Your team searches, reports and browses from any browser or phone — scoped and audited. Answers from the data, not access to the server.
What Your Team Can Finally Do
Common QuickBooks Order Entry Scenarios
The field rep's order
Customer confirms on-site, the rep enters the sales order on their phone — it's in QuickBooks before they leave the car park.
Trade counter speed
Counter staff create orders with live stock and customer pricing — the queue keeps moving without a second screen.
Quote while they're hot
The estimate leaves with the customer, PDF'd and emailed from the dashboard — not promised 'tomorrow when the office opens'.
Order Entry Pricing
Every plan includes the agent, the replica and the dashboard. Setup is scoped to your systems — most installs are live within two weeks.
Add-on
£89/mo
Add to Business+
- ✓Order & quote entry
- ✓Customer/item lookup
- ✓Price-level honouring
- ✓Rep-scoped access
- ✓PDF generation
- ✓£9/mo per order-taker
Workflow Pack
£139/mo
Bundle
- ✓Approvals
- ✓Purchase Requests
- ✓Notes & Flags
- ✓~17% off list prices
- ✓Priority support
- ✓Quarterly review
Enterprise
Included
Bundled
- ✓All addons incl. write-back
- ✓Unlimited files
- ✓SSO + audit feed
- ✓SLA + service credits
- ✓Dedicated engineer
- ✓Custom forms
£89/mo + £9/mo per order-taking seat — against £50+/mo QB licences per rep, the maths sells itself.
QuickBooks Order Entry Data Access FAQ
Do reps need QuickBooks licences?+
No — that's the whole point. Reps enter orders in the dashboard; the agent posts to the file. £9/mo per order-taker replaces the QB seat.
Do price levels and customer-specific pricing work?+
Yes — customer price levels and item pricing are read from QuickBooks and honoured at entry.
Can orders be reviewed before posting?+
Optional draft queue — orders can stage for office review, or post immediately for trusted reps.
What about inventory availability during entry?+
Pair with the Inventory addon for live availability at entry time — reps stop promising stock that isn't there.
Your QuickBooks Order Entry Data, Reachable
If the answers your team needs live in a system nobody can reach, that's fixable — without migration, without VPN, without new infrastructure.