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ERP integration

Turn QuickBooks into the apps everyone needs.

Portal by Webisoft connects to the QuickBooks API and builds the apps around it: customer self-service for orders, invoices, and RMAs, plus internal tools for your team. Live QuickBooks data, no extra ERP licenses.

01Customer side

Self-service for your customers.

Your customers check stock, place orders, download invoices, and file RMAs themselves, straight from QuickBooks. Every screen reads and writes live QuickBooks data via API, so what they see is what the ERP knows, right now. Teams searching for a B2B portal for QuickBooks usually stop here. Portal by Webisoft keeps going.

02Internal side

Fast, focused tools for your team.

The same platform builds internal tools on QuickBooks: exception desks for stuck orders, approval queues, ops dashboards, and data maintenance. Each teammate gets the tool for their job without opening the whole ERP. The order a customer places in the portal is the same order your team clears in the desk, on one data model.

03Licensing

Widen access, not your license bill.

Portal by Webisoft users work through the QuickBooks API, not named ERP seats. Put live data in front of every customer, partner, and back-office teammate without buying each of them a license. Cost-to-serve drops as you widen access, instead of climbing with every new user.

  • Customers and partners: no QuickBooks seat needed
  • Back-office teammates: no QuickBooks seat needed
  • Your ERP license count stays where it is
APIERP
04FAQ

QuickBooks questions, answered.

Does Portal by Webisoft work with QuickBooks?

Yes. Portal by Webisoft connects to the QuickBooks API and builds the apps around it: customer self-service for orders, quotes, invoices, shipments and returns, plus internal tools for your team, all on live QuickBooks data.

Do portal users need QuickBooks licenses?

Portal by Webisoft apps work through the QuickBooks API, not named QuickBooks logins, so customers, partners and most of your team use the portal without their own ERP seat. Vendors set their own rules for API and indirect access, so we review your contract terms with you during discovery, before you commit.

Do orders from the portal go straight into QuickBooks?

Yes. Orders, quotes, returns and payments are written to QuickBooks through its API, with your pricing, credit and approval rules applied, so your team keeps working in QuickBooks as usual.

How fast can we go live?

In 5 days. We connect to your ERP, switch on the modules you picked and open the portal to your first customers. Custom modules beyond the standard set are scoped with you.

How reliable is it?

Portal by Webisoft runs at 99.99% uptime. Your ERP stays the system of record, so the portal never holds the only copy of an order, an invoice or a payment.

How is it priced?

We quote after a short discovery call, based on the modules you pick, your ERP and the integrations you need. You can try the live demo first, no form required.

Ready when you are

See it running on your ERP

Book a walkthrough and we will show the real portals and internal tools running on your live ERP data. No new seats, no rip and replace.