Accounting & Other Systems
Data-driven demand forecasting for a healthy cashflow
Inventory Planner seamlessly syncs with your QuickBooks Desktop account to give replenishment recommendations based on your product and sales history.
How it works
Sync QuickBooks Desktop to Inventory Planner
Set up in Inventory Planner
Sync to QuickBooks Desktop
Sync to Inventory Planner
Key Features
Smart, Data-Led Demand Forecasting
Get meaningful replenishment suggestions for your products based on your sales history, so you always order the right amount of stock at the right time.
Customized Dynamic Reporting
Identify sales trends with an in-depth look at your business performance, from products to vendors. Customize each report to focus on the metrics that matter most to your business.
Easily Create Purchase Orders
Use your customized replenishment recommendations to inform and create new purchase orders.
Accurately Forecast Profits
Make faster, smarter buying decisions with full visibility into your forecasted profit and profit margins.
Control Your Bundling and Kitting Components
Order components and create Assembly Orders based on the forecasted demand for finished goods.
Manage Cash Flow with Open-To-Buy Planning
Release cash caught up in unused stock, and fill gaps in your inventory to meet revenue goals for the coming year.
See Historical Stock Levels
Need to know what stock was like for a particular date or month? View stock levels and inventory values for any date since you connected your store to Inventory Planner.
Getting Started

Connect your QuickBooks Desktop account
- First, create an account in Inventory Planner.
- Next, authorize Inventory Planner to access your QuickBooks desktop account by following these steps.
- Your sales history, product information and purchase orders sync automatically.
- The first sync calculates replenishment suggestions for all your products – so it may take a short while.

Check out the replenishment report
- Here comes your first replenishment report, which shows you what and how many products need to be purchased to smartly restock your inventory.
- Each product displays forecasted profit and other key metrics, so you’ll know which key items to reorder to avoid losing revenue.

Create purchase orders
- Use Inventory Planner’s data-led replenishment suggestions to either create new purchase orders.
- Select all required items in the replenishment report and use bulk actions to make a purchase order per supplier.
- When you’re ready to order, email directly to your vendor from Inventory Planner.

Sync your data automatically
- Inventory Planner stays updated by pulling new product information, customer orders and purchase orders with each day’s sync with your QuickBooks Desktop account .
Support
Do you have any questions? Use the chat in the lower right corner to request support or email us at [email protected]
Smarter inventory planning starts here
No credit card required!