Accounting & Other Systems

Data-driven demand forecasting for a healthy cash flow

Inventory Planner seamlessly syncs with Quickbooks Online to give replenishment recommendations based on your product and sales history.

99 /mo
1000
1
1

+1000 variants +$10.00/mo, +1 connection/warehouse +$50.00/mo

Try It For Free

Start forecasting free for 14 days. No setup fee. Unlimited users. No credit card required. All prices shown in USD.

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How it works

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Sync QuickBooks Online to Inventory Planner

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

Set up in Inventory Planner

Set your preferred forecasting method in Settings. Next, generate replenishment recommendations and create a purchase order.
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Sync to QuickBooks Online

Inventory Planner syncs the prepared transfer to your QuickBooks online account.
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Sync to Inventory Planner

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

Key Features

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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.

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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.

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Easily Create Purchase Orders

Use your customized replenishment recommendations to inform and create new purchase orders.

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Accurately Forecast Profits

Make faster, smarter buying decisions with full visibility into your forecasted profit and profit margins.

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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.

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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 store
1

Connect your QuickBooks Online account

  • 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.
check the replenishment report
2

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 order
3

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.
  • The purchase order can be pushed to Quickbooks Online as soon as it’s created.
Automatically sync
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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 Online account.
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Help Center

Want to learn more about Inventory Planner? Visit our Help Center.

Help Center
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Support

Do you have any questions? Use the chat in the lower right corner to request support or email us at [email protected]

Top rated inventory planning software for
e-commerce merchants

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