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Reliable Inventory Planning Solution with QuickBooks Online

Optimize your cash flow with QuickBooks and Inventory Planner

All Integrations

How it works

High-performance, Plug & Play QuickBooks Online integration

Step 1

Connect your QuickBooks Online account

Create an account in Inventory Planner and choose QuickBooks Online integration to start syncing your product and sales data. First data sync might take a short while if you have a large amount of data. 

Step 2

Configure your forecasting strategies

Customize your forecasting models in Inventory Planner to best suit your needs and get the insights that really matter to your business. If you prefer a faster, hands-off configuration,  try our guided onboarding – our experts will look after all the system connections, data migrations, forecasting model configurations, testing and bespoke training.  Get peace of mind that you’re getting the most out of Inventory Planner right from the start.

Step 3

Start smart, hassle-free inventory planning

Get reliable inventory purchasing recommendations as well as overstock reports based on always up-to-date sales forecasts, even in the most turbulent marketplace. Plus, harness your inventory and sales data in a way that works best for your business, and get real, data-driven insights. 

Replace out-of-stocks and overstock with boosted sales and profits.

1

Reliable customer demand forecasting

Inventory Planner cleverly predicts customer demand for all your products including seasonal, non-seasonal, retail and wholesale products. It also factors in holiday periods, YoY sales fluctuations, unusual spikes, promotions and most recent sales trends for ultimate forecasting accuracy. 

2

Data-driven, hassle-free inventory planning

Inventory Planner tells you how much inventory you need and when to order based on forecasted demand, for all your items including bundles, assemblies and new products – saving you hours on tedious, error-prone calculations. Plus, it offers meaningful metrics to help you make better informed decisions faster, such as forecasted revenue, forecasted profits and more. 

3

Release cash from excess inventory

Inventory Planner flags up all items that aren’t selling in line with forecasted demand. Plus, it offers key insights like overstocked costs, last sold date and overstocked units, so you can liquidate the most costly items first before they completely lose appeal and drain cash flow. 

4

Multi-warehouse inventory planning

Inventory Planner offers reliable, intuitive inventory purchasing recommendations for each of your inventory locations including your own warehouses, Amazon FBA and 3PLs. It even tells you whether inventory should be transferred from one warehouse to another to better meet customer demand without ordering new inventory. 

5

Plan your purchasing budgets

Inventory Planner’s Open-to-Buy (OTB) lets you plan your buying budgets by month or retail week. Plan at the level that works for you and include metrics like your previous years’ revenue, expected margins and even the exact number of units you need to order based on retail price. 

6

Powerful yet intuitive reporting

Inventory Planner consolidates your data in one place and translates it into 200+ meaningful metrics. You can run the reports at the level you want from warehouse level to SKU level. Plus, integrating with Google Analytics, Inventory Planner allows you to couple your inventory data with marketing metrics for extra insights.