FOR SMALL DISTRIBUTORS WHO PRICE FROM QUICKBOOKS
Quoting software for QuickBooks distributors
QuickBooks makes an estimate easy once you know the lines. It does not read the email, PDF or photographed list a contractor sends, and it does not know which of your products they mean. If your product list, prices and customers live in QuickBooks, someone still searches that list line by line and keys the estimate.
Qotora AI reads your QuickBooks product and customer lists, matches each line of the request to your products, applies your prices and prepares a quote that a person on your team reviews. It never writes into QuickBooks. Today the route is an export, and this page says so plainly.
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What quoting looks like on QuickBooks today
QuickBooks is accounting software first. It holds your products and services with a sales price, your customers and, depending on your plan, quantities on hand. It was not built to read a customer’s request or to apply several price tiers by customer, so many distributors keep a price list in Excel next to it.
- The request arrives as an email, PDF, spreadsheet or photo.
- A person searches the Products and Services list, or an Excel price list, by hand.
- Special prices and customer tiers are remembered, or checked in a separate sheet.
- The estimate is keyed in and sent.
How Qotora AI connects to QuickBooks
| Route | Status | Detail |
|---|---|---|
| Scheduled export (CSV or Excel) | Works today | Your product and service list, customers and prices are exported from QuickBooks to a folder, on a schedule or whenever prices change. Qotora AI’s connector reads each new file. If your tier prices live in an Excel sheet, that sheet is imported too. |
| QuickBooks Online API connector | Not built yet | The code skeleton exists but does not run, so we do not offer or claim it. |
| QuickBooks Desktop | Export only | No direct read. The same export route applies. |
QuickBooks and Intuit are trademarks of their owner. Qotora AI is not affiliated with Intuit and claims no certified or partner integration.
What it reads, and what it never does
- Products and services: name, SKU, sales price, unit and category.
- Quantity on hand, if your QuickBooks plan tracks it.
- Customers, and vendors.
- It never writes into QuickBooks: no estimate, no invoice, no item.
- No purchase price and no margin is ever sent to the AI model.
Setup, step by step
- Free consultation: you tell us whether you use QuickBooks Online or Desktop, and where your tier prices live.
- We tell you exactly which lists to export and in which columns.
- You export them, or we set up a recurring export in a folder on a PC in your office.
- With your written consent, our technician installs the connector and points it at the folder.
- We check what Qotora AI received, you confirm a few products, and your salesperson prepares a first quote.
Our part takes about a day of technician time and is included. US$49 for the first month, then US$149 a month on the Counter plan (up to 150 quotes sent per month, unlimited users), with a 7-day money-back guarantee counted from your first quote sent.
Frequently asked questions
Does Qotora AI connect to QuickBooks?
By an export, not by a direct connector. A QuickBooks Online API connector is not built yet and we do not claim one. The export route works today.
Is it an Intuit-approved integration?
No. It is our own read-only route. We do not claim a certified or partner integration with Intuit.
Can it create estimates in QuickBooks?
No. Qotora AI never writes into QuickBooks. The quote is prepared in its own workspace and sent by a person after review.
My tier prices are in Excel, not QuickBooks. Is that fine?
Yes. A price sheet can be imported alongside the QuickBooks export. Tell us in the consultation how it is organised.
I use QuickBooks Desktop.
The same export route applies. There is no direct read.
How do I keep prices current?
Re-export when prices change. The workspace shows when data was last refreshed.