Finance & Operations
Count phone and in-person sales in your marketing results
QuickBooks connects your QuickBooks Online or Desktop sales, customers, and products to Orkie. Orders taken over the phone or in person often never reach your store platform. This module brings them in so they can be matched to customers and marketing sources for a fuller picture of results.
Best for: Businesses that take phone or in-person orders in QuickBooks and want them counted in marketing results.
The five things QuickBooks does for you
1
Offline orders counted
Phone and in-person sales join your online orders in attribution.
2
Customers matched
Sales are tied to the same customer record across online and offline.
3
Works with Online and Desktop
Both QuickBooks Online and QuickBooks Desktop are supported.
4
Products brought across
Products come in alongside sales and customers.
5
A fuller view of results
See what marketing produced, including revenue that closes offline.
How you use it
You say to Claude or ChatGPT
“Add last month's phone orders from QuickBooks to the attribution report.”
What comes back
- Offline orders counted. Phone and in-person sales join your online orders in attribution.
- Customers matched. Sales are tied to the same customer record across online and offline.
- Works with Online and Desktop. Both QuickBooks Online and QuickBooks Desktop are supported.
Works with
Modules that pair well with QuickBooks.
Pixel Analytics
Your own visitor and order data. See who is buying, group customers by behavior, send verified sales to your ad platforms, and get full reports.
CRM
One customer record built from your site, store, and inbox. Find good prospects, group them by what they did, and email them with consent checked.
Make it yours
Customize the workspace.
QuickBooks is one module. Add the others you need, talk to all of them from Claude or ChatGPT, or ask for one that does not exist yet.
Connect Claude or ChatGPT
Talk to the workspace in plain English. Ask for reports, changes and builds. Everything it changes waits for your yes.
Add modules from the catalog
Pixel, ads, feeds, email, CRM, inbox, video, finance. Install what you need; each one shares data with the rest.
Build a custom module
A dealer portal, a fitment checker, an ERP link, your own Shopify app. Describe it and it gets built into your workspace.
Questions
About QuickBooks
Which versions are supported?
QuickBooks Online and QuickBooks Desktop.
What data comes across?
Sales, customers, and products.
Why connect accounting to marketing?
So orders that never touch your online store still count when you measure channels.
See QuickBooks on your own data.
Talk to us and we will show this module running on your business, not a sample account. Call 1-877-ORKIE-15.