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QuickBooks Commerce integration with Inventory Planner
QuickBooks Commerce integration with Inventory Planner

How to connect QuickBooks Commerce and Inventory Planner, integration notes

Jansen avatar
Written by Jansen
Updated over a week ago

Inventory Planner forecasts customer demand, helping merchants save time and money by having the right products in the right place at the right time. Using a product's sales history, purchasing information and stock levels, Inventory Planner makes replenishment recommendations, which merchants can use to create purchase orders, saving time and effort. These purchase orders sync seamlessly with QuickBooks Commerce.

Beyond streamlining the purchasing process, merchants gain insight to make business decisions by identifying demand trends, analyzing performance by variant, brand, category, option set, or tag, and creating other customizable reports using more than 125 available metrics.

Integrating your QuickBooks Commerce account with Inventory Planner

Go to Account > Settings > Connections & warehouses, then click "New Connection". Click the "QuickBooks Commerce" icon to connect your QuickBooks Commerce account.

You'll then be asked to Authorize the connection.

Note: If you have more than one QuickBooks Commerce account, select the one you want to integrate with from the dropdown field.

Your first sync may take a few minutes depending on how much data is present in QuickBooks Commerce.

Using Inventory Planner with QuickBooks Commerce

Once your data is synced, your Overview page will display all your updated stock data.

Your replenishment report will show you the amount of stock you need to purchase to meet demand, as well as provide you with an estimation of the potential loss of revenue if it's not ordered in time. Learn more about the replenishment report here.

When you create a new purchase order, you will have the option to Save to QuickBooks Commerce. Clicking the button will push the purchase order to QuickBooks Commerce, creating a copy there. 

If you go into your QuickBooks Commerce account, you will be able to see the purchase orders in the Stock Control section of the app.

You can then receive the products on the purchase order in QuickBooks Commerce.

Warning: Once Inventory Planner sends the purchase order to QuickBooks Commerce, you won't be able to edit it in Inventory Planner. Any edits or stock receipts related to the PO must be done in QuickBooks Commerce. Changes will be synced to Inventory Planner.

Data syncing

Retail prices

Inventory Planner uses the item's retail price (on the 'retail' price list) to populate the regular price. "Price (current)" is taken from the default sales price list configured in Settings > Configuration.

Inventory Planner also uses real prices from sales orders when computing revenue and profit.

Cost prices

The moving average cost is used as an item's cost price to compute cost-related metrics in reports. In purchase orders, Inventory Planner uses the supplier price list (if configured in settings), or the default buy price list set in Settings > Configuration > Price lists.

Stock figures

Stock numbers in Inventory Planner exclude stock that is committed to customer orders that are unfulfilled.

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