Order automation for QuickBooks
Stop Manually Entering Customer Orders Into QuickBooks.
Turn emailed PDF purchase orders into structured sales orders. Grabb extracts order details, prepares them for validation, and helps eliminate repetitive manual order entry.
The free public test is not live yet. You can still explore how Grabb processes purchase orders, or talk with us about your order desk.
Value
What changes for your order desk
01
No more retyping
Extract purchase order information directly from incoming customer documents.
02
Built for real-world orders
Handle product codes, quantities, pricing, customer information, and exceptions through the appropriate validation workflow.
03
Connected to QuickBooks
After onboarding and authorization, Grabb can create supported order transactions in QuickBooks through its configured integration. The public preview does not write to QuickBooks.
Process
How it works
From an incoming customer PDF to a structured order your team can review.
01
Customer PDF
Upload or receive a purchase order document.
02
AI Extraction
Grabb reads lines, quantities, and identifiers.
03
Order Review
Confirm fields that need a human decision.
04
QuickBooks
After setup, route validated orders into your configured workflow.
Customers
Trusted by product companies
Operators use Grabb across sales, orders, and fulfillment. Published case studies below.
FAQ
Questions about trying Grabb
Does this work with QuickBooks Online and Desktop?
Yes. Grabb supports configured integrations for QuickBooks Online and QuickBooks Desktop. Exact transaction types and write-back behavior depend on your edition, permissions, and setup.
Can I try Grabb without connecting QuickBooks?
Yes. The public purchase-order test is designed to show extraction and a structured preview without an ERP connection. QuickBooks is only involved after onboarding, authorization, and configuration.
What happens if my PDF contains errors or missing details?
Unclear lines, missing fields, and ambiguous product codes should be flagged for review. Grabb is built to surface uncertainty rather than invent missing information.
Can Grabb match product codes to my QuickBooks items?
After your item catalog and mappings are connected, Grabb can match customer or manufacturer codes to internal SKUs using your configured rules. The anonymous public preview extracts what is on the document; it does not verify SKUs against your live QuickBooks file.
Are my uploaded documents private?
Uploaded trial documents are processed for the preview experience under Grabb’s privacy practices. Do not upload files you are not authorized to share. Full retention and deletion rules for the public test will be published when the test opens.
What happens after I test my first order?
You can request activation, connect the systems you already run, and move from sample extraction into a configured order workflow. No order is written to QuickBooks until an authorized connection and validation process are in place.
Ready to stop entering orders manually?
Explore the product workflow, or talk with us about the purchase orders your team receives today.