ORCA + QUICKBOOKS DESKTOP

Keep QuickBooks.
Lose the busywork.

Know what’s in stock. Get orders out the door. Collect payments without all the follow-up.

ORCA connects your inventory, fulfillment, invoicing, and payment workflows to QuickBooks Desktop—so your team can stop doing the same work twice.

For distributors, wholesalers, and manufacturers running QuickBooks Desktop.

01 / TAKE CONTROL OF INVENTORY

Your stock has a story.
Know every move.

Give your team a shared view of what’s on hand, where it belongs, and what’s needed next. Connect the work on the warehouse floor with the records in QuickBooks.

Find it. Pick it. Trust it.

Track inventory by location and bin. Give the warehouse the context to receive, put away, pick, and move the right products.

Connect buying to receiving.

Bring in QuickBooks purchase orders and connect receiving activity to item receipts, so arrivals don’t turn into another data-entry job.

Handle the details that matter.

Support lot tracking, inventory adjustments, and assembly workflows, with QuickBooks mappings configured for your operation.

02 / CONNECT ORDER TO INVOICE

Enter it once.
Move it forward.

Stop rebuilding an order every time it changes hands. ORCA brings sales, warehouse execution, and QuickBooks invoicing into a connected workflow.

  1. Bring orders together.

    Connect ecommerce, wholesale, and dealer orders to your operational queue.

  2. Give the warehouse a clear next step.

    See what’s ready to pick, what’s waiting, and what has shipped.

  3. Carry the details into QuickBooks.

    Connect invoices to sales orders, with item, tax, freight, and payment mappings built around your process.

Show us your order workflow →
INSIDE ORCA / READY TO PICK
ORCA Ready to Pick dashboard showing shipment counts, queue aging, and historical shipping times
See ready-to-pick work and queue aging before delays become customer follow-up.

03 / MAKE GETTING PAID LESS WORK

You did the work.
Let the payment follow.

Collect customer payments, automate repeat billing, and carry payment records into QuickBooks Desktop. Give your team fewer invoices to process by hand and a clearer view of what still needs attention.

PAYMENT COLLECTION

Connect the payment
to the invoice.

Accept customer payments through connected payment services and apply them to the right invoices in QuickBooks. Keep payment methods and accounting records aligned.

Explore payment collection →
RECURRING BILLING & AUTOCHARGE

Repeat business.
Less repetitive billing.

Build recurring invoice batches, automatically charge authorized customer payment methods, and post successful payments back to QuickBooks Desktop.

Keep unsuccessful charges and posting issues visible for follow-up, so exceptions don’t disappear inside a batch.

Talk through recurring payments →
Recurring invoiceAuthorized automatic chargeQuickBooks payment postingException follow-up

BUILT AROUND YOUR BUSINESS

Keep the accounting.
Improve the operation.

Start with the manual process that costs your team the most attention. Connect the next workflow as your operation needs it.

Find your fit with ORCA ↗

More than an accounting export.

The order, warehouse work, invoice, and payment stay connected, giving your team the context to follow the whole process.

Your rules belong in the workflow.

Configure customer, item, tax, freight, and payment mappings around how your business actually operates.

Talk to the people who build it.

Work directly with the ORCA team to map the handoffs, demonstrate the workflow, and plan the connection to your QuickBooks setup.

A FEW PRACTICAL QUESTIONS

Start with clarity.

Do we have to move to QuickBooks Online?

No. This offering connects ORCA to QuickBooks Desktop. We’ll review your Desktop edition, version, and company-file setup to confirm the workflows that fit.

Can we automate payments for recurring customers?

Yes. ORCA supports recurring invoice batches and automatic charges for authorized customer payment methods, with successful payments posted to QuickBooks Desktop. We’ll review your payment provider, billing schedule, and exception process with you.

Does everything sync instantly?

Desktop exchange runs through QuickBooks Web Connector. Timing depends on your connector schedule, QuickBooks availability, and the workflow. We’ll define what syncs, in which direction, and when during setup.

Can we start with inventory or billing first?

Yes. Bring the workflow you want to improve first. We’ll walk through its dependencies and show how it can connect to the rest of your operation.

LET’S TAKE WORK OFF YOUR PLATE

What would you stop
doing by hand?

Tell us where inventory, orders, or payments get stuck. We’ll arrange a demo focused on your workflow and your QuickBooks Desktop setup.

  • See the ORCA capabilities that matter to you.
  • Talk through your QuickBooks and payment connections.
  • Leave with a clearer picture of what you can automate.
Prefer to talk? (435) 612-0363

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