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QuickBooks

ERP and accounting

Otopack works with your QuickBooks.

Otopack keeps QuickBooks up to date with new brand accounts and creates invoices once deliveries are confirmed, so your accounts team stops keying customers and chasing delivery paperwork.

Book a demoHow we connect

ERP and accounting

QuickBooks

Intuit's accounting software, widely used by small businesses in the USA.

Otopack reads

  • Customer accounts and payment terms
  • Invoice and payment status
  • Overdue balances by customer

Otopack writes back

  • New customer accounts from brand setup
  • Invoices once proof of delivery matches the call-off

Your team stops

  • Keying new brand accounts twice
  • Waiting on delivery paperwork before invoicing
  • Checking overdue balances before every reorder

Your team

The roles that use QuickBooks.

How we connect

Connected for your account, not off the shelf.

Otopack connects through QuickBooks’s API (QuickBooks developer documentation). We set up and look after the connection for your account as part of go-live.

Questions

What packaging teams ask us.

Does Otopack post payments in QuickBooks?

No. Payments stay with your accounts team. Otopack creates customers and invoices and reads payment status.

Does our bookkeeper need to change anything?

No. Invoices arrive in QuickBooks the way they do today, without the keying.

Does it work the same way for every business?

No. We set it up around your process, your systems and your approval rules. What you see here is a typical setup.

Bring one real order. Watch it run.

Pick a quote, a proof round or a call-off from this week. We will walk it through Otopack on top of your own systems, so you see exactly where the hours go.

Book a demoSee every integration

QuickBooks and its logo are trademarks of Intuit Inc.. Otopack is not affiliated with or endorsed by Intuit Inc..