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Inventory Planner + QuickBooks Online

Seamlessly push purchase orders
from Inventory Planner to QuickBooks Online

Create purchase orders in Inventory Planner based on the forecasted demand. Sync purchase orders to your QuickBooks Online account.

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Why use Inventory Planner + QuickBooks Online

Demand Forecasting

See replenishment suggestions for products and create purchase orders with right products and quantities in one click.

Purchase Orders

Create a purchase order in Inventory Planner and the order is immediately pushed to QuickBooks Online. You can then approve the bill and use QuickBooks Online to make payments.

Select your QuickBooks Online Integration

1. Sync All Order History from QuickBooks Online

A daily sync with Inventory Planner will pull in new sales information from QuickBooks Online and any updates to products including stock levels.

Purchase Orders can be pushed from Inventory Planner to QuickBooks Online.

2. Push Purchase Orders to QuickBooks Online

In the accounting integration option, you will use a platform other than QuickBooks to provide sales history and product information to Inventory Planner.

When you push a purchase order from Inventory Planner to QuickBooks Online, Inventory Planner creates an identical PO with the same products, quantities, cost that you see on the PO dashboard side.

Connect your QuickBooks account to Inventory Planner

For an accounting integration, use "Connect QuickBooks Online" button on the Setting -> Purchase orders page to link your QuickBooks Online account.
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To use QuickBooks Online as the source of all sales and product information, create an account in Inventory Planner. Choose your platform as QuickBooks Online and click "Sync" button.

Create a purchase order in Inventory Planner

Use replenishment suggestions to create purchase orders. Select several products in the replenishment report and use bulk actions to generate the purchase order with these products.