Grabb + QuickBooks Online
Automate the work around QuickBooks Online.
From incoming customer orders to inventory decisions and sales follow-ups.
Grabb is Commerce Operations software for CPG brands, distributors and manufacturers.
Connect QuickBooks Online to automate repetitive order processing, identify inventory and demand changes, and turn customer buying activity into the next commercial action.
Your accounting system stays in place. Grabb runs configured workflows around it and brings exceptions to your team when decisions are needed.
- QuickBooks Online integration
- No desktop connector required
- QuickBooks remains your system of record
01
Order desk automation
From customer email to an order ready for fulfillment.
Why should your team spend the next several minutes downloading attachments, identifying customers, matching product codes, checking quantities and retyping order lines?
01
Capture
Customers continue sending orders through supported email, PDF and spreadsheet formats. Grabb captures the incoming purchase order and extracts its information.
02
Match
Identify the customer, product references, SKU codes, units and quantities. Match the order against configured business records.
03
Validate
Apply configured validation rules to customer references, products, quantities and applicable prices. Identify incomplete information or uncertain matches.
04
Handle exceptions
Route uncertain or invalid information to the appropriate person for review. Human intervention focuses on exceptions rather than every routine data-entry step.
05
Move into QuickBooks
Once validated and approved under the configured workflow, send the supported transaction or update to QuickBooks Online. For customer order workflows, that can include supported invoices, estimates or related updates confirmed during setup.
Less manual entry. Fewer handoffs. More orders moving.
02
Integration data flow
How Grabb connects with QuickBooks Online
Grabb connects to the customer, product, sales, inventory and purchasing records in QuickBooks Online to help automate commercial work. Some records flow from QuickBooks Online into Grabb. Others support communication in both directions, allowing Grabb to create or update supported records through configured workflows.
QuickBooks Online
Grabb| QuickBooks Online | Data flow | Grabb |
|---|---|---|
| Customers | Two-way data exchange between QuickBooks Online Customers and Grabb Customers | Customers |
| Products | Read from QuickBooks Online Products into Grabb Products | Products |
| Invoices | Two-way data exchange between QuickBooks Online Invoices and Grabb Invoices | Invoices |
| Sales History | Read from QuickBooks Online Sales History into Grabb Sales History | Sales History |
| Inventory | Read from QuickBooks Online Inventory into Grabb Inventory | Inventory |
| Estimates | Two-way data exchange between QuickBooks Online Estimates and Grabb Estimates | Estimates |
| Vendors | Read from QuickBooks Online Vendors into Grabb Vendors | Vendors |
| Purchase Orders | Two-way data exchange between QuickBooks Online Purchase Orders and Grabb Purchase Orders | Purchase Orders |
| Payments | Read from QuickBooks Online Payments into Grabb Payments | Payments |
| Credit Memos | Read from QuickBooks Online Credit Memos into Grabb Credit Memos | Credit Memos |
- Read from QuickBooks Online: records flow from QBO into Grabb.
- Two-way data exchange: supported records can flow between Grabb and QuickBooks Online. Bidirectional does not mean every field is editable or that synchronization is instantaneous.
QuickBooks Online remains your system of record.
Grabb uses your QuickBooks Online records to automate order processing and support inventory, demand and sales workflows. Supported transactions and changes can be sent back to QuickBooks Online, while your team stays in control of rules, approvals and exceptions.
03
Beyond accounting
One QuickBooks connection. More of your business running.
QuickBooks Online keeps the books. Grabb runs the commercial work around them.
Automated Order Desk
Stop retyping customer purchase orders.
Process incoming customer purchase orders, match products and customer information, apply configured rules and route exceptions for review.
Reduce manual order entry and move validated orders into supported QuickBooks Online workflows.
Order automationInventory and replenishment
Know what needs replenishing.
Use product movement, sales demand and available inventory records to identify changing SKU velocity, potential shortages and replenishment requirements. Supported purchase-order workflows cover both incoming customer POs and supplier replenishment POs with QuickBooks Online.
Give purchasing and operations a clearer view of what requires attention, with supported PO updates in QuickBooks Online.
Demand planningSales execution
Know which customers need attention.
Identify customers with declining purchase frequency, missed reorders or opportunities to expand their product assortment. Give sales teams priorities based on buying activity.
Help reps act on account changes rather than searching through transaction reports.
SalesDemand planning
Plan from actual buying patterns.
Use available sales history to estimate demand, review seasonality and understand changing product velocity.
Support more informed purchasing, inventory and production planning. Forecasts remain estimates.
DemandFulfillment
Run fulfillment work inside Grabb.
Use order and inventory context inside Grabb to identify potential shortages, backorders and fulfillment risks, and keep operators focused on the orders that need attention.
Fulfillment workflows run in Grabb while QuickBooks Online remains the accounting system of record.
FulfillmentAccounts payable
Parse supplier invoices into QuickBooks bills.
Extract supported supplier invoice documents, match them to purchasing context where configured, and create the supported Bill in QuickBooks Online.
Reduce repetitive AP entry while keeping approvals and exceptions with your team.
Integrations
04
Connection
Connect QuickBooks Online. Keep your accounting system.
Sign up for Grabb, then authorize QuickBooks Online. No desktop connector required.
- Sign up for Grabb and authorize QuickBooks Online
- Confirm access
- Configure operating rules
- Enable workflows
- Review exceptions and outcomes
The integration’s available objects, operations and synchronization behavior depend on the QuickBooks Online edition, application permissions and workflows enabled.
05
Customer results
Less manual work. More room to run the business.
“We started using Grabb to process PDF POs and batch Excel POs into QuickBooks about a year ago. Since then our volume has gone up significantly and the manual work that came with each customer just isn't a burden anymore. We also use the targets from sales module to build our budget. It's become part of how we forecast production now. And the team is there when you need them. They listen and they're very responsive!”
22 hrs/week of manual order work reduced
06
Common questions
Built for businesses moving products through repeat orders.
Grabb is designed for CPG brands, distributors and manufacturers handling customer accounts, SKUs, repeat orders, inventory and multiple commercial workflows. It is especially relevant when incoming order formats differ, product matching consumes time and administrative work grows with transaction volume.
Does Grabb replace QuickBooks Online?
No. QuickBooks Online remains the accounting system of record. Grabb connects to supported data and helps execute configured Commerce Operations workflows around it.
What data does Grabb read from QuickBooks Online?
Grabb reads product data, sales history, inventory, vendor information, payments and credit memos. Customers, invoices, estimates and purchase orders support bidirectional data exchange according to the confirmed integration mapping.
What data can Grabb write to QuickBooks Online?
Grabb supports bidirectional data exchange for customers, invoices, estimates and purchase orders. Purchase-order workflows cover both incoming customer POs and supplier replenishment POs. Grabb can also create supported supplier Bills from parsed AP invoices. Specific create and update operations depend on connector behavior, permissions and configured workflows. Not every field or operation is available.
Can Grabb automate customer PDF purchase orders?
Yes. Grabb processes supported customer purchase orders received through email, PDF and spreadsheet workflows. It extracts information, matches customer and product references, applies configured checks and routes exceptions when required. Supported outputs can include invoices, estimates or related QuickBooks Online updates confirmed during setup.
Can Grabb create QuickBooks Online bills from supplier invoices?
Yes. Grabb can parse supported supplier invoice documents and create the supported Bill in QuickBooks Online under the configured AP workflow, with exception review when information is uncertain.
Do customers need to change how they send purchase orders?
No, not for supported email, PDF and spreadsheet formats. Their existing documents can be processed through configured Grabb workflows.
Does Grabb work with QuickBooks Desktop?
Grabb also supports QuickBooks Desktop through a different connection method. Desktop connection requirements and available workflows differ from QuickBooks Online.
Can Grabb help with inventory planning?
Yes. Grabb uses available sales, product and inventory information to identify demand changes, SKU velocity and replenishment needs. Specific capabilities depend on the data available and workflows configured.
Grabb is an independent software product that integrates with QuickBooks Online. QuickBooks is a trademark of Intuit Inc. No endorsement by Intuit is implied.