How it works

Sync QuickBooks Online to Inventory Planner

First, Inventory Planner pulls all product information, sales orders, and purchase orders from your QuickBooks Online account.

Set forecasting strategy

Inventory Planner predicts demand based on your historical sales and various market fluctuations for optimal accuracy.

Plan your inventory purchasing

Know exactly when to reorder items to avoid out-of-stock by analyzing supply lead time and your desired purchasing frequency.

Analyze your inventory performance

Run reports by SKU, product, brand, vendor, warehouse, bundle, assembly or other custom category to gain full visibility on your inventory performance.

Create purchase orders

Create purchase orders directly from your Replenishment Report.

Sync to QuickBooks Online

Inventory Planner syncs the prepared purchase orders to your QuickBooks online account.

Sync to Inventory Planner

Receiving information on the purchase order in QuickBooks Online automatically syncs to Inventory Planner.

Key Features

Faster, Smarter Inventory Planning

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Reliable, Data-Led Demand Forecasting

Inventory Planner cleverly predicts demand based on your historical sales and offers different forecasting methods for both seasonal and flat-trending products.

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Faster, Smarter Replenishment

Inventory Planner tells you exactly when to reorder items to avoid out-of-stock by analyzing supply lead time and purchasing frequency.

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Intuitive, Customizable Reporting

Stay up to speed with your inventory performance, including best sellers, key KPIs, periodic performance aging analysis and more.

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Release Cash From Overstock

Based on forecasted demand, Inventory Planner identifies all your overstocked items and tells you associated overstocked costs, so you can quickly act on items that need to be liquidated first to release cash.

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Replenish Multiple Warehouses

Holding stock in multiple locations? Forecast demand for each warehouse to maximize your inventory investment, or transfer stock to balance items from one location to another.

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Expertise and Support

Our experts will ensure you get the most out of Inventory Planner, including optimizing your forecasting and replenishment configurations, training your team and providing ongoing support.

Next Steps

Getting Started

Connect your QuickBooks Online account Close
  • First, create an account in Inventory Planner.
  • Choose your platform as QuickBooks Online and click the “Connect to QuickBooks” button.
  • Your sales history, product information and purchase order syncs automatically.
  • The first sync calculates replenishment suggestions for all your products – so it may take a short while.

Connect your store

Check out the replenishment report Close
  • 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.

check the replenishment report

Create purchase orders Close
  • 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.
  • The purchase order can be pushed to QuickBooks Online as soon as it’s created.

Create purchase order

Sync your data automatically Close
  • Inventory Planner stays updated by pulling new product information, customer orders and purchase orders with each day’s sync with your QuickBooks Online account.

Automatically sync