QuickBooks integration

Turn wholesale purchase orders into QuickBooks invoices

QuickBooks Online is where many wholesale brands raise invoices and chase payment. It is also strict: an invoice line with no item gets refused, so every order has to be keyed in carefully. DELLI AI reads your purchase orders, checks every product and customer is linked to QuickBooks, and raises the invoice once you approve.

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No card needed. Setup takes about 5 minutes.

How it works

Approve the connection in QuickBooks. Connect Gmail or Outlook first, then ask DELLI AI to connect QuickBooks. You press Connect and approve access in QuickBooks.
Link your items and customers. DELLI AI imports your QuickBooks items and customers, or links them to the ones you already have, matching items by SKU first.
Orders arrive and get checked. Purchase orders from email, WhatsApp, Faire, Ankorstore, EDI and portals land in one queue. Anything not yet linked to QuickBooks stops the accept, and DELLI AI names it.
You approve, QuickBooks invoices. The invoice is created in QuickBooks, as a draft for you to check or sent to the customer from QuickBooks.

What moves between QuickBooks and DELLI AI

Invoices, to QuickBooks. Each approved order becomes a QuickBooks invoice, with each line on its QuickBooks item and that item's own description.
Products, from QuickBooks. Inventory, service and non-inventory items, when you ask.
Customers, from QuickBooks. Name, main email and phone.
Customers, to QuickBooks. A customer with no QuickBooks match can be created there and linked, once you approve.
Past invoices, from QuickBooks. Imported every night as past orders, so each customer has an order history.

Why brands connect QuickBooks

Gaps caught at accept

DELLI AI checks every product, shipping and commission line has its QuickBooks item, and the customer is linked, before the order is accepted.

Your numbering, your choice

Use the customer's PO number as the invoice number, or let QuickBooks number it as usual.

Tax handled per line

QuickBooks works out tax from each line's tax code. A product without a valid code is given one, so a gap never stops the invoice.

History from day one

Past QuickBooks invoices come in as order history, so DELLI AI knows each customer's usual order.

Good to know

You connect one accounting system at a time: Xero, QuickBooks or Sage.
DELLI AI works with QuickBooks Online.
If you show shipping as a line, you need a shipping item in QuickBooks. DELLI AI can create one, as long as at least one item already exists.
To show marketplace commission on invoices, set up an item for it in QuickBooks first.
On QuickBooks Online Advanced, you can tick Custom Fields access when connecting and have the PO number written to a custom field.

Questions

Will DELLI AI send anything without asking me?

No. Nothing goes to QuickBooks until you approve it.

Can invoices go to customers straight from QuickBooks?

Yes, if you choose sent mode. QuickBooks emails the invoice when you accept the order. A customer then needs an email address, and if QuickBooks fails to send it, the invoice is still made and left unsent.

Which payment terms go on the invoice?

The customer's own terms in QuickBooks come first. You can set default terms for customers who have none.

Can I bring in my older invoices?

Yes. New invoices come in every night, and an admin can import your history a month at a time. If a month looks thin, run it again. Invoices already imported are skipped.

What date goes on the invoice?

You choose: the day you accept the order, or the order's delivery date.

Let DELLI AI run your wholesale.

Orders processed, stockists watched, invoices chased. Try it free for 30 days, no card needed.

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