Capture
Connect Gmail or Outlook, or drag and drop PO files.
QuickBooks
Turn emailed customer POs into clean QuickBooks orders
Mountain Goat extracts and reviews the POs your customers email, then exports clean order data your team loads into QuickBooks. Issued invoices post straight to QuickBooks Online. Your books stay clean and your team stops rekeying.
Get in touch for access to a free demo.
The problem
Retyping POs into QuickBooks
Customer POs arrive by email in every format. Someone reads each one, checks part numbers and prices, and types it into QuickBooks. At 20 minutes per PO, every 100 POs a month is 33 hours of typing. One missed revision ships the wrong parts.
The workflow
How it works with QuickBooks
Extract and match
Headers, line items, and each customer's part numbers cross-referenced to your item master.
Review
Duplicates, revisions, missing fields, and mismatches route to an exception queue.
Export
Reviewed orders export as structured CSV your team loads into QuickBooks, and issued invoices post to QuickBooks Online through the native connector. QuickBooks stays your system of record.
Exception queue
Caught before it hits your books
Extraction and matching handle the routine lines. Anything questionable routes to an exception queue with source evidence beside every field, so errors get answered before an order is booked.
Possible duplicate PO
Revised PO, with what changed
Price that differs from your quote
Unmatched customer part number
Missing PO number or ship-to
For your IT team
Check the export before anything moves
The full field list and an example payload are available before anything moves downstream. See Integrations & Data →
Export fields include: po_number, po_revision, customer_company_name, customer_contact_name, date_received, line_number, customer_part_number, internal_part_number, description, quantity, unit_price, line_total, requested_date, currency, status.
FAQ
Common questions
Does Mountain Goat write to QuickBooks directly?
Yes, for invoices. The native connector posts issued invoices to QuickBooks Online, matched to your customers and items. Order data exports as structured CSV your team imports. Every integration is off until you enable it.
Which QuickBooks versions does it work with?
The native invoice connector works with QuickBooks Online. The structured, ERP-neutral CSV export works with Online and Desktop import workflows, and we configure your export profile during setup.
Do my customers have to change how they send purchase orders?
No. Customers keep emailing or sending POs the way they already do.
What does it cost to get started, and what's included?
The demo is free. Initial setup plus your first 3 months is $5,000. That covers workflow discovery and configuration, representative PO and quote setup, initial customer and item data import, and team onboarding with weekly launch sessions. Most teams are online within 3 days.
Get started
See your own POs become QuickBooks orders
- No inbox or ERP connection required to start
- Configured for your business
- Your data never trains AI models